Director - Head of Consultant Relations
Your Opportunity
Your opportunity
Director, Head of Consultant Relations
Charles Schwab has been a leader in financial services for over five decades, working to make investing more affordable, accessible, and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we are committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best-in-class service, technology, products, people, and advice.
Schwab believes consultant intermediary partners are critical to the growth and success of our Workplace Financial Services organization. As the Director, Head of Consultant Relations, you will be tasked with creating and executing a plan to drive additional opportunities for our sales team and help to retain existing clients. These goals will be achieved by engaging our consultant partners regarding both Schwab's overall offering, as well as helping with the retention of existing clients whom the consultants offer ongoing support. If you are passionate about serving our partners and clients in helping millions of people reach their financial goals, we are excited to consider you for our Team!
What you have
- BA/BS preferred.
- FINRA Series 7 and 66 licenses required. A Condition of Employment may be considered for highly qualified candidates.
- FINRA fingerprinting required.
What will set you apart?
- 10+ years financial services related work experience (in sales, retirement consulting, and/or relationship management)
- 5+ years of experience in Consultant Relations
- Have existing and/or the ability to create strong relationships with key consulting firms and their internal decision makers.
- In depth knowledge of retirement plan markets, equity markets, and investment solutions.
- Public speaking skills to represent Schwab on panels and workshops at industry events.
- Experience leading relationship management team and/or sales teams.
- Create strategy around a consultant coverage model that drives business results in the Workplace business.
- Success communicating via multiple channels and building strong business relationships across many Schwab business lines.
- Will travel up to 50% of the time, including overnight stays, via air travel, train, and/or automobile to various states to attend meetings with key parties within assigned distribution channels. Normal working conditions, remote available.
- Ability to manage multiple priorities with strict deadlines.
- Desire and ability to help develop internal partners with talent development and training.
- Coach direct reports to have strategic business plan to drive new sales opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
- BA/BS preferred.
- FINRA Series 7 and 66 licenses required. A Condition of Employment may be considered for highly qualified candidates.
- FINRA fingerprinting required.
What will set you apart?
- 10+ years financial services related work experience (in sales, retirement consulting, and/or relationship management)
- 5+ years of experience in Consultant Relations
- Have existing and/or the ability to create strong relationships with key consulting firms and their internal decision makers.
- In depth knowledge of retirement plan markets, equity markets, and investment solutions.
- Public speaking skills to represent Schwab on panels and workshops at industry events.
- Experience leading relationship management team and/or sales teams.
- Create strategy around a consultant coverage model that drives business results in the Workplace business.
- Success communicating via multiple channels and building strong business relationships across many Schwab business lines.
- Will travel up to 50% of the time, including overnight stays, via air travel, train, and/or automobile to various states to attend meetings with key parties within assigned distribution channels. Normal working conditions, remote available.
- Ability to manage multiple priorities with strict deadlines.
- Desire and ability to help develop internal partners with talent development and training.
- Coach direct reports to have strategic business plan to drive new sales opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.