Manager, RIA Business Development Sales Support

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

• Westlake: 3000 Schwab Way, Westlake, TX 76262

Schwab Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a salesperson like you!  Our heritage of serving advisors by bringing them the “Best of Schwab,” our specialized expertise, and our continued investment in their business is unparalleled. Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced people to our advisor clients to help them profitably grow, compete, and succeed in their business efforts.

The Field Business Development Support Specialist (Field BDSS) supports the sales efforts of field-based Business Development Officers (BDO’s) with the goal of driving net new assets to the firm. The role is designed to help Managing Directors and BDO’s grow Schwab’s market share through sophisticated sales discovery and development. They deliver a myriad of support elements to help BDO’s be successful in their sales efforts as well as provide exceptional client experience during the deal development process and advisor onboarding.

You will educate prospects and then organize and execute processes related to the onboarding and setup of complex advisor relationships, answer questions, prepare data reports, liaise with partners, and support important manager functions. In addition, you will provide the highest level of support to prospects of Schwab Advisor Services and discuss the steps that transitioning advisors may take to help their practices and build their relationship with Schwab. 

What you have

Required Qualifications

• Bachelor’s degree or equivalent work experience
• Valid and active FINRA Series 7 and 63 Licenses
• 3+ years financial services experience 
• Experience in client service or sales support 
• Well organized with good time-management skills
• Strong client service skills with ability to anticipate and resolve problems with own initiative
• Excellent follow-up skills for client communications and in managing processes/workflows with internal and external partners
• Knowledge of Schwab products and services and brokerage industry including operations and trading
• Excellent verbal and written communication skills
• Strong PC skills in MS office applications including OneNote, EXCEL and PowerPoint are required

Preferred Qualifications

• Schwab Advisor Services experience highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.