Director, Wealth Management Coaching & Consulting – Crossroads Region

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Members of the Wealth Management Coaching & Consulting Team play a critical role in enhancing the branch network’s client engagement skills. The Wealth Management Coach & Consultants (WMCCs) primary role is developing branch employees through coaching and consulting to promote Schwab’s Modern Wealth Management experience. WMCCs influence branch employees through targeted coaching and development in 5 areas of focus:

• Improving efficiency and the effectiveness
• Enhancing client interactions and engagement skills
• Highlighting how to bring to bear financial planning concepts, tools, and dialogue adeptly
• Showcasing appropriate wealth management strategies and solutions for various client scenarios
• Promoting a consistent adoption of Schwab’s practice management standards

WMCCs are passionate about helping branch employees build their business by influencing and encouraging meaningful change and growth.  Following a consultative process, the WMCC team determines and implements effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention. 

• Comprehensive understanding of Wealth Management and effective client engagement skills
• Must have the ability to formulate and teach efficient client engagement/sales process
• Deep knowledge of brokerage, advised, and banking product/services
• Extensive knowledge of Financial Planning
• Exceptional customer focus, including ability to think in terms of customer experience/perspective
• Strong competency and demonstrated passion for coaching and employee development
• Demonstratable success executing and understanding initiatives aligned with the Company's strategic objectives for the business to expand market share and achieve a competitive advantage
• Keen business judgment and ability to effectively make trade-offs in business decision making process and manage risk
• Data-curious to leverage key metrics to identify trends which helps create tactical action plans to drive results in a sales environment
• Ability to inspire organization change/growth
• Strong organizational, collaboration, and partnership skills  
• Excellent verbal and communication skills
• High degree of flexibility and comfort managing competing priorities
• Superior skills with MS Excel and PPT

• BA/BS required, MBA a plus
• FINRA Series 7 and 66 required
• Industry certifications (CIMA/CFP/CFA/CWS) preferred
• Must have a minimum of 10-15 years in the financial services industry, including 7+ years of sales leadership experience
• Typical travel is about 50% of the time for supervision and meetings
• Position must reside in the region they cover, with potential to be located in a branch or corporate site based on capacity: State/ Territory: Crossroads Region Coverage: IL, IN, OH, MO

This is a summary only and duties and responsibilities may be changed from time to time, or over time.