Director, Wealth Management Coaching & Consulting
About The Position
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.
Requirements
- Comprehensive understanding of Wealth Management and effective client engagement skills.
- 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.
- Demonstrable 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-curiosity 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.
- FINRA Series 7 and 66 required.
- Minimum of 10-15 years in the financial services industry.
- Minimum of 7+ years of sales leadership experience.
- Must reside in the region they cover (Crossroads Region: IL, IN, OH, MO).
Nice To Haves
- MBA a plus.
- Industry certifications (CIMA/CFP/CFA/CWS) preferred.
Responsibilities
- Developing branch employees through coaching and consulting to promote Schwab’s Modern Wealth Management experience.
- Influencing branch employees through targeted coaching and development in areas of efficiency, client interactions, financial planning, wealth management strategies, and practice management standards.
- Determining and implementing effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention.
- Inspiring organization change/growth.
- Managing competing priorities.
Benefits
- In addition to a base salary, this role is also eligible for bonus or incentive opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Director
