Director, Wealth Management Coaching & Consulting
About The Position
Members of the Wealth Management Coaching & Consulting Team enhance the branch network’s client engagement skills. Wealth Management Coaches & Consultants develop branch employees through coaching and consulting to promote Schwab’s Modern Wealth Management experience. They influence branch employees through targeted coaching and development focused on improving efficiency and effectiveness; enhancing client interactions and engagement skills; applying financial planning concepts, tools, and dialogue; presenting appropriate wealth management strategies and solutions for client scenarios; and promoting consistent adoption of Schwab’s practice management standards. Following a consultative process, the team determines and implements effective strategies and tactics to develop consultant skills, enhance client outcomes, and accelerate market growth and retention. This role covers the Crossroads Region (IL, IN, OH, MO), and the position must reside in the region covered. The role may be based in a branch or corporate site depending on capacity. Typical travel is about 50% for supervision and meetings. In addition to base salary, the role is eligible for bonus or incentive opportunities. Duties and responsibilities may change over time.
Requirements
- Comprehensive understanding of wealth management and effective client engagement skills.
- Ability to formulate and teach an efficient client engagement and sales process.
- Deep knowledge of brokerage, advised, and banking products and services.
- Extensive knowledge of financial planning.
- Exceptional customer focus and ability to consider the customer experience and perspective.
- Strong competency and demonstrated passion for coaching and employee development.
- Demonstrated success executing and understanding initiatives aligned with company strategic objectives to expand market share and achieve competitive advantage.
- Keen business judgment, including the ability to make effective trade-offs in business decisions and manage risk.
- Data curiosity and ability to use key metrics to identify trends and develop tactical action plans in a sales environment.
- Ability to inspire organizational change and growth.
- Strong organizational, collaboration, and partnership skills.
- Excellent verbal and communication skills.
- High degree of flexibility and comfort managing competing priorities.
- Superior skills with Microsoft Excel and PowerPoint.
- BA/BS degree required.
- FINRA Series 7 and Series 66 required.
- Minimum of 10–15 years in the financial services industry, including 7+ years of sales leadership experience.
- Must reside in the region covered: Illinois, Indiana, Ohio, or Missouri.
Nice To Haves
- MBA degree.
- Industry certification such as CIMA, CFP, CFA, or CWS.
Responsibilities
- Coach and develop branch employees to promote Schwab’s Modern Wealth Management experience.
- Improve employees’ efficiency, effectiveness, client interactions, engagement skills, and use of financial planning concepts and tools.
- Showcase appropriate wealth management strategies and solutions for different client scenarios.
- Promote consistent adoption of Schwab’s practice management standards.
- Determine and implement strategies and tactics to develop consultant skills, enhance client outcomes, and accelerate market growth and retention.
- Use key metrics to identify trends and create tactical action plans that drive results in a sales environment.
- Travel for supervision and meetings, typically about 50% of the time.
Benefits
- Bonus or incentive opportunities in addition to base salary.
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What This Job Offers
Job Type
Full-time
Career Level
Director
