Charles Schwab

VP, Retirement Plan Services Mid-Market Sales - Northeast Region

Charles Schwab • $120K — $180K *
Jersey City, NJ 07305In-Person
Finance & Insurance
Less than 5 years of experience
Reposted 1 week ago
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent experience; preference for postgraduate or certification
  • Possession or ability to obtain Series 7 and 63 licenses
  • Strong client service focus with a proven record of exceeding expectations
  • Exceptional listening, communication, and interpersonal skills
  • Experience with Salesforce CRM and leveraging technology for virtual presentations
  • Familiarity with retirement plans, especially within defined contribution and Mid-Market segment
  • Client-facing sales experience, especially working with intermediaries

Responsibilities

  • Identify and pursue retirement plan sales opportunities in the Mid-Market segment
  • Collaborate with team to build and maintain relationships with key prospects and consultants
  • Develop and manage a sales pipeline effectively
  • Lead the sales process for assigned opportunities
  • Provide necessary documentation for all sales prospects
  • Coach and mentor team members for enhanced sales presentations
  • Collaborate with internal partners for new business development

Benefits

  • Remote work eligibility with location preference in the Northeast region
  • Access to bonus or incentive opportunities
  • Professional growth and development opportunities
  • Collaborative work environment with supportive team structure
Full Job Description
Your Opportunity

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

 

We are looking for a self-motivated professional to pursue new defined contribution plan sales opportunities in the Mid-Market segment ($150MM-$1B).  As a Vice President of Sales, this individual will be responsible for prospecting, managing, and winning business in a designated territory and promoting cross-engagement opportunities. This individual will partner with colleagues from other segments and Consultant Relations professionals within their territory to develop relationships with key plan sponsors, investment advisors, and retirement plan consultants.

 

What you are good at:

  • Identify, pursue and sell to retirement plan prospects with an emphasis on Mid-Market ($150m-$1b plans) plans
  • Work within a team structure to identify, develop and maintain relationships with key prospects, advisors, and consultants
  • Develop and manage sales opportunity pipeline
  • Play lead role in managing the sales process for all assigned sales opportunities
  • Provide all required and requested documentation for active sales opportunities
  • Collaborate with internal business partners in pursuit of new business
  • Coach and mentor selling team members for optimum presentation and sales effectiveness
  • Negotiate services with consultants and plan sponsors
  • Understand and communicate the breadth of Schwab services
  • Identify leads for other Schwab business lines (i.e. Stock Plan Services)
  • Achieve monthly territory development activity goals
  • Maintain current and accurate data in Salesforce
  • Provide timely updates to Sales management and Retirement Plan Services leadership upon request

This position is eligible for remote work but should reside within the territory (Northeast Region).

What you have
  • Bachelor’s degree or equivalent experience; may have postgraduate and/or certification 
  • Series 7 and 63 licenses (Can be obtained through a condition of employment).
  • A passion for Schwab’s mission of helping every client and participant achieve their financial goals
  • Self-motivated, enthusiastic individual who demonstrates a high degree of personal integrity, resilience, and professional growth
  • Exhibits professionalism, confidence, accountability, and respect for others with each interaction
  • Client service focus and a track record of exceeding client expectations
  • Excellent listening, communication, and interpersonal skills
  • Competence leveraging technology to interact and present virtually
  • Ability to position services and develop creative solutions to positively influence decision-making and outcomes
  • Capacity to develop relationships and influence individuals at all levels within an organization, from entry-level to senior executives.
  • Effective organizational skills to handle multiple assignments simultaneously, manage through issues, and meet deadlines
  • Client facing sales experience (experience working with intermediaries is preferred)
  • Familiarity with advisors and benefit consultants within defined territory
  • Qualified and non-qualified plan marketplace knowledge and competitor insight
  • Experience with Salesforce CRM

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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