VP, Sales - Retirement Plan Services (Remote - Northeast Territory)

Charles Schwab Investment • Full-time • California, United States, US • $100k - $200k / year • 4w ago

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 are looking for a self-motivated professional to pursue new defined contribution plan sales opportunities in the Large Market segment ($150Million-$1Billion). As a Vice President of Sales, this individual will be responsible for prospecting, managing and winning business in the Northeast territory (ME, VT, NH, MA, NY, RI, CT), and promoting cross-engagement opportunities. This individual will partner with Mid-Market sales, Mega Market sales and Consultant Relations professionals within their territory to develop relationships with key plan sponsors, investment advisors, and retirement plan consultants.

What You Will Be Responsible For

Identify, pursue and sell to retirement plan prospects with an emphasis on Large Market ($150Million-$1Billion 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) and work together to develop and win multi-practice business opportunities
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

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications

Self-motivated, enthusiastic individual who demonstrates a high degree of personal integrity, resilience, and honesty
Exhibit professionalism, confidence, accountability, and respect for others with each interaction
Client service focus and a track record of exceeding expectations
Excellent listening, communication, and interpersonal skills
Competent 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 interact with different level individuals within an organization, including executive or management level focus
Effective organizational skills to handle multiple assignments simultaneously, manage through issues, and meet deadlines
Client facing service or intermediary sales experience
Familiarity with advisors and benefit consultants within defined territory
Qualified and non-qualified plan marketplace knowledge and competitor insight
Experience with Salesforce CRM
Bachelor’s degree or equivalent experience; may have postgraduate and/or certification
FINRA Series 7 and 63 licenses (Can be obtained uner condition of employment)

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

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance