Description

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 Mid-Market segment ($150Million-$1Billion). 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 will be responsible for:

• Identify, pursue and sell to retirement plan prospects with an emphasis on Mid-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)
• 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

• 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 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.



Requisition #: 2025-113367

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Requirements

2025-113367