Manager, RIA Business Development Sales Support
On-siteWestlake, Texas, United States
Job Summary
Educate prospects and organize and execute processes related to the onboarding and setup of complex advisor relationships. Answer questions, prepare data reports, liaise with partners, and support important manager functions while providing the highest level of support to prospects of Schwab Advisor Services. Discuss steps transitioning advisors may take to help their practices and build their relationship with Schwab. This role drives net new assets through sophisticated sales discovery and development for field-based Business Development Officers. Candidates must hold valid FINRA Series 7 and 63 Licenses with 3+ years in financial services, including client service or sales support experience. The position requires strong PC skills in MS Office applications including OneNote, Excel, and PowerPoint.
Required Qualifications
- Bachelor's degree or equivalent work experience
- Valid and active FINRA Series 7 and 63 Licenses
- 3+ years financial services experience
- Experience in client service or sales support
- Well organized with good time-management skills
- Strong client service skills with ability to anticipate and resolve problems with own initiative
- Excellent follow-up skills for client communications and in managing processes/workflows with internal and external partners
- Knowledge of Schwab products and services and brokerage industry including operations and trading
- Excellent verbal and written communication skills
- Strong PC skills in MS office applications including OneNote, EXCEL and PowerPoint
Desired Qualifications
- Schwab Advisor Services experience highly preferred
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