Charles Schwab Senior Manager, Internal Sales - Managed Accounts, Alternative Investments and Structured Products in Phoenix, Arizona


Phoenix - AZ, PHX4750A, 4750 E Francisco, 85044-5359

Evan Russell


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Sr. Sales Manager will support the Managed Accounts, Alternative Investment and Structured Product Sales team to promote and support the usage of Separately Managed Accounts (SMA), Alternative Investments (AI) and Structured Products (SP) within the Advisor Services (RIA) channel. The individual will provide sales support and manager research as well as promoting Schwab’s MA, AI and SP Platforms with marketing and education about the strategies and products that are available.

What you’ll do:

  • Primarily focused on growing the usage of MA, AI and SP in the Advisor Services (RIA) channel

  • Serve as single point of contact for inquiries on complex products transitioning to Schwab

  • Support AS BDOs and MA-AI-SP Sales in converting opportunities by acting as liaison between RIA prospects, BDOs, transition consultants and other internal product groups

  • Conduct research with internal product groups and 3 rd party money management firms to determine options for desired MA-AI-SP strategies if not already available at Schwab

  • Assist in implementation of sales and marketing strategy to grow usage of MA, AI and SP platforms by RIAs that custody with Schwab

  • Build strong relationships with key channel partners including Regional Sales Leadership, Relationship Managers and Business Development Officers in Advisor Services as well as and Regional Bond Specialists

  • Meet with third party money managers in order to understand their investment philosophy and investment approach

  • Educate RIA’s on Schwab’s MA, AI and SP platforms and products (i.e. pricing, structure, custody)

  • Analyze pricing options for RIAs utilizing MA strategies (asset based vs transaction based pricing)

  • Deliver presentations on the MA-AI-SP platforms

  • Be a “subject matter expert” for internal partners from Advisor Services

What you have:

  • BA/BS Degree Required

  • CFA, CIMA, CAIA or CFP® (or in progress) would be a plus

  • 5+ years of experience in financial industry

  • Experience in investment sales or investment consulting a plus

  • Collaborative team player and self-starter, able to manage multiple projects at once

  • Exercises excellent independent decision making and problem solving skills

  • Proficiency in Zephyr Analytics, Informa PSN, Morningstar a plus

  • Superior verbal, quantitative, organizational, presentation and analytical skills

  • Some travel required

  • Preferred Qualifications: Series 7 and 66

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Financial Services-6+ yrs, Capital Markets-6+ yrs, Investment Research-6+ yrs, Business Development and Sales-6+ yrs

Position Located In: AZ - Phoenix, NY - New York

Education: BA/BS

Job Type: Full Time

Category:Sales/Business Development

Activation Date: Thursday, July 5, 2018

Expiration Date: Monday, August 6, 2018

Apply Here