#2025-115313
ave fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.
Required Qualifications
Active Series 7 and 63/66 licensing required
5+ years of relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners to support business development activities
Shown ability to influence others, provide enhanced sales closing skills and deliver specific product and technical knowledge for all Bank offerings
In depth financial background in both home lending and asset-based lending with focus on high net worth clients
Deep analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed
Strong internal and external client focus, including ability to think in terms of client experience/perspective
High confidence level in public speaking, as well as strong communication skills
Ability to travel while effectively leading a large territory with the skill to multi-task while remaining organized and responsive
Bachelor's degree is a plus
Current NMLS is preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
#SchwabBTSJobs
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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: