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.
The Conversion Consultant will :
Engage with Branches to understand the client goals/objectives and help coordinate and execute on deliverables needed to support the acquisition / onboarding of large opportunities for UHNW clients.Have an understanding of wealth management and investment products.Develop a deep understanding of the client opportunity allowing a streamlined and personalized experience while engaging the right SMEs and identifying solutions for complex needs that may require an accommodation. Proactively and seek to address the needs discovered.Partner with the Branch by providing input and expertise around how Schwab can support the needs of the client to support consolidation of assets for both existing and new clients.Navigate and lead through ambiguous situations requiring creative / out of the box solutions while operating with a can-do attitude and sense of urgency; collaborating and mobilizing resources across all of Schwab. Support Business Accommodations Team and the SPWS priorities and objectives,Maintain flexibility and awareness of the needs and priorities of partners while still providing a perspective to drive growth.Provide world-class service to clients with complex wealth management needs.Gain trust as a partner that works effectively with a diverse range of functions and levels to drive accountability to timelines and deliverables.Distilling and summarizing sophisticated information down to the main points, with the appropriate level of detail to make it understandable/concrete.Tailor approach for a range of audiences including senior leaders, the field and Branch partners, ensuring that the “so what” is highly relevant and clear.Remains flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively. Able to adjust style of communication to best connect with others. Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab’s high standards. What you haveTo ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications:
Bachelor’s degree or equivalent work-related experienceA valid and active Series 66 (63/65), 7, and 9/10 license required. Minimum of 15+ years of experience in the financial services industry (required)5+ years HNW client experienceA client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel.Detail-oriented with superior organization and project management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis.Strong knowledge of Schwab products and services across organizations.Demonstrated experience building relationships and working with cross-functional teams.Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations, influence partners and create and deliver compelling storylines.Strong problem-solving skills.Ability to gain the respect and support of senior leadership, partners and peers.Critical Success Factors:
Ability to learn quickly and thrive in a complex, dynamic environment.Outstanding "soft" skills including ability to work well with a diverse range of partners and proactive, can-do attitude, with high adaptability.In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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