Director, Consultant Relations

Charles Schwab

WorkFromHome, WA 98127

United States

Posted July 7, 2025

{VOLUNTEER,INTERN,FULL_TIME,CONTRACTOR}

Valid until August 6, 2025

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Job Description

Join to apply for the Director, Consultant Relations - Workplace Services (Remote - West Coast Region) role at Charles Schwab

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Join to apply for the Director, Consultant Relations - Workplace Services (Remote - West Coast Region) role at Charles Schwab

Your opportunity
At Schwab, you are 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.
Charles Schwab has been a leader in financial services for four decades, working to make investing more affordable, accessible, and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best-in-class service, technology, products, people, and advice.
At Schwab Workplace Services (WS). our mission is to provide an extraordinary experience for our plan sponsors and give their employees access to education and resources they can use to help transform their financial lives by introducing them to all Schwab has to offer.
Schwab believes Consultant Intermediary Partners are critical to the growth and success of our Workplace Services organization. The Director, Consultant Relations will be tasked with creating and executing a plan to drive additional opportunities for our sales team and help to retain existing clients. You will achieve these goals by engaging our consultant partners regarding both Schwab's overall offering, as well as helping in the retention of existing clients whom the consultants offer ongoing support. If you are passionate about serving our partners and clients in helping millions of people reach their financial goals, we are excited to consider you for our Team! You will be focused on building relationships with Consultants based mainly on the West Coast .
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

Five years directly related work experience (in sales, retirement consulting and/or relationship management)
Existing and/or the ability to create strong relationships with key consulting firms and their internal decision makers.
In-depth knowledge of retirement plan markets and investment solutions
Ability to communicate via multiple channels and build strong business relationships
Ability to travel up to 50% of the time, including overnight stays, via air travel, train, and/or automobile to various states to attend meetings with key parties within assigned distribution channels.
Ability to manage multiple priorities with strict deadlines
Strong track record of achieving business development targets
Ability and desire to help develop internal partners with talent development and training
Ability to create a strategic business plan to drive new sales opportunities
FINRA Series 7 and 66 licenses required. A Condition of Employment may be considered for highly qualified candidates

Preferred Qualifications

BA/BS

FINRA fingerprinting required as part of our background screening process.
100% telecommute is available for this position, ideally located in Pacific or Mountain time.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance