Director, Regional Trading Consultant (PL)

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

As Director, Regional Trading Consultant (PL), you will play a critical role providing leadership and coaching to accelerate growth for our Trader segment across Charles Schwab. This position leads a team of Learning and Development Managers who support content development and delivery for the Trader Sales Organization. This highly specialized role is focused on driving adoption and engagement with Schwab’s trading platforms and products – including thinkorswim, margin lending, options trading, futures/fx, and education offerings – while helping partners to deepen relationships with self-directed trader clients and prospects.

As a leader you will be responsible for talent selection, development, and coaching the team and will work closely to deliver on key trading business metrics such as new-to-firm trader households, Trader segment NNA/NAF, Trader CPS, Trader NSFs, and TSR quality. You will need to develop relationships with various partners (such as L&D partners, Trading Services leadership, and Regional Market Executives).

Your ability to led through influence, coach on complex scenarios, and deliver impactful education will directly support Charles Schwab’s commitment to delivering on an exceptional experience to Trader clients. This requires deep expertise and background with Schwab’s Trading approach, products, platforms, and policies to effectively coach and support through this role. In addition to regular weekly calls with team members, the leader will perform supervision of content development and delivery with all direct reports.

Key Responsibilities:

• Deliver effective coaching and development for direct reports.
• Foster a culture of collaboration, clear objectives, and exceptional results.
• Develop relationships with partners, supporting collaboration, feedback, and progress on key trader growth metrics.
• Understand the needs of teams and partners to develop best possible support.
• Deliver coaching and education to build capabilities in communicating Schwab’s Trader Value Proposition, supporting basic to advanced Trader acumen, and supporting full awareness of Trader partner ecosystem available to support.
• Support awareness and growth of key trader growth metrics.
• Serve as point of contact for Trader Sales employees regarding complex Trader product, Trader service, or Trader platform needs, partnering with other Trader resources where needed.
• Develop Trader educational content for use by Trader Sales.
• Supervise team, in-market and virtually, according to outlined supervision policies.
• Inspire and support organization change and growth strategies.
• Evaluate and improve the Trader Client Experience through collaboration with Trading partners. Support and foster feedback loop where needed.
• Stay current on self-directed client behavior/needs, Schwab’s product, service, and platform, and competitor offerings.

What you have

Required Qualifications:

• 10+ years of experience in financial services with a focus on active traders or trader product sales
• Bachelor’s degree or equivalent work-related experience
• Active and valid FINRA Series 7 & 63 (or 66) required
• Active and valid FINRA Series 3 & 34 required
• Active and valid FINRA Series 9/10 (or 4/24) required
• Experience leading similar coaching focused roles centered around trading products or platforms
• Extensive knowledge of technical and fundamental analysis, sophisticated trading strategies, risk management, active trader products, services, software, and the brokerage industry.
• Must possess a proven background in education and/or public speaking
• Excellent interpersonal, motivational, communication, organizational, decision-making and leadership skills
• Ability to formulate and teach efficient client engagement/sales process
• Strong written and oral communication skill
• One-off travel required (approximately 25%

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.