Senior Fixed Income Specialist - Income Solutions, Wealth & Asset Management Solutions

Your Opportunity

The Sr. Fixed Income Specialist, within Wealth & Asset Management Solutions, builds relationships with clients and key partners, focusing efforts on education, advice and sales. Sr. Specialists address highly complex portfolio analysis with clients and organizations. The Sr. Specialist will identify and understand client goals and objectives advising on fixed income portfolios using bonds, products such as ETFs, Mutual Funds and Separately Managed Accounts (SMAs), as well as Wealth Advisory offerings. In this role, Sr. Specialists work closely with senior-level field partners to develop and assist with sales strategies, call campaigns and workshop delivery. The Sr. Specialist will maintain the responsibilities of the Fixed Income Specialist role and is also expected to lead and mentor team members. Additional responsibilities include regional promotion of fixed income offering, conducting and participating in client events/presentations and working with Ultra-high Net Worth clients.

Additional Responsibilities:

• Drive business by identifying opportunities and maintaining relationships with clients.
• Enhance staff accomplishments and competence by planning delivery of solutions, answering procedural and technical questions for less experienced team members, teaching improved processes, and mentoring team members.
• Expand business opportunities by fostering deeper partner relationships across various regional partners.
• Elevate regional impact by providing team support, information, and guidance; researching and recommending new opportunities; and recommending process improvements.
• Identify product improvements or new products by remaining current on industry trends, market activities and competitors.
• Maintain exceptional client experience by adhering to and promoting organization standards.
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications and other content, establishing personal networks, benchmarking best practices and participating in professional and industry organizations.
• There is typically 25% travel in this role, although frequency may vary depending on market conditions and strategic priorities.

What you have

This position is a relationship-based sales role. This role requires an elevated level of engagement with clients, peers and partners. The employee should have expert understanding of fixed income markets, income strategies and portfolio analysis.

Individuals in this role are exceptional communicators, both in one-on-one interactions and group presentations, effectively communicating the value of Income Solutions. They will also need to be well versed in all aspects of effective wealth management, Schwab’s broader solutions, and industry trends. This leadership role drives and supports a range of key activities to advance and execute the organization’s vision and strategy.

Qualifications:

Required:

• 2+ years of sales experience as a Fixed Income Specialist
• Models ability to build relationships, collaboration and influence with partners and consistency producing results
• Strong organizational & time management skills
• In depth knowledge of Fixed Income Products
• Ability to effectively use Microsoft Office, Salesforce, Bloomberg and FactSet
• Bachelor’s degree or equivalent professional experience
• Series 7 AND 66 OR 63/65, required

Preferred:

• CFP, CFA or MBA strongly preferred