Senior Workplace Investment Consultant

Your opportunity

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. Our London, UK branch has an exciting brand-new role which will enhance our ability to serve UK based investors who use Schwab's platform to manage their employment compensation.

Schwab's UK branch in central London is at the heart of our international strategy and the firm's commitment to helping UK investors own their financial futures. As a Senior Workplace Investment Consultant at Schwab UK, you will be aligned to one or more Schwab Stock Plan Services ("SPS") relationship(s) as their UK based Schwab ambassador. Acting as the "face of Schwab," you will be the corporate sponsor's primary local contact, vectoring the requirements of existing Schwab corporate clients across a wide spectrum of wealth management needs, including being able to answer in-the-moment questions, providing point-in-time guidance and offering suitable investment solutions to clients who need help. While providing high-touch service through on-campus, face-to-face and virtual relationship building, and educational events, you will be supported by a team of dedicated professionals who can help in servicing the complex financial needs your clients may have. In addition to representing Schwab on campus for our corporate UK clients, there will be occasional opportunities for international travel, and as well as managing multiple relationships with corporate and individual clients, you will have responsibility for overseeing (and delivering) a program of virtual and in-person educational events for our retail clients.

If you are a self-starter, exceptional at business development/relationship management and share our passion for serving investors - this role is for you.

What you have

Required/Preferred Qualifications:

• A bachelor's degree or equivalent (business, economics or finance preferred)
• Experience at direct financial sales or the delivery of financial advice a necessity
• Financial qualifications preferred - IMC, IAD, PCIAM, CFP or CFA
• Series 7 is a requirement of the role but can be obtained within 6 months of employment.

Preferred Qualifications:

• Strong communication and interpersonal skills with the ability to learn and explain complicated subjects with a variety of clients.
• Adept at helping clients navigate the overarching benefits the corporate client is providing while positioning Schwab capabilities within their overall financial picture.
• Experience, comfort, and confidence presenting to groups of various sizes (including large audiences) in person and virtually.
• A comprehensive understanding of wealth management issues such as: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning.

• Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
• Openness to adapt to the corporate culture of the partner firm, both in centralized Schwab and non-Schwab environments such as corporate client offices.
• Ability to influence executive leaders, peers, and client decision makers to effectively represent and deliver on corporate clients' and Schwab business needs.
• A solid understanding of corporate sponsor and consultant relationships.

Please note:

• This role is only available for those who currently have the right to live and work in the UK. (Relocation/sponsorship not available)
• This role is based full-time in the London office of Charles Schwab, Monday to Friday 9am-6pm.

What's in it for you

At Schwab, we're committed to empowering our international 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.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• Pension plan
• Paid time for vacation and volunteering
• Paid parental leave and family building benefits
• Medical and dental insurance
• Employee Assistance Program
• Global medical business travel insurance