Saturday, January 8, 2011

Active Trader Regional Market Manager

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Organization Objective/Purpose: Active Trader Sales is responsible for growing and retaining Active Trader market share at Schwab by deepening client relationships and discovering sales acquisitions and consolidation opportunities via branch partner referrals. Active Trader Field Sales' primary responsibility is wholesaling to branch and other cross enterprise partners, retaining and prospecting for high-value clients and developing other Active Trader related business opportunities through education and client consultative services within assigned markets. Activities include one-on-one client and prospect interactions, educational workshop facilitation, and relationship building.

Brief Description of Role: Active Trader Sales is looking for a stellar relationship manager, educator and sales leader. The successful candidate will be responsible for developing and implementing a comprehensive plan that creates business growth, within a defined market area. Following are the channels in which this will be accomplished:

Providing client education (via seminars and individual meetings)
Facilitating direct sales meetings with clients
Wholesaling to branch financial consultants and management to increase lead flow and market penetration
Providing regular feedback to Client Experience and Product Development partners

This position requires significant travel within the assigned market, which includes, Indiana, Kentucky, Ohio, Michigan, Missouri and Pennsylvania.

Technical/FunctionalQualifications: - Bachelor's degree or equivalent experience

# Series 7, 63 are required
# Minimum of 5 year's sales experience in the Active Trader, securities or financial services industry
# Excellent interpersonal, motivational, communication, organizational, decision-making and leadership skills
# Strong written and oral communication skills
# Demonstrated success in education and or public speaking preferably within Financial Services
# Extensive knowledge of technical and fundamental analysis, advanced trading strategies, risk management, active trader products, services, software, and the brokerage industry
# Solid working knowledge of industry regulations
# Must be tech savvy with strong computer skills

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