Sunday, May 6, 2012

Manager, Active Trader Sales

As an Active Trader Sales Manager at Charles Schwab, you will coach and counsel a team of sales and education specialists as you work together to acquire and grow the Active Trader and optionsXpress client base.  You will establish and implement strategies and plans designed to insure that your household growth, asset, and client engagement targets are met.   Your management skills and leadership competencies will be used to provide direction and deliver results.

Typical daily activities include:
  • Sales coaching with your team
  • Sales process management
  • Business planning, process management, and project work
  • Handling escalated situations
  • Performance management of your staff 
  • Outreach and relationship building with key business partners
  • Working with internal business partners on a variety of projects and providing tactical guidance on strategic initiatives
  • Analysis and audit of performance data for trends and actions 
  • Performing compliance and administrative tasks  
The Active Trader Sales Manager role is a critical link in Schwab’s efforts to successfully grow our trading business. We believe that our values have helped us to build both a successful business model and an outstanding work environment.  We value teamwork, integrity, service, open communication, and perseverance.  If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab. A desire to lead, a passion for sales leadership, and a deep commitment to client service are absolutely required.

  • Bachelors degree
  • Minimum of 8-10 years in the financial services industry 
  • A minimum of 3 -4 years of management/sales management experience
  • Current and active Series 7, 9/10 and 63 licenses are required 
  • Series 3 (Futures) is a 90 day condition of employment
  • Excellent communication skills (written and verbal) 
  • Strong business judgment 
  • Proven success  in sales, sales management, and overall leadership (previous project management and or business analysis experience a plus)
  • Strong knowledge of the Active Trader/Options business and client base preferred.

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