Director, Sales Business Management Consultant- Advisor Services

Charles Schwab is a leading provider of custody, trading, technology, and practice management solutions to registered investment advisors. They are seeking a Director, Sales Business Management Consultant to help advisory firms accelerate growth by improving sales effectiveness and business development practices through consulting and training.

Responsibilities:

• Lead sales-focused training workshops, consulting and sales coaching that help advisory firms strengthen business development practices, improve sales processes, and drive client acquisition and growth
• Partner with firm leadership and to implement structured sales disciplines, including pipeline management, client engagement strategies, and repeatable processes that improve business outcomes
• Facilitate engaging workshops, training sessions, and seminars, both virtual and in-person, using interactive techniques, real-world and strong group facilitation skills
• Design and develop scalable sales training curriculum and learning assets based on a proven history of successfully having helped other financial services firms increase sales, including presentations, tools, and other resources that support advisor adoption and implementation
• Drive meaningful client outcomes by ensuring training workshops and consulting reflect a genuine understanding of each client’s goals, translating them into behavioral change, and delivering measurable impact and a high-quality client experience
• Build strong relationships and credibility with advisors and internal partners, serving as a trusted resource and collaborating closely with Relationship Managers to deepen engagement
• Identify opportunities to expand consulting and training adoption across advisor relationships, contributing to client growth and broader business impact

Requirements:

• 7+ years of experience in sales training, consulting, facilitation, or other client-facing roles
• Strong experience as a subject matter expert on sales processes and execution, as well as client acquisition strategies
• Demonstrated success balancing training, consulting, facilitation, and relationship management in a fast-paced, client-focused environment, with the ability to deliver engaging workshops, scalable learning experiences, and supporting resources
• Strong executive communication and presentation skills, including success presenting to senior executives
• Ability to quickly establish trust and credibility with internal partners, listen deeply, and tailor recommendations and implementation strategies to each client's unique business needs
• Demonstrated ability to lead multiple priorities simultaneously while maintaining organization, follow-through, urgency, persistence, and accountability, including navigating obstacles creatively to maintain progress and drive outcomes
• Bachelor's degree or equivalent work experience
• Ability to travel up to 70%
• Experience in wealth management, financial services, preferably in the RIA industry
• MBA and/or a clear understanding of business fundamentals (e.g. financial statements, business functions, organization structure)
• Experience with sales training methodologies or frameworks
• Ability to develop a sales point of view and translating that into a structured, focused on actionable next steps
• Background in coaching or developing sales professionals or teams