Business Development Consultant
a day ago
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HybridFull-timeSenior
Summary
Charles Schwab is seeking a Business Development Consultant to join their team in Richfield, OH. The role involves serving as a liaison with sales and supervising the internal sales process for retirement plan services.
About the Role
As a Business Development Consultant, you will be responsible for understanding Schwab's products and services, underwriting Defined Contribution, Defined Benefits, or Non Qualified opportunities, and providing pricing rollups to Senior Leadership. You will partner with sales and other experts to evaluate business opportunities, attend prospect calls, and ensure alignment of RFP writers and presentation teams.
About You
Required:
- 8+ years of relevant financial services experience, including underwriting experience within the Retirement Plan Services Industry.
- Strong analytical and consultative skills.
- Capability to execute multiple initiatives simultaneously with high communication and project management.
- Comfort with ambiguity and ability to thrive in a complex, growth-oriented environment.
- Ability to adapt to changes in market and business conditions.
- Ability to operate independently and as part of a team.
Preferred:
- Employer-sponsored retirement plan expertise.
- Bachelor’s degree.
Benefits
- 401(k) with company match and Employee stock purchase plan.
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
- Paid parental leave and family building benefits.
- Tuition reimbursement.
- Health, dental, and vision insurance.
Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Richfield, OH