2007 Awards

• June 2007: For the second consecutive year, Schwab was ranked on Computerworld's list of Top 100 Places to Work in IT. Schwab jumped 44 places in one year to rank 53rd overall for 2007 and 24th among companies with more than 10,000 employees.
• June 2007: Charles Schwab ranked number four in the top five online brokers in June's Consumer Reports magazine. Schwab received an overall score of 85 and was rated 'Excellent' in the categories of Banking & Asset Management, Research & Education and Customer Support.
• April 2007: The San Francisco Chronicle named Charles R. Schwab its CEO of the Year.
• April 2007: Schwab's Talk to Chuck™ advertising campaign won the Grand Ogilvy Award in the ARF David Ogilvy Awards. Schwab was cited as "the best of the best " for successfully utilizing research to produce an ad campaign that achieves exceptional business results.
• April 2007: Schwab's careers website ranked number six in the The Top Employer Web Benchmark 2007 done by Potentialpark, a research and consulting firm specializing in recruitment communication.
• March 2007: Barron’s awarded first place for five-year performance to a model portfolio based on Schwab Equity Ratings® - this time for the five-year period ending December 31, 2006. Schwab previously won twice for five-year performance and posted two consecutive wins in the three-year category.

Working at Schwab requires someone committed to serving our clients' best interests, who acts according to our values and furthers our purpose of helping everyone become financially fit. We place a premium on high performance and high-quality service.

Schwab’s commitment to employees is a natural extension of our values. As a member of the Schwab team, you can expect:

• Rewards based on performance
• Help to perform at your best
• A supportive relationship with your manager
• A positive work environment
• A great employee experience

Our goal of helping everyone become financially fit extends to our employees and benefits play a large role in everyone’s financial well-being. Our valuable benefits package helps employees stay healthy, manage work and personal lives, and save for the future. Charles Schwab is an equal opportunity employer, fostering a workplace based on integrity and mutual respect.

Business Development Officer

Location: Chicago, IL 60606

Job Category: Sales/Retail/Business Development

Job Description

Business Development Officer
Schwab Advisor Services Sales

Charles Schwab’s purpose is to help everyone become financially fit.  Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all.  For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them.

At Schwab, we respect the unique differences of our employees, our clients and the communities we serve – striving to create a consistent and rewarding employee experience.  If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there’s a place for you at Schwab!

Organization Objective/Purpose:
Schwab Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you!  Our heritage of serving advisors by bringing them the “best of Schwab,” our specialized expertise and our continued investment in their business is unparalleled. Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced, dedicated people to our advisor clients to help them profitably grow, compete and succeed in their business efforts.

Brief Description of Role:
As a Business Development Officer, you will prospect for new custody and trading services by recruiting Advisors Turning Independent from the Wirehouse, Independent Broker Dealer or Trust Bank channels and fee-based independent investment advisors with a minimum of $25MM in assets under management.  We are looking for motivated aggressive sales professionals with financial services experience and knowledge of this geographic area.

Technical/Functional Qualifications:
Our ideal candidate will be an entrepreneurial self starter; and have a proven ability to exceed quarterly goals as set by the company.  Candidates will have a Bachelor's degree or equivalent work related experience, Series 7 and 63 licenses and a minimum of 5 years of proactive sales experience in the financial services industry.  You will have demonstrated ability to manage complicated B2B sales situations.
We are looking for someone with strong interpersonal skills, comprehensive industry knowledge, comfortable with new relationships and cold calling opportunities.  Must have substantial knowledge of competitor's products, services, sales tactics and weaknesses.

Education: BA/BS

Contact Information

Reference Code: PC8z001