Strategic Retirement & Equity Plan Biz Development Lead
charles schwabWestlake (TX)
Strategic Retirement & Equity Plan Biz Development Lead
Posted 6 days ago
charles schwabWestlake (TX)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelOther Management Consulting Services
SENIORITY
Manager
About the role
Charles Schwab is seeking a Business Development Consultant to drive retirement plan opportunities through proactive prospecting and strategic engagement with plan sponsors, consultants, and advisors.
The role partners with external sales teams and internal partners to build a robust sales pipeline and advance opportunities through the cycle, leveraging industry knowledge and CRM to track progress and outcomes.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.