Nathan Christ, Crpc® Email and Phone Number

I have the privilege of leading a team of financial professionals who are responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. My responsibilities include coaching, professional development, and the career growth of team members, while fostering a culture of continuous improvement in our professional lives and in the lives of the clients we serve.

Supervise, coach and develop a team of associates by leading goal-setting sessions and creating action plans for an exceptional client experience, maximizing sales performance, as well as individual career planning and progression. Maintain extensive knowledge of the securities industry, call center management, clearing functions and products and services, supervisory requirements and other internal policies and procedures. Deliver solutions for complex client and associate issues and play a critical role in de-escalating client situations. Creating a strong culture centered around our core values and attracting/maintaining top talent to our organization. Playing an integral role in running the business as frequent project management opportunities are assigned by leadership.

Leading a team of financial services professionals (including registered brokers, broker trainees, and customer service reps) to deliver world class service that promote client loyaltyDeveloping team members through coaching, career development mentoring, and motivational techniquesWorking collaboratively with other managers and leadership in cross departmental projects and initiativesAssessing and resolving escalated client issues and assistiing with navigation of Schwab products and services

As a key member of the Retail Learning & Development team, the Sr. Sales Instructor has an amazing opportunity to train, motivate, capture and share winning best practices, and improve processes within the Sales Organization. Deliver face to face and virtual learning experiences, program management including, consulting, designing, evaluating and improving training programs and content. Work closely with business leaders to shepherd new hires through their first 6 months in their new career.Conduct training related to consultative sales dialogue model, Goal Planning, Guidance Solutions and Systems.Manage and assist with the implementation of both technical and soft-skill classes for audiences of adult blended learning methodology.Work closely with internal team members, business partners and other stakeholders throughout the training lifecycle in order to ensure that solutions meet or exceed business objectives.Evaluate and improve training materials including facilitator guides, participant guides, CBTs and presentations.Gather feedback and understand the needs of the business to ensure training strategy consistently aligns with the goals of the business.Develop content that supports learning objectives and training strategies by understanding the business needs, working with SMEs and fact finding with business partners.Organize the content in a meaningful way that engages the learner and conveys clear messages and desired behaviors.

Built authentic, long lasting relationships by creating awareness of guidance solutions, through goal based planning and always protecting client interest. Achieved organic growth of practice assets through collaboration with multiple business partners and demonstrating an unsurpassed client experience.

Delivered great expereinces by taking ownership of challenging client issues. Helped our clients grow through the introduction of resources and services we provide to help them achieve their personal financial visions. Worked as a team to indentify oppurtunities to sustain associate engagement, and provide a fun, fast paced work enviroment.