Robert Ebeling Email & Phone Number

Charlotte, NC, US

Philadelphia, PA, US

Greenwood Village, CO, US

• Responsible for the proactive retention of former Prudential and MassMutual clients. Facilitated client “renewal ready” exercises, repricing, and led re-bid process.
• Maintained a retention rate of greater than 86% to exceed corporate merger goal.

San Francisco, CA, US

• Managed the National Sales team for trust and custody sales, and the sale of blocks of retirement plans with independent recordkeepers that utilized Schwab trust & custody services.
• Created reporting to forecast sales and identify and track key advisor contacts and firms.
• Participated on the strategic planning committee for the merger of Schwab and TD Ameritrade’s Institutional Businesses.

Richfield, OH, US

• Managed Eastern Region Sales team for corporate retirement plans with assets from $10MM to over $1B. Managed the strategy and coverage of consultant and advisor relationships within the Eastern Region. Personally.
• Proactively developed and analyzed Salesforce reports to realign the sales team. The realignment created a more balanced prospect universe and allowed for more efficient coverage of key consultants and advisors.
• Successfully developed and implemented the engagement strategy for consultants and advisors nationwide.

Richfield, OH, US

• Managed Schwab's Consultant Strategy and Consultant Relationship Managers. Met and developed close relationships with leaders of consultant and advisor firms. Facilitated and hosted consultant conferences. Led.
• Doubled the number of annual consultant meetings from 150 to over 300 by restructuring the Consultant Relations Team and creating a Consultant Support Center.
• Awarded the 2015 Chairman’s Club Award in recognition of creating Schwab’s Consultant Support Center and a new consultant engagement model that streamlined the response to consultant requests and allowed salespeople to.

Cincinnati, Ohio, US

Managed a team of relationship managers and the profit and loss (P&L) for Fifth Third’s Institutional Business in their largest affiliate. P&L Management included pricing approval for products and services, product exception approvals, and expense management.

Cincinnati, Ohio, US

Sold Fifth Third’s institutional services including 401k, 403b, pension, and nonqualified plan administration, investment management and trustee services.

Boston, MA, US

Led a client service team responsible for overseeing the defined contribution, defined benefit and health and welfare programs of mega-market clients.

Boston, MA, US

Boston, MA, US

Boston, MA, US

Boston, MA, US

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