Sheila Schmitt

Captain
DISC Type : DS

Director of Operations and Client Services at Austin Wealth Management

Austin, Texas, United States

Overview

As Director of Operations and Client Services at Austin Wealth Management, Sheila Schmitt has built a career focused on exceptional client relations. With a background spanning the financial, advertising, and video production industries, she leverages her diverse experience to enhance operational efficiency. She holds a Bachelor of Science from The University of Texas at Austin.

Sheila demonstrates a strong connection to her alma mater, The University of Texas at Austin. She actively shares in the success of her company, which has been recognized as one of the "Longhorn 100" fastest-growing businesses led by university alumni.

Her pride in her companys achievements is evident, especially in its recognition within the UT Austin alumni community.

Personality Overview

Output-Driven

Decisive But Calm

Planner & Achiever

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Client Services
Her career progression at Austin Wealth Management, from associate to Director of Client Services, highlights her focus in this area.
Team Growth
Has posted multiple social media updates about hiring for key roles, including Senior Investment Operations Specialists and planning associates.
Operational Excellence
[Predicted] Her role as Director of Operations implies a strong focus on ensuring the firm runs efficiently and effectively to support client needs.

Media Appearances

Sheila has no verified media appearances

Work History

2-2023
Director of Operations and Client Services at Austin Wealth Management
7-2021 - 2-2023
Client Services Manager at Austin Wealth Management
8-2019 - 7-2021
Client Service Associate at Austin Wealth Management
1-2018 - 7-2019
Non-Registered Assistant at Southwest Business Consultants, Inc.
11-2016 - 8-2017
Manager, Demand Operations at Seracast

Education

1998 - 2002
Bachelor of Science (B.S.) from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 22 Location : Austin, Texas, United States Job Level : Mid-senior Designation : Director of Operations and Client Services at Austin Wealth Management
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Insights For Selling To Sheila

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sheila is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Sheila

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Sheila move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Sheila take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Sheila

Personality Compatibility


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