Description

Your Opportunity

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.

The ideal candidate will handle complex client relationships with large advisors as you actively pursue opportunities to improve their level of efficiency and profitability, focusing on growth and retention. As a Relationship Manager, you will effectively coordinate with Service, Marketing, Business Consulting, and other key partners across the organization to proactively anticipate client needs and resolve situations as they occur. You will influence positive change in their organizations to support their evolving needs, as well as present policy changes, negotiate pricing, conduct business reviews, and organize client events. As the main point of contact for your assigned clients, you will be responsible for developing and maintaining meaningful relationships, positively representing Schwab's brand and values.

We are seeking an entrepreneurial self-starter; who has a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under their own initiative. We are looking for someone with superior communication, presentation, and interpersonal skills with an exemplary consultative selling/relationship management acumen.

• Must have demonstrated expertise in all aspects of the RIA industry including technology, sales, operations, practice management, compliance, competition, and fee structures.
• In-depth knowledge of Advisor Services products, operating system, and services preferred or demonstrated transferable brokerage industry knowledge and/or the ability to learn the products and services with a limited learning curve.
• Must have demonstrated ability to negotiate, cold call, trouble-shoot, relate to people of all levels, and can think on his/her on their feet.
• Proven record of achieving/exceeding sales goals with a history of building strong business relationships and internal partnerships.

The opportunity offers fully remote work with up to 50% travel. Preference is for a candidate to be located within the Phoenix, Denver, Orlando, and Austin locations.

In addition to the salary range, this role is also eligible for bonus opportunities.

What you have

• A valid and active FINRA Series 7 and 63 license required
• A minimum of 5 years experience within the financial services industry
• A minimum of 3 years of B2B sales/consulting experience managing complex relationships within financial services industry
• Candidates will have a Bachelor's degree or equivalent work related experience
• Strong interpersonal skills and comfort with navigating across large organizations on behalf of clients
• Strong client focus and a track record of exceeding client expectations
• Substantial knowledge of the RIA Industry, including competitors' offerings, service structure, and business development approach
• Ability to travel consistently to meet with clients in the field

Requisition #: 2026-118230

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Requirements

2026-118230