Description

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and technology solutions for independent fee-based investment advisors (RIAs) is seeking an enthusiastic, results-driven individual to serve as a Relationship Manager, AS Centralized Relationship Management.

We are committed to seeing "through our client's eyes." We serve advisors by providing specialized expertise and continued investment as a strategic partner in the RIA space. Your experience and commitment will strengthen client relationships by expanding the depth and breadth of services offered, supported a strong service offering, leading technology platforms and dedicated professionals to help them successfully grow, compete, and succeed.

The ideal candidate will cultivate and nurture relationships with our advisors while actively pursuing opportunities to improve 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 while positively representing Schwab's brand and values.

• We are seeking a Relationship Manager to support Registered Investment Advisors as they grow, compete, and succeed.
• You must demonstrate the ability to build lasting relationships with your team, your advisor clients, internal and external partners, and have strong knowledge of Schwab resources, products, and services or transferrable experience working within the RIA industry.
• You are consultative; you will serve as a thought partner to our advisors. To be successful, you must be proactive and have good listening skills to understand advisor needs and requests, promptly identify internal partners to solve problems, proactively deliver relevant resources and ensure advisor satisfaction.
• You are business focused - you will be responsible for identifying, pursuing, and winning new assets and revenue opportunities. All while observing strong judgment in negotiations.
• Schwab Advisor Services has set out to challenge the status quo, looking for ways to offer our clients more value.

What you have

Required Qualifications:

• Active and valid FINRA Series 7 license required
• Active and valid FINRA Series 63 license required
• At least 5 years of financial services industry and RIA relationship management experience
• In-depth knowledge of Advisor Services offering. Absent that, you have transferable brokerage industry knowledge and/or the ability to learn the products and services with a limited learning curve.
• Knowledge of all aspects of the RIA industry including technology, operations, practice management, compliance, competitive landscape
• You are a team player
• Drive - you demonstrate ability to deliver excellent client service and sales results
• Initiative and curiosity - proactively seek to understand overall relationship scope and identify opportunities
• Resourcefulness - anticipate, research, address and resolve problems
• Superior communication, presentation, interpersonal and listening skills
• Excellent conflict resolution, problem-solving, people skills and a strong work ethic
• Adaptability - you are process driven and have time management skills to navigate a dynamic environment

Preferred Qualifications:

• Bachelor's degree preferred

Requisition #: 2025-117336

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Requirements

2025-117336