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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 that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm, and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future.
The Sr. Manager, Relationship Management & Service position will support clients and advisors while working directly with the legacy RIA firms within Schwab Asset Management (ThomasPartners Strategies, Wasmer Schroeder Strategies and Windhaven Strategies) with this role primarily focused on ThomasPartners Strategies and Windhaven Strategies. This team provides support to individual investors and institutional clients (advisors, intermediaries, consultants, etc.) and will be responsible for the following functions:
Required Qualifications
Preferred Qualifications
Full Time
Securities
$147k-205k (estimate)
04/25/2024
04/22/2025
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities