What are the responsibilities and job description for the Sr Relationship Manager, Advisor Services, Relationship Management position at Charles Schwab?
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.
Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and technology solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to serve as Senior Relationship Manager.
Our heritage of serving advisors (our clients) by bringing them the “best of Schwab,” our specialized expertise, and our continued investment as a strategic partner in their business is unparalleled. Your experience and commitment will allow us to strengthen relationships with our clients by expanding the depth and breadth of services offered, which are supported by leading technology platforms and dedicated professionals to help them successfully grow, compete, and succeed in their business efforts.
The ideal candidate will handle complex client relationships with our top-tier advisors as you actively pursue opportunities to improve their level of efficiency and profitability, focusing on growth and retention. As a Senior 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.
To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that successful candidates should have.
Required Qualifications
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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.
Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and technology solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to serve as Senior Relationship Manager.
Our heritage of serving advisors (our clients) by bringing them the “best of Schwab,” our specialized expertise, and our continued investment as a strategic partner in their business is unparalleled. Your experience and commitment will allow us to strengthen relationships with our clients by expanding the depth and breadth of services offered, which are supported by leading technology platforms and dedicated professionals to help them successfully grow, compete, and succeed in their business efforts.
The ideal candidate will handle complex client relationships with our top-tier advisors as you actively pursue opportunities to improve their level of efficiency and profitability, focusing on growth and retention. As a Senior 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.
To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that successful candidates should have.
Required Qualifications
- Bachelor's degree or equivalent work-related experience.
- Must have an Active and valid FINRA Series 7 and 63 license.
- Must have a minimum of 5-7 years of financial services industry and or RIA industry
- Must have Sales experience
- Must have relationship management experience Up to 50% travel
- Candidate will work remotely; however MUST reside in one of the following states and cities (TX , FL, or Atlanta) within this territory
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Salary : $137,500 - $172,000