Relationship Manager, AS Relationship Management- Mid-Atlantic Region

Schwab Advisor Services Relationship Manager

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 a 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 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 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 within the territory. Region coverage includes the Mid-Atlantic US and the candidate must reside within this territory.

What You Have

To ensure that we fulfill our promise of challenging the status quo, this role has specific qualifications that you should have :

• 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 3-5 years of financial services industry and / or RIA industry.
• Must have sales experience.
• Must have relationship management experience.
• Candidate will work remotely.

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

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 collaborationso 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 :

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.