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Charles Schwab · 10 hours ago

Relationship Manager, Enterprise Solutions- Advisor Services

US-FL-Orlando

Full-time

Hybrid

Senior Level

$114K/yr - $139K/yr

5+ years exp

Charles Schwab is a leading provider of custodial, operational, and trading support for independent fee-based investment advisors. They are seeking a Relationship Manager to handle complex client relationships, improve efficiency and profitability for large advisors, and coordinate with various internal teams to meet client needs.

Financial Services

Responsibilities

Handle complex client relationships with large advisors

Pursue opportunities to improve client efficiency and profitability

Focus on growth and retention

Coordinate with Service, Marketing, Business Consulting, and other key partners

Anticipate client needs and resolve situations as they occur

Influence positive change in client organizations

Present policy changes, negotiate pricing, conduct business reviews, and organize client events

Develop and maintain meaningful relationships with assigned clients

Represent Schwab’s brand and values positively

Qualification

RIA industry expertiseB2B sales experienceFINRA Series 7 licenseFINRA Series 63 licenseAdvisor Services knowledgeClient relationship managementNegotiation skillsInterpersonal skillsPresentation skillsProblem-solving skills

Required

Must have demonstrated expertise in all aspects of the RIA industry including technology, sales, operations, practice management, compliance, competition, and fee structures

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

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

Preferred

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