Charles Schwab · 12 hours ago
Senior Relationship Manager, AS Enterprise Relationship Management
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expCharles Schwab is a leader in custodial, operational, trading, product, and technology solutions for independent fee-based investment advisors. They are seeking a Senior Relationship Manager to develop deep relationships with Enterprise clients, advocate for their needs, and drive strategic initiatives to maximize value for both Schwab and the clients.
Financial Services
No H1B
Responsibilities
Develop deep relationships with the C-suite of Enterprise firms to become a trusted advisor
Masters partnering and collaborating with Enterprise firms to shape their strategic vision, while nurturing relationships across multiple levels of the firm, including establishing a presence and influencing growth with affiliated offices
Owns strategic client development; identified and develops strategies for the Enterprise Firm through opportunity identification; establishes proper advisor expectations and searches for ways to extend and expand the business relationships
Assembles executive level selling teams, sets objectives with the selling team, coaches and influences without direct authority the selling team to deliver on outcomes
Serves as the primary relationship Executive between the advisor and Schwab, advocating for the Enterprise firm, while balancing the needs of the company with the overall goal of maximizing the value of the relationships to both parties
Influences internal stakeholders, product leaders, and Executives to make strategic investments in capabilities to support the Enterprise firm’s priorities, oversees the build and implementation with advisors
Contribute to the firm strategy by providing strategic insights from Enterprise relationships to inform strategic investments/capabilities that may benefit the larger RIA Community
Acts as the Executive Sponsor and is accountable for all strategic initiatives the Enterprise firm is collaborating with Schwab; responsible for directly managing the end-to-end project or coordinating with Shared Services
Accountable for profitable revenue growth and leads pricing and benefit negotiations internally and with the Enterprise firm
Qualification
Required
Up to 50% travel
Bachelor's degree or equivalent work-related experience
Must have an Active and valid FINRA Series 7
Must have an Active and valid FINRA 63 license or can be obtained by condition of employment
Must have a minimum of 10+ years of RIA industry experience
Must have sales, consulting, or RIA business management experience
Must have internal or external relationship management experience
Preferred
In-depth knowledge of Schwab 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
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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