Managing Director - Advisor Services Relationship Management

Charles Schwab Corporation; Saskatchewan; On-site; CAD 100,000 - 200,000; Full time

Job summary

An established industry player is seeking a dynamic Managing Director for Relationship Management. This pivotal role involves leading a team in a B2B sales environment, fostering strong client relationships, and driving strategic insights to enhance client operations. With a focus on the RIA industry, the ideal candidate will leverage their extensive experience to motivate and coach direct reports while navigating complex sales processes. This opportunity offers a competitive compensation package and the chance to make a significant impact in a supportive and innovative environment.

Qualifications

• 6+ years in financial services and RIA industry experience.
• 2+ years of sales management experience required.
• Expertise in RIA industry operations and compliance.

Responsibilities

• Lead and coach Relationship Managers in B2B sales.
• Manage client relationships and negotiate pricing.
• Deliver insights and recommendations to clients.

Skills

Sales Management

Relationship Management

Client Service

Negotiation Skills

Communication Skills

Problem Solving

Team Building

Data-Driven Insights

Education

Bachelor’s Degree

Job description

Your Opportunity

Managing Director, AS Relationship Management

Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage of serving advisors by bringing them the “best of Schwab,” our specialized expertise and our continued investment in their business is unparalleled. Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced, dedicated people to our advisor clients to help them profitably grow, compete and succeed in their business efforts.

The Managing Director (MD) of Relationship Management will, in a business-to-business (B2B) sales environment, provide leadership, sales management and coaching to Relationship Managers and a Support Specialist.

What you have

• Motivate and coach direct reports through all stages of Schwab Advisor Services’ sales process.
• Anticipate client issues and problems and proactively take necessary steps to prevent such problems from occurring while effectively coordinating with other SI departments.
• Manage and grow existing client relationships and influence positive change in their operations, as well as communicate policy changes to them.
• Manage and organize sales situations with clients, as well as negotiate long term pricing in exchange for increased assets.
• Delivering data-driven insights, producing recommendations and business cases to support actionable strategic direction to the client community being served.
• Bachelor’s degree or equivalent work related experience required
• Active and valid FINRA Series 7 & 63 licenses required
• Active and valid FINRA Series 24 license required (may be obtained under a condition of employment)
• Must have expertise in all aspects of the RIA industry including technology, operations, practice management, compliance, fee structures and the competition
• Must have at least 6 years of financial services, RIA industry and relationship management experience
• Must have at least 2 + years of sales management experience
• Deep understanding of, and adherence to, Schwab Advisor Services’ sales’ process coupled with solid understanding and the ability to leverage and communicate features and benefits of our platform, technologies, tools, products, and services
• Shown ability to deliver excellent client service with the ability to anticipate and resolve problems under their own initiative
• General management background including familiarity with human resources policies related to management
• Experience with building teams; ability to empower and coach direct reports
• Superior communication, interpersonal and listening skills
• Outstanding presentation and negotiation skills – ability to think on feet, solve problems, listen, persuade, and develop win/win solutions
• In-depth knowledge of Schwab Institutional products and services
• Base Compensation: $100,000-$200,000. Your compensation may be different. Talk with your Talent Advisor to learn more. In addition to the salary range, this role is also eligible for bonus or other incentive opportunities.