Hybrid Wealth Services Manager

The Charles Schwab Corporation; Orlando (FL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+

Tuition reimbursement

Health, dental, and vision insurance

Paid parental leave

Job summary

The Charles Schwab Corporation is seeking an experienced Advisor Services professional to manage advisor relationships and drive service excellence in a hybrid work setting.

The role requires exceptional client service, strong industry knowledge of the RIA and brokerage space, and the ability to collaborate across departments to deliver solutions. FINRA licenses (7 and 63/66) are required, with travel for client visits on a limited basis. Bachelor's degree or equivalent experience preferred.

Qualifications

• Entrepreneurial self-starter with strong client-service orientation.
• Ability to foster internal partnerships to serve clients effectively.
• Excellent communication, presentation, interpersonal and listening skills.
• Demonstrated knowledge of RIA and brokerage industries.
• Strong relationship management: collaboration, influencing and negotiation.

Responsibilities

• Manage workflow and projects for dedicated advisor relationships in a fast-paced team environment.
• Maintain strong communications between internal partners, including sales and leadership.
• Grow relationships with clients and influence operational improvements; communicate policy changes.
• Demonstrate understanding of Schwab tools, products and services and promote adoption.
• Identify potential risk issues and implement proactive solutions.
• Collaborate with Advisor Services departments to generate solutions benefiting the business.

Skills

Entrepreneurial mindset

Relationship management

Communication skills

Problem solving

Industry knowledge

Time management

Travel availability

FINRA licenses

Teamwork and collaboration

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Job description

The Charles Schwab Corporation is seeking an experienced Advisor Services professional to manage advisor relationships and drive service excellence in a hybrid work setting.

The role requires exceptional client service, strong industry knowledge of the RIA and brokerage space, and the ability to collaborate across departments to deliver solutions. FINRA licenses (7 and 63/66) are required, with travel for client visits on a limited basis. Bachelor's degree or equivalent experience preferred.