Manager, AS Service

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

Your Opportunity

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.

Advisor Wealth Services (AWS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. The AWS Premier Wealth Group seeks to add value to industry-leading advisory firms across the country by providing exceptional client service and support.

We have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps them and their clients thrive. We understand their needs and work side by side providing the support they need to help them manage their firm and meet their goals. RIAs and their clients are at the center of everything we do.

Job Responsibilities:

• Manage workflow and projects of your dedicated advisor relationship while providing superior overall relationship management service to our advisors and their end clients in a fast paced, team environment.
• Maintain a strong band of communication between internal business partners, including sales and leadership.
• Manage and grow the existing relationship with your clients and influencing positive change in their operations, as well as communicating policy changes to them.
• Demonstrate superior understanding of features and benefits of Schwab tools, products and services to encourage adoption while offering solution-based service.
• Anticipate potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions.
• Partner with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business.

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Attributes of an entrepreneurial self-starter; and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative.
• Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships.
• Superior communication, presentation, interpersonal and listening skills.
• Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.
• In-depth knowledge of RIA industry as well as demonstrated brokerage industry knowledge.
• Excellent relationship management skills including collaborating, influencing and negotiating.Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet.
• Initiative to create change through process improvements, training and streamlining functions.
• Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively.
• Ability to identify potential risk situations and mitigate timely and effectively.
• Advanced technical skills with knowledge of Microsoft Outlook, Word, Excel and PowerPoint.
• Flexibility to travel for client visits/events on a limited basis.
• FINRA Series 7 and 63 or 66 licenses required. FINRA Series 9 & 10, or 24, preferred. Job level may depend on licensing.
• Preference for prior customer service or related experience
• Bachelor’s degree or equivalent work experience

In addition to the salary range, this role is also eligible for bonus or incentive 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 collaboration—so 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:

• 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