Manager, Business Development Support

The Charles Schwab Corporation; Westlake (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical program

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking a Client Analyst within our Institutional Registered Investment Advisor sales team to support Schwab Asset Management offerings and educate advisors on investment solutions.

You will partner with Regional Directors and client service teams, respond to inquiries, schedule client meetings, and navigate Salesforce to keep data accurate, helping grow assets under management across wealth and asset management solutions.

Qualifications

• Must have Series 7 and Series 66 licenses.
• Bachelor’s degree required.
• Experience with wealth management and financial planning.
• Understanding of investment styles and vehicles.
• Excellent communication skills, both oral and written.
• Strong client relationship management and marketing/sales abilities.
• Excellent organizational skills.

Responsibilities

• Develop understanding of Schwab Asset Management investment solutions and positioning.
• Partner with Regional Directors and teams to provide support to financial consultants, clients, and prospects.
• Build trusted relationships to support growth of SAM offerings.
• Respond to inquiries regarding SAM offerings from external client sources.
• Assist with scheduling client meetings and events.
• Navigate CRM platforms, including Salesforce, and maintain accurate data.

Skills

Communication skills

Client relationship management

Marketing/sales skills

Organizational skills

Wealth management knowledge

Investment knowledge

Education

Series 7 license

Series 66 license

Bachelor’s degree

Tools

Salesforce

Job description

Your Opportunity

The Wealth & Asset Management Solutions (WAMS) team is part of the Wealth & Advice Solutions (WAS) enterprise.The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels. The team also supports with the marketing efforts of the solutions, working closely with Offer Management, Product, and Marketing teams.We are seeking a Client Analyst within our Institutional Registered Investment Advisor (RIA) sales team.

What You Are Good At

The Client Analyst will partner with WAMS Regional Directors to equip Schwab client-facing professionals, clients, and prospects with timely education, updates, and insights on investment products, including the investment philosophy, strategy, process, and performance of specific offerings. Through this support, the Client Analyst will help drive growth in assets under management across wealth and asset management solutions. Success in this role requires building trusted relationships with consultants and advisors while delivering effective education and support to their clients.

The main job responsibilities are to:

• Develop a strong understanding of Schwab Asset Management (SAM) investment solutions, philosophies, and positioning.
• Partner with Regional Directors, Business Development Officers, and Client Service teams to provide financial consultants, clients, and prospects with ongoing support related to investment products and strategies.
• Build trusted relationships with Schwab financial consultants to support growth of Schwab Asset Management (SAM) offerings.
• Respond to inquiries regarding Schwab Asset Management (SAM) offerings received from external client sources.
• Assist with scheduling client meetings and client events.
• Navigate CRM platforms, including Salesforce, and maintain accurate, up-to-date Salesforce data.

What you have

• Series 7 and Series 66 licenses required.
• Bachelor’s degree required.
• Experience with wealth management – financial planning and investment planning
• Understanding of traditional investment styles and vehicles (i.e., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy required.
• Excellent communication skills (oral and written) required.
• Excellent client relationship management and marketing/sales skills.
• Excellent organizational skills.

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