Manager, Client Relationship Support- Sunnyvale, CA

Charles Schwab Corporation; Sunnyvale (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Charles Schwab Corporation in Sunnyvale is seeking a Client Relationship Manager to lead a branch, deliver outstanding client service, and coordinate across teams to ensure precise operations and regulatory alignment.

This role requires active FINRA Series 7 and 63 licenses, with potential to obtain Series 9 and 10 during tenure, and 2+ years in a supervisory role. You will coach staff, drive performance, and foster collaborative client outcomes.

Qualifications

• A valid and active FINRA Series 7 and 63 license required.
• Currently hold or obtain the FINRA Series 9 and 10 license as it will be required during your tenure on the job.
• Relevant financial services or client‑facing experience with 2+ years in a management or supervisory role preferred.

Responsibilities

• Deliver consistent, high‑quality client experience in a direct client facing capacity.
• Coordinate across teams and partner with branch leadership to ensure operational accuracy and workflow efficiency.
• Coach team members, reinforce service excellence, and promote accountability to drive branch performance.
• Support regulatory initiatives and maintain alignment with firm standards and client needs.

Skills

Client relationship management

Leadership

Collaboration

Communication

Managing performance

Education

FINRA Series 7 & 63 license

FINRA Series 9 & 10 license (preferred during tenure)

Job description

Your Opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As a Client Relationship Manager, you are a key branch leader responsible for delivering consistent, high-quality client experience in a direct client facing capacity. You coordinate across teams, partner with branch leadership, and ensure operational accuracy, workflow efficiency, and successful execution of firm and regulatory initiatives.

You strengthen client relationships by resolving complex needs with empathy and professionalism, while using emotional intelligence to navigate escalations and support team collaboration. You also drive branch performance by coaching team members, reinforcing service excellence, and promoting accountability. This role offers the opportunity to expand your leadership impact while building expertise in client relationship management, operations, and performance in a fast-paced environment.

Why you’re set up for success:You’ll operate in a highly collaborative branch environment where strong partnerships and shared accountability drive results. With direct exposure to both client interactions and operational leadership, you’ll build a well-rounded skill set that strengthens your ability to influence client outcomes, optimize processes, and support team performance.

Schwab Training and Development

• Completes Schwab’s corporate training program focused on supervision, employee evaluation, and leadership to build foundational management and coaching capabilities.

• Your individualized development continues through hands‑on training and mentorship within your branch. You’ll collaborate closely with your branch leaders, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.

Career Pathing

• The Client Relationship Manager role provides a strong foundation for career growth at Schwab. Our "choose your own adventure" approach empowers you to explore paths aligned to your strengths. Through ongoing development, mentorship, and exposure to both client and operational excellence, you’ll have the flexibility to shape a career path that reflects your skills, interests, and long‑term goals.

Competitive Compensation

• In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

What you have

The expertise you bring:

• A valid and active FINRA Series 7 and 63 license required

• Currently hold or obtain the FINRA Series 9 and 10 license as it will be required during your tenure on the job

• Relevant financial services or client‑facing experience with 2+ years in a management or supervisory role preferred

The skills you bring:

Client Relationship Management: Build trusted client relationships, communicate proactively, and resolve concerns with sound judgment.

Attention to Detail: Manage workflows accurately, prioritize competing demands, and uphold operational standards.

Communication: Communicate clearly across audiences and navigate client and team interactions effectively.

Managing Performance: Coach team members, foster collaboration, and help drive branch performance and service excellence.