Relationship Manager, Advisor Services

The Charles Schwab Corporation; Colorado; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Bonus opportunities

Competitive benefits

Job summary

The Charles Schwab Corporation is seeking a Relationship Manager on the Relationship Development Team to manage strategic advisory firm relationships and expand Schwab’s share of wallet. You will educate firms on custodial value and lead asset consolidation discussions with senior decision makers.

In this role you’ll partner with sales, service, marketing and leadership to drive growth and ensure client outcomes, while supporting portfolios with assets over $100M. Hybrid work is available.

Qualifications

• Active FINRA Series 7 and Series 63 licenses.
• 5+ years of experience in the RIA industry, financial services, or custody‑related relationship management and sales.
• Strong knowledge of the RIA ecosystem, including custody, technology, operations, practice management, and the competitive landscape.
• Ability to drive asset growth and share-of-wallet expansion by identifying opportunities and articulating differentiated value.
• Relationship ownership and consultative influence skills with senior-level stakeholders.
• Strong business development and negotiation skills applied to influencing custodian selection and asset consolidation conversations.
• Clear, confident communication and presentation skills to educate firms on Schwab’s custodial value.
• Collaborative execution skills across internal teams to deliver client outcomes.

Responsibilities

• Own and grow strategic advisory firm relationships by managing a portfolio of firms with over $100M in AUM where Schwab is not the primary custodian.
• Expand Schwab’s share of wallet by identifying and converting assets held away from Schwab.
• Lead consultative engagement and value education with custodial, technology, trading, and operational capabilities.
• Collaborate across Schwab to deliver results with sales, service, marketing, and leadership teams.

Skills

Relationship management

Business development

Negotiation

Communication

RIA industry knowledge

Education

Bachelor's degree

Tools

CRM software

Microsoft Excel

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. We’re committed to integrity, collaboration, and putting clients at the center of everything we do, while giving you the opportunity to own your tomorrow.

The Relationship Development Team focuses on established advisory firms with significant assets held away from Schwab, including firms with more than $100M in assets under management outside of Schwab. As a Relationship Manager on this team, you’ll serve as a consultative partner to under-penetrated advisory firms, deepening relationships, expanding Schwab’s share of wallet, and helping firms fully understand and leverage Schwab’s custodial value.

In this role, you’ll pair strategic relationship ownership with targeted business development—educating firms, influencing custody decisions, and leading asset consolidation efforts that drive long-term growth for both Schwab and our clients.

Key Outcomes & Responsibilities

• Own and grow strategic advisory firm relationships by managing a portfolio of firms with over $100M in AUM where Schwab is not the primary custodian, building trust with senior decision makers, and positioning Schwab as a long-term partner.
• Expand Schwab’s share of wallet by identifying and converting assets held away from Schwab, supporting assisted sales efforts, and influencing custody decisions through clear articulation of Schwab’s differentiated value.
• Lead consultative engagement and value education by helping firms better understand Schwab’s custodial, technology, trading, and operational capabilities, and conducting strategic business reviews aligned to firm growth and efficiency goals.
• Collaborate across Schwab to deliver results by partnering closely with sales, service, marketing, business consulting, and leadership teams to support asset transitions, resolve client challenges, and represent the voice of under-penetrated firms.

What you have

Required Qualifications

• Active and valid FINRA Series 7 and Series 63 licenses.
• 5+ years of experience in the RIA industry, financial services, or custody‑related relationship management and sales.
• Strong knowledge of the RIA ecosystem, including custody, technology, operations, practice management, and the competitive landscape.
• Ability to drive asset growth and share-of-wallet expansion by identifying opportunities, articulating differentiated value, and executing disciplined follow-through in under-penetrated, competitive environments.
• Relationship ownership and consultative influence skills, demonstrated by building credibility with senior-level stakeholders and positioning solutions that align to firm growth strategies, custody decisions, and competitive dynamics.
• Strong business development and negotiation skills, applied to influencing custodian selection, supporting assisted sales, and leading asset consolidation conversations with advisory firms.
• Clear, confident communication and presentation skills, used to educate firms on Schwab’s full custodial value and lead strategic business reviews with firm leadership.
• Collaborative execution skills, demonstrated by mobilizing internal partners across sales, service, marketing, and leadership to deliver cohesive client outcomes.
• Demonstrated comfort operating with high initiative, accountability, and prioritization discipline while managing complex relationships and competing opportunities.

Preferred Qualifications

• Bachelor’s degree or equivalent experience.
• Experience supporting multi‑custodial advisory firms or leading asset transitions and custody conversions.

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