Relationship Manager, AS Relationship Management- Central TX Region

Charles Schwab Corporation; California (MO); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a Relationship Manager to enhance client relationships and coordinate with internal teams. The position offers remote work with some travel required. Candidates should have a Bachelor's degree, appropriate licenses, and experience in financial services or the RIA industry.

Benefits

Bonus opportunities

Fully remote work

Up to 50% travel

Qualifications

• A minimum of 3-5 years of experience in financial services or RIA industry.
• Active and valid FINRA Series 7 and 63 licenses are mandatory.
• Demonstrated history of exceeding sales goals and building strong business relationships.

Responsibilities

• Manage complex client relationships with large advisors.
• Coordinate with various departments to anticipate client needs.
• Present policy changes and conduct business reviews.

Skills

Client service

Communication skills

Negotiation

Relationship management

Sales acumen

Education

Bachelor's degree or equivalent work experience

Job description

Your Opportunity

Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and technology solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to serve as a Relationship Manager.

Our heritage of serving advisors (our clients) by bringing them the “best of Schwab,” our specialized expertise, and our continued investment as a strategic partner in their business is unparalleled. Your experience and commitment will allow us to strengthen relationships with our clients by expanding the depth and breadth of services offered, which are supported by leading technology platforms and dedicated professionals to help them successfully grow, compete, and succeed in their business efforts.

The ideal candidate will handle complex client relationships with large advisors as you actively pursue opportunities to improve their level of efficiency and profitability, focusing on growth and retention. As a Relationship Manager, you will effectively coordinate with Service, Marketing, Business Consulting, and other key partners across the organization to proactively anticipate client needs and resolve situations as they occur. You will influence positive change in their organizations to support their evolving needs, as well as present policy changes, negotiate pricing, conduct business reviews, and organize client events. As the main point of contact for your assigned clients, you will be responsible for developing and maintaining meaningful relationships, positively representing Schwab’s brand and values.

We are seeking an entrepreneurial self-starter, who has a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under their own initiative. We are looking for someone with superior communication, presentation, and interpersonal skills with an exemplary consultative selling/relationship management acumen.

• Must have demonstrated expertise in all aspects of the RIA industry including technology, sales, operations, practice management, compliance, competition, and fee structures.
• In-depth knowledge of Advisor Services products, operating system, and services preferred or demonstrated transferable brokerage industry knowledge and/or the ability to learn the products and services with a limited learning curve.
• Must have demonstrated ability to negotiate, cold call, trouble-shoot, relate to people of all levels, and can think on his/her on their feet.
• Proven record of achieving/exceeding sales goals with a history of building strong business relationships and internal partnerships.

The opportunity offers fully remote work with up to 50% travel within the territory. Region coverage includes Central TX and the candidate must reside within this territory.

What you have

To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that you should have.

Required Qualifications

• Bachelor's degree or equivalent work-related experience
• Active and valid FINRA Series 7 and 63 license
• Minimum of 3-5 years of financial services industry and or RIA industry
• Must have sales experience
• Must have relationship management experience
• Upt to 50% travel within the assigned territory

In addition to the salary range, this role is also eligible for bonus opportunities.