Remote Relationship Manager – Wealth Advisor Partnerships

Charles Schwab; United States; On-site; USD 107,000 - 147,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Relationship Manager for the Greater San Francisco Bay area to manage complex advisor relationships, drive growth, retention, and adoption of Wealth Management Services. You will collaborate with service partners, educate clients on Schwab offerings, and present changes while negotiating pricing.

The role offers remote work with 50%+ travel within the territory and requires staying connected with clients while delivering a high level of service and partnership.

Qualifications

• Active FINRA Series 7 and Series 63 licenses.
• Bachelor's degree or equivalent professional experience.
• 5-7 years of financial services experience in relationship management.

Responsibilities

• Serve as the main point of contact for assigned clients and proactively anticipate needs.
• Coordinate with Service to support education and adoption of Wealth Management Services.
• Present policy changes and negotiate pricing with clients.
• Conduct business reviews and organize client events.
• Build and maintain meaningful client relationships and represent Schwab’s brand.

Skills

Relationship management

Communication

Negotiation

Presentation

Problem solving

Critical thinking

Consultative selling

Cross-functional collaboration

Education

Bachelor's degree

Job description

Charles Schwab is seeking a Relationship Manager for the Greater San Francisco Bay area to manage complex advisor relationships, drive growth, retention, and adoption of Wealth Management Services. You will collaborate with service partners, educate clients on Schwab offerings, and present changes while negotiating pricing.

The role offers remote work with 50%+ travel within the territory and requires staying connected with clients while delivering a high level of service and partnership.