Senior Relationship Manager, Family Wealth Alliance

Charles Schwab; Dallas, Westlake (TX, TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Sabbatical after 5 years

Tuition reimbursement

Health/dental/vision insurance

Paid time off

Job summary

Charles Schwab's Family Wealth Alliance seeks a Manager of Member Experience in Dallas to lead relationships with member firms and improve client service. You will advance engagement, onboarding, customized support, and collaboration with marketing and events to deliver a cohesive, high-value experience.

You will report to the Director of Member Experience and bring strong relationship management skills, executive-level networking, and CRM expertise to support a boutique division within a large

Qualifications

• Seven or more years of direct relationship management experience with a strong client service mentality.
• Bachelor’s degree required; advanced degree preferred.
• Proficiency with Microsoft Office Suite on Windows OS.
• Demonstrates sound judgment, integrity, discretion, and respect for confidential information.

Responsibilities

• Maintain professional relationships and be the primary contact to encourage member engagement.
• Facilitate networking by connecting members and moderating roundtables.
• Onboard new members and provide ongoing support to maximize benefits.
• Identify personalized solutions and collaborate with marketing and events teams.
• Manage CRM and track member information accurately; develop expertise on member benefits.

Skills

Relationship management

Client service mentality

Sound judgment

Education

Bachelor's degree

Advanced degree preferred

Tools

Microsoft Office Suite

CRM systems

Database tools

Job description

Charles Schwab's Family Wealth Alliance seeks a Manager of Member Experience in Dallas to lead relationships with member firms and improve client service. You will advance engagement, onboarding, customized support, and collaboration with marketing and events to deliver a cohesive, high-value experience.

You will report to the Director of Member Experience and bring strong relationship management skills, executive-level networking, and CRM expertise to support a boutique division within a large