Sr Relationship Manager, AS Enterprise Relationship Management

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 Senior Relationship Manager covering Enterprise clients.

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 our Enterprise clients.  Enterprise clients consist of National RIAs, mega-volume RIAs, Strategic Acquirers, TAMPs and national IBDs.  You will co-develop strategic relationship plans with these clients to identify and actively pursue opportunities to improve their level of efficiency and profitability, focusing on growth, retention, and mutually beneficial business outcomes. You will influence positive change in their organizations to support their evolving needs, as well as present policy changes, negotiate pricing, conduct business strategy sessions and reviews. 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.

What you have

We are seeking an entrepreneurial self-starter, who has a proven ability to connect with senior leaders at a business-to-business level under their own initiative. We are looking for someone with superior executive presence, 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, M&A, compliance, competition, and fee structures.
• In-depth knowledge of Schwab 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, initiate, lead c-suite strategic and mid-level tactical meetings, 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.

 Required Qualifications:

• Bachelor's degree or equivalent work-related experience.
• Must have an Active and valid FINRA Series 7 and 63 license.
• Must have a minimum of 7 years of financial services industry and or RIA industry 
• Must have sales, consulting, or RIA business management experience 
• Must have internal or external relationship management experience
• Up to 50% travel

Preferred locations: Denver, Dallas, and Phoenix

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