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Charles Schwab · 1 month ago

Relationship Manager, AS Relationship Management- Chicago or Indianapolis

US-IN-Indianapolis

Full-time

Hybrid

Mid Level

$90K/yr - $131K/yr

3+ years exp

Charles Schwab is seeking a Relationship Manager to empower independent fee-based investment advisors. The role involves managing complex client relationships, coordinating with various teams, and enhancing client efficiency and profitability.

Financial Services

Responsibilities

Handle complex client relationships with large advisors

Pursue opportunities to improve client efficiency and profitability

Focus on growth and retention

Coordinate with Service, Marketing, Business Consulting, and other key partners

Anticipate client needs and resolve situations

Influence positive change in client organizations

Present policy changes

Negotiate pricing

Conduct business reviews

Organize client events

Develop and maintain meaningful relationships

Represent Schwab’s brand and values

Qualification

FINRA Series 7 licenseFINRA Series 63 licenseRIA industry expertiseSales experienceRelationship managementConsultative sellingCommunication skillsPresentation skillsInterpersonal skills

Required

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 3-5 years of financial services industry and or RIA industry

Must have sales experience

Must have relationship management experience up to 50% travel

Candidate will work remotely

Preferred

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