Charles Schwab · 4 days ago
Managing Director, Advisor Services Relationship Management
Chicago, IL
Full-time
Hybrid
Lead/StaffCharles Schwab is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. They are seeking a dynamic Managing Director of Relationship Management to lead a high-performing team in a B2B sales environment, focusing on delivering exceptional client service and driving business growth.
Financial Services
Responsibilities
Provide strategic leadership, sales management, and coaching to Relationship Managers and a Support Specialist, fostering a culture of continuous improvement and accountability
Drive business growth by building and empowering high-performing teams, coaching direct reports, and developing talent to meet evolving business challenges
Represent Schwab’s values and vision with executive presence, demonstrating superior communication, interpersonal, and listening skills
Deliver compelling presentations and negotiate effectively, developing win/win solutions that drive client satisfaction and business results
Serve as a trusted advisor and thought leader, influencing both internal teams and advisor clients
Leverage deep expertise in the Registered Investment Advisor (RIA) industry—including technology, operations, practice management, compliance, and fee structures—to support advisor clients’ growth and success
Utilize in-depth knowledge of Schwab Institutional products, services, and sales processes to communicate the features and benefits of our platform, technologies, and tools
Ensure adherence to Schwab Advisor Services’ sales process and maintain a client-centric approach in all interactions
Qualification
Required
Proven leadership experience in a business-to-business (B2B) sales environment
Experience in providing strategic leadership, sales management, and coaching
Ability to foster a culture of continuous improvement and accountability
Experience in driving business growth by building and empowering high-performing teams
Strong coaching skills to develop talent to meet evolving business challenges
Demonstrated executive presence with superior communication, interpersonal, and listening skills
Ability to deliver compelling presentations and negotiate effectively
Experience in developing win/win solutions that drive client satisfaction and business results
Ability to serve as a trusted advisor and thought leader
Deep expertise in the Registered Investment Advisor (RIA) industry, including technology, operations, practice management, compliance, and fee structures
In-depth knowledge of Schwab Institutional products, services, and sales processes
Ability to communicate the features and benefits of Schwab's platform, technologies, and tools
Commitment to adhering to Schwab Advisor Services' sales process and maintaining a client-centric approach
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
Founded in 1973
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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2025-09-28
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