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Charles Schwab · 1 day ago

Sales Relationship Manager, Centralized East, Advisor Services

Westlake, TX

Full-time

Hybrid

Senior Level

5+ years exp

Charles Schwab is a leader in the finance industry, empowering employees to make an impact in their careers. The Sales Relationship Manager will cultivate and nurture relationships with independent fee-based investment advisors, focusing on improving efficiency and profitability while coordinating with various internal partners to meet client needs.

Financial Services

No H1B

Responsibilities

Cultivate and nurture relationships with our advisors while actively pursuing opportunities to improve efficiency and profitability, focusing on growth and retention

Effectively coordinate with Service, Marketing, Business Consulting, and other key partners across the organization to proactively anticipate client needs and resolve situations as they occur

Influence positive change in their organizations to support their evolving needs, as well as present policy changes, negotiate pricing, conduct business reviews, and organize client events

Develop and maintain meaningful relationships while positively representing Schwab’s brand and values

Identify, pursue, and win new assets and revenue opportunities

Qualification

FINRA Series 7 licenseFINRA Series 63 licenseRIA relationship managementAdvisor Services knowledgeFinancial services experienceTeam playerCommunication skillsProblem-solving skillsAdaptability

Required

Active and valid FINRA Series 7 license required

Active and valid FINRA Series 63 license required

At least 5 years of financial services industry and RIA relationship management experience

In-depth knowledge of Advisor Services offering. Absent that, you have transferable brokerage industry knowledge and/or the ability to learn the products and services with a limited learning curve

Knowledge of all aspects of the RIA industry including technology, operations, practice management, compliance, competitive landscape

You are a team player

Drive - you demonstrate ability to deliver excellent client service and sales results

Initiative and curiosity – proactively seek to understand overall relationship scope and identify opportunities

Resourcefulness – anticipate, research, address and resolve problems

Superior communication, presentation, interpersonal and listening skills

Excellent conflict resolution, problem-solving, people skills and a strong work ethic

Adaptability – you are process driven and have time management skills to navigate a dynamic environment