Sales Relationship Manager, Advisor Services
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
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 a Relationship Manager, AS Centralized Relationship Management.
In this role, you will serve as a trusted partner to a portfolio of advisors—building strong, long-term relationships and helping them navigate business growth, operational challenges, and strategic decisions.
You will:
- Build and deepen relationships with advisor clients, acting as their primary point of contact
- Partner closely with internal teams (service, marketing, consulting, and product) to deliver seamless solutions and anticipate client needs
- Identify opportunities to drive client growth, improve efficiency, and increase assets and revenue
- Lead business reviews, present strategic recommendations, and guide clients through new offerings or policy changes
- Influence outcomes through effective communication, negotiation, and problem-solving
- Strengthen Schwab’s position as a trusted, long-term partner in each client’s success
This is a highly visible role where your ability to listen, connect, and proactively deliver value directly impacts client satisfaction, retention, and growth.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
To learn more about our Advisor Services business, please visit our website at: https://advisorservices.schwab.com
What you have
We are looking for a relationship-driven professional who thrives in a fast-paced, client-focused environment and can balance strategic thinking with execution.
Required:
- Active FINRA Series 7 and 63 licenses
- 5+ years of experience in financial services, ideally supporting RIAs or in a relationship management role
- Proven ability to build trust and influence clients at multiple levels
- Strong communication, presentation, and interpersonal skills
- Ability to identify opportunities, solve problems independently, and drive results
Preferred:
- Working knowledge of the RIA industry, including operations, technology, and practice management
- Experience navigating complex client needs and coordinating across cross-functional teams
- Bachelor’s degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 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
What you are good at
What you have
We are looking for a relationship-driven professional who thrives in a fast-paced, client-focused environment and can balance strategic thinking with execution.
Required:
- Active FINRA Series 7 and 63 licenses
- 5+ years of experience in financial services, ideally supporting RIAs or in a relationship management role
- Proven ability to build trust and influence clients at multiple levels
- Strong communication, presentation, and interpersonal skills
- Ability to identify opportunities, solve problems independently, and drive results
Preferred:
- Working knowledge of the RIA industry, including operations, technology, and practice management
- Experience navigating complex client needs and coordinating across cross-functional teams
- Bachelor’s degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.