Senior Manager, Advisor Wealth Services Activation Team
Your Opportunity
Your opportunity
Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. We have built our business on serving the needs of RIAs and advancing an industry that helps them and their clients thrive. We understand their needs and work side by side providing the support they need to help them manage their firm and meet their goals.
As part of our continued focus on Wealth Management, Schwab Advisor Services has established a dedicated Wealth Services Activation team, a highly visible, strategic initiative across senior and executive leadership. This team plays a critical role in helping advisors understand, adopt, and fully leverage Schwab’s wealth management capabilities so they can better serve clients and differentiate their practices in a competitive marketplace.
As a Wealth Services Activation professional, you’ll bring your passion for advisor advocacy, relationship building, and wealth management expertise to a role that blends consultative partnership with strategic growth. You’ll work closely with advisors and internal partners to demonstrate how Schwab is more than a custodian—helping Schwab “feel small” by delivering personalized, high-impact experiences. When you join us, you’ll be supported by leaders who invest in your development and empower you to own your tomorrow while helping advisors deliver meaningful outcomes for their clients.
Key Outcomes & Responsibilities
- Champion Schwab’s Wealth Services offering by serving as a trusted, consultative partner to Advisor Services Relationship Managers and to RIAs—clearly articulating Schwab’s differentiated value and reinforcing Schwab’s role as a strategic wealth management partner, not just a custodian.
- Deliver discovery‑led, advisor‑centric engagement by combining strong listening and consultative skills with review of firm‑level data and trends to develop informed perspectives, uncover advisor and client needs, and guide adoption of Schwab’s wealth services, benefits, and solutions.
- Leverage Schwab’s wealth management capabilities—including investment management, lending, and trading—to support advisor growth, strengthen client relationships, and drive meaningful business outcomes.
- Act as a proactive advocate for advisors, navigating complexity, identifying opportunities to deliver value, and ensuring advisors feel supported, understood, and confident in serving their clients.
- Contribute to the strategic growth of the Wealth Services platform by expanding relationships, identifying new opportunities, and continually promoting Schwab’s wealth management platform within the RIA community.
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.
- Westlake: 3000 Schwab Way, Westlake, TX 76262
- Orlando: 1958 Summit Park Dr, Orlando FL 32810
What you have
Required Qualifications:
- Bachelor’s degree or equivalent work experience, demonstrating the skills and capabilities needed to succeed in a consultative, advisor-facing role.
- Active and valid FINRA Series 7 and 63 licenses.
- 7+ years of financial services experience, with a strong understanding of the wealth management ecosystem.
- Strong relationship-building and communication skills, with the ability to quickly establish trust and credibility with advisors and internal partners.
- Proven ability to uncover and address complex client needs through consultative conversations, applying sound judgment and wealth management knowledge to advisor engagement.
- Ability to review and interpret firmlevel data and trends to identify potential needs, gaps, or opportunities within a client’s business, and apply those insights to informed discovery and solution discussions aligned to a firm’s objectives and operating model.
- Demonstrated success driving outcomes such as advisor satisfaction, asset growth, and adoption of wealth management solutions through disciplined execution and partnership.
- An energetic, solution-oriented mindset, with a passion for advocating for advisors and helping them grow their practices.
Preferred Qualifications:
- Direct experience working with RIA clients.
- In-depth knowledge of Schwab Advisor Services products (in particular: investment management, lending, and trading), services, complex subject matters, policies, and procedures as well as demonstrated brokerage industry knowledge.
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
Required Qualifications:
- Bachelor’s degree or equivalent work experience, demonstrating the skills and capabilities needed to succeed in a consultative, advisor-facing role.
- Active and valid FINRA Series 7 and 63 licenses.
- 7+ years of financial services experience, with a strong understanding of the wealth management ecosystem.
- Strong relationship-building and communication skills, with the ability to quickly establish trust and credibility with advisors and internal partners.
- Proven ability to uncover and address complex client needs through consultative conversations, applying sound judgment and wealth management knowledge to advisor engagement.
- Ability to review and interpret firm level data and trends to identify potential needs, gaps, or opportunities within a client’s business, and apply those insights to informed discovery and solution discussions aligned to a firm’s objectives and operating model.
- Demonstrated success driving outcomes such as advisor satisfaction, asset growth, and adoption of wealth management solutions through disciplined execution and partnership.
- An energetic, solution-oriented mindset, with a passion for advocating for advisors and helping them grow their practices.
Preferred Qualifications:
- Direct experience working with RIA clients.
- In-depth knowledge of Schwab Advisor Services products (in particular: investment management, lending, and trading), services, complex subject matters, policies, and procedures as well as demonstrated brokerage industry knowledge.
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.