Sr Relationship Trader- Advisor Services Block Desk & Trading
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(s).
- Westlake: 3000 Schwab Way, Westlake, TX 76762
Join the Institutional Block Desk and help Registered Investment Advisors (RIAs) strengthen their best execution process. As a Senior Relationship Trader, you’ll combine equity and ETF market expertise with consultative relationship management to help advisors navigate complex trades, evaluate execution strategies, and understand market impact. You’ll serve as a trusted trading resource while representing the Block Desk through advisor consultations, webinars, and industry events.
What You Will Do
- Develop execution strategies for large or less-liquid equity and ETF orders, balancing client instructions, liquidity, market impact, timing, and risk.
- Guide RIAs through execution options and trade-offs, using sound judgment and escalating when appropriate.
- Build trusted relationships with RIA portfolio managers, traders, COOs, and compliance professionals through clear advice, responsive service, and consistent follow-through.
- Use pre- and post-trade analysis to explain outcomes, identify opportunities to reduce implicit trading costs, and improve client trading processes.
- Manage Not-Held order flow and resolve trade-related concerns with timely, accurate support.
- Present trading and market-structure education through RIA consultations, webinars, internal sessions, and industry events, adapting the message to the audience.
- Partner with trading, sales, service, market makers, and ETF issuers to solve client needs and strengthen the Block Desk experience.
What you have
Required:
- Equity and ETF trading expertise, with the ability to explain market structure, the ETF ecosystem, algorithmic trading, request-for-quote processes, liquidity, market impact, and the trading lifecycle.
- Trade execution and risk assessment skills, including the ability to evaluate execution alternatives, weigh client objectives against risk, and make timely decisions as market conditions change.
- Client relationship and consulting skills, with the ability to establish credibility with institutional or RIA clients, uncover needs, manage expectations, and translate complex market dynamics into practical guidance.
- Analytical skills to interpret pre- and post-trade information and connect execution outcomes to actionable recommendations.
- Clear communication and presentation skills across one-to-one conversations, webinars, virtual meetings, and in-person events, including the ability to respond effectively to live questions.
- Ability to collaborate across internal and external partners, adapt to changing priorities, and stay accurate and responsive in a fast-paced trading environment.
- Working proficiency with Bloomberg and electronic execution or order management platforms; familiarity with Trafix or comparable EMS/OMS tools is helpful.
Preferred:
- Series 57, Series 24, or Series 4 licenses.
- Bachelor’s degree or an equivalent combination of education, training, military experience, and demonstrated skills.
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:
- Equity and ETF trading expertise, with the ability to explain market structure, the ETF ecosystem, algorithmic trading, request-for-quote processes, liquidity, market impact, and the trading lifecycle.
- Trade execution and risk assessment skills, including the ability to evaluate execution alternatives, weigh client objectives against risk, and make timely decisions as market conditions change.
- Client relationship and consulting skills, with the ability to establish credibility with institutional or RIA clients, uncover needs, manage expectations, and translate complex market dynamics into practical guidance.
- Analytical skills to interpret pre- and post-trade information and connect execution outcomes to actionable recommendations.
- Clear communication and presentation skills across one-to-one conversations, webinars, virtual meetings, and in-person events, including the ability to respond effectively to live questions.
- Ability to collaborate across internal and external partners, adapt to changing priorities, and stay accurate and responsive in a fast-paced trading environment.
- Working proficiency with Bloomberg and electronic execution or order management platforms; familiarity with Trafix or comparable EMS/OMS tools is helpful.
Preferred:
- Series 57, Series 24, or Series 4 licenses.
- Bachelor’s degree or an equivalent combination of education, training, military experience, and demonstrated skills.
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.