[Hiring] Relationship Manager @Charles Schwab Inc.

Role Description

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 Relationship Manager in the Greater San Francisco Bay region.

• Handle complex client relationships with top-tier advisors.
• Actively pursue opportunities to improve client efficiency and profitability, focusing on growth and retention.
• Coordinate with Service to proactively anticipate client needs and resolve situations.
• Work closely with other business partners to support education and adoption of Wealth Management Services.
• Influence positive change in client organizations to support evolving needs.
• Present policy changes, negotiate pricing, conduct business reviews, and organize client events.
• Develop and maintain meaningful relationships as the main point of contact for assigned clients.
• Positively represent Schwab’s brand and values.
• Fully remote work with 50% or greater travel within the territory.
• Candidate must reside within the Greater San Francisco Bay area.
• Eligible for bonus opportunities.
• Salary Range: $106,500.00-$146,500.00.

Qualifications

• Active FINRA Series 7 and Series 63 licenses (may be obtained within a 90-day condition of employment).
• Bachelor’s degree or equivalent professional experience demonstrating the skills required for this role.
• 5–7 years of financial services experience demonstrating results-driven relationship management.

Requirements

• Exceptional ability to build and sustain complex client relationships through a consultative relationship management approach.
• Strong communication, presentation, and negotiation skills.
• Ability to lead structured conversations and business reviews with senior audiences.
• Strong critical thinking and problem-solving skills.
• Experience applying knowledge of the RIA / Wealth Management landscape to client recommendations.
• Track record of driving growth, retention, and adoption of outcomes through consultative selling.
• Proven ability to build strong partnerships across teams and manage escalations.