Senior Relationship Manager, Advisor Services- Enterprise

Schwab Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based Registered Investment Advisors (RIA) is looking for a seasoned financial services sales executive to join its Enterprise Business Development Team. Our heritage of serving advisors by bringing them the “best of Schwab,” our specialized expertise and our continued investment in their business is unparalleled.

Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced, dedicated people to help our advisor clients profitably grow, compete and succeed in their business efforts. What you have • A minimum of 10 years financial services experience and at least 3 years of B2B sales/consulting experience in the financial services industry is required. • Demonstrated consultative sales ability managing complicated B2B relationships • Strong interpersonal skills and comfort with navigating across large organizations on behalf of clients. • Strong client focus and a track record of exceeding client expectations. • Must have substantial knowledge and experience in the RIA Industry, Advisor Services, including competitors’ offerings, service structure, and business development approach. • Candidates will have a Bachelors degree and or equivalent work • Series 7 and 63 licenses are required What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

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