Job Description

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