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(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.