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Senior Relationship Manager, AS Enterprise Relationship Management
Senior Relationship Manager, AS Enterprise Relationship Management-March 2024
Tampa
Mar 23, 2025
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
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About Senior Relationship Manager, AS Enterprise Relationship Management

  Salary: USD $125,000 - $185,000 / Year

  Your Opportunity

  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 3 years of B2B sales/consulting experience in the financial services industry is required.Demonstrated consultative sales ability managing complicated B2B relationshipsStrong 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 of the RIA Industry, including competitors' offerings, service structure, and business development approach.Candidates will have a Bachelor's degree or equivalent work related experience.Series 7 and 63 licenses 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

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