Charles Schwab

Relationship Manager, AS Relationship Management- Greater San Franscico Bay

Charles Schwab$106K — $146K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Active FINRA Series 7 and Series 63 licenses required.
  • Bachelor's degree or equivalent professional experience is required.
  • 5–7 years of experience in financial services with a focus on relationship management.

Responsibilities

  • Manage and enhance complex client relationships with top-tier advisors.
  • Anticipate client needs and proactively resolve issues as they arise.
  • Facilitate the education and adoption of Wealth Management Services among clients.
  • Influence and support client organizations through policy changes and strategic recommendations.
  • Conduct regular business reviews and negotiate pricing in client meetings.
  • Organize client events to foster engagement and maintain strong relationships.
  • Represent Schwab’s brand and values as the primary contact for assigned clients.

Benefits

  • Fully remote work arrangement with the requirement for 50% or greater travel within the territory.
  • Bonus opportunities available based on performance.
Full Job Description
Your Opportunity

The ideal candidate will handle complex client relationships with our top-tier advisors as you actively pursue opportunities to improve their level of efficiency and profitability, focusing on growth and retention. As a Relationship Manager, you will effectively coordinate with Service to proactively anticipate client needs and resolve situations as they occur and work closely with other business partners across the organization to support the education and adoption of Wealth Management Services. You will influence positive change in their organizations to support their evolving needs, as well as present policy changes, negotiate pricing, conduct business reviews, and organize client events. As the main point of contact for your assigned clients, you will be responsible for developing and maintaining meaningful relationships, positively representing Schwab’s brand and values.

 

The opportunity offers fully remote work with 50% or greater travel within the territory.Candidate must reside within the Greater San Francisco Bay area.

 

In addition to the salary range, this role is also eligible for bonus opportunities

 

Salary Range: $106,500.00-$146,500.00

What you have

Required Qualifications

  • Active FINRA Series 7 and Series 63 licenses, required to perform the role.
  • Bachelor’s degree or equivalent professional experience demonstrating the skills required for this role.
  • 5 6 years of financial services experience demonstrating results driven relationship management.

Preferred Qualifications

  • Exceptional ability to build and sustain complex client relationships through a consultative relationship management approach, stakeholder influence, and sound business judgment.
  • Strong communication, presentation, and negotiation skills, including the ability to lead structured conversations and business reviews with senior audiences, navigating difficult discussions, resolving conflict, and adapting in real time to client needs.
  • Strong critical thinking and problem-solving skills to understand advisor needs, navigate complex challenges, and deliver positive business outcomes.
  • Experience applying knowledge of the RIA / Wealth Management landscape (operations, advisor technology, practice management, compliance, fee models) to client recommendations.
  • Track record of driving growth, retention, and adoption of outcomes through consultative selling and long-termrelationship building.
  • Proven ability to build strong partnerships across teams, manage escalations, and drive timely resolution while maintaining a consistent client experience.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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