Job Description
Your opportunity
Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! 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 our advisor clients to help them profitably grow, compete and succeed in their business efforts.
We are looking for motivated individuals to handle complex client relationships with our top-tier advisors as you actively pursue opportunities to improve their level of profitability. As a Relationship Manager, you will effectively coordinate with Service, Marketing and other sales representatives as you anticipate client issues and problems and proactively take vital steps to prevent such problems from occurring. You will be responsible for managing and growing the existing relationship with your clients and influencing positive change in their operations, as well as presenting policy changes to them. In addition, you will run and organize sales situations with the client, as well as negotiate long term pricing in exchange for increased assets.
What you have
- Bachelor's degree or equivalent work related experience preferred
- Active and valid FINRA Series 7 license required
- Active and valid FINRA Series 63 license required
- Minimum of 5-7 years of financial services industry and RIA relationship management experience.
- Our ideal candidate will be an entrepreneurial self-starter; and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under their own initiative.
- We are looking for someone with superior communication, presentation, interpersonal and listening skills.
- In-depth knowledge of Advisor Services products and services preferred, or demonstrated transferable brokerage industry knowledge and/or the ability to learn the products and services with a limited learning curve.
- Demonstrated proficiency with the AS Sales Operating system or transferable experience a plus.
- Must have demonstrated ability to negotiate, cold call, trouble shoot, relate to people of all levels, and can think on his/her on their feet.
- Demonstrated expertise in all aspects of the RIA industry including technology, operations, practice management, compliance, competition, and fee structures.
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
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