Manager, AS Service (Family Office)

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. 

In Advisor Family Office, we have built our business on serving the needs of Multi-Family & Single-Family Offices and advancing an industry that helps the advisor and their ultra-wealthy clients thrive.  We understand their complex needs, and work side by side providing them the support to help them manage their firm and meet their goals.  We are dedicated to championing and serving the unique needs of advisors in this space.

The Service Relationship Managers provide dedicated, world-class service to our advisors and their UHNW end-clients in the family office specialized service model.  Service Relationship Managers have a deep expertise and understanding of their advisor’s business that allows them to simplify the complex and provide them with a dedicated level of service, backed by an ecosystem of extensive resources and support.

In this role you will:

• Managing workflow and projects of your primary advisor relationship while providing superior overall relationship management service to our advisors and their end clients in a fast paced, team environment.
• Maintaining a strong band of communication between internal business partners, including sales and leadership.
• Managing and growing the existing relationship with your clients and influencing positive change in their operations, as well as communicating policy changes to them.
• Demonstrating superior understanding of the features and benefits of Schwab tools, products, and services to encourage adoption while offering solution-based services.
• Anticipating potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions.
• Partnering with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the specialization.

What you have

 To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that successful should have.

Required Qualifications:

• Attributes of an entrepreneurial self-starter; and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative. 
• Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships.
• Superior communication, presentation, interpersonal, and listening skills. 
• Passion for service, professionalism, positivity, and strong work ethic with a high level of integrity and teamwork.
• In-depth knowledge of Advisor Services products, services, complex subject matters, policies, and procedures as well as demonstrated brokerage industry knowledge. 
• Excellent relationship management skills including collaborating, influencing, and negotiating. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet. 
• Initiative to create change through process improvements, training, and streamlining functions.
• Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively.
• Ability to identify potential risk situations and mitigate timely and effectively.
• Advanced technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness.
• Skill and experience in delivering professional presentations to both large and small groups.
• FINRA Series 7, 63 (or 66) licenses

Preferred Qualifications:

• Advanced knowledge of Microsoft Outlook, Word, Excel, and PowerPoint.
• Flexibility to travel for client visits/events on a limited basis.
• FINRA Series 9/10 or 24/4 licenses
• Minimum 3 years of experience supporting Registered Investment Advisors and their clients.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.