Relationship Manager, AS ProDirect

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.

Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. We provide access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete, and succeed in their business efforts.

Schwab Advisor ProDirect is a for-fee membership offer, which provides customized support to address the needs and growth of our RIA clients. The relationship manager role will be instrumental in growing our program members by collaborating with the program team to drive accountability towards common goals. This role is integral to the overall offer and will be a strategic partner to the ProDirect program team to evolve and further develop the program.

You will have the opportunity to:

• Serve as the Advisor Services primary contact for emerging and existing advisors enrolled in ProDirect
• Provide strong accountability to ProDirect firms to ensure they engage and adopt resources provided to drive operational efficiency and digital adoption
• Lead ProDirect firms through consulting offers, with assistance of dedicated consultants to accelerate firm growth
• Introduce firm into community offering to drive engagement, loyalty and reinforcement of growth
• Assist Business Development with new entrants into the program by serving on the selling team
• Maintain a strong band of communication between the program team and internal business partners
• Demonstrate superior understanding of features and benefits of Schwab tools, products and services in order to encourage adoption while offering solution-based recommendations
• Facilitate member community events to foster an environment of belonging and deepen relationships
• Contribute to the overall ProDirect team to add insights to help the ProDirect offer grow and evolve

What you have

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

Required Qualifications: 

• FINRA Series 7, 63 licenses.
• Minimum of 3 years in Advisor Services, ideally 5+ years.
• Passion for helping advisors turn independent and delivering insights to build a long term successful firm.
• 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. 
• Ability to provide accountability and action to help firms adopt change
• Self-starter with strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively.
• Ability to support positive relationships between the members and Schwab through fostering successful internal partnerships.
• Superior communication, presentation, interpersonal and listening skills. 
• Passion for sales, 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. 
• Skill and experience in delivering professional presentations to both large and small groups.

Preferred Qualifications: 

• Flexibility to travel for member visits/events on a limited basis.
• Experience growing emerging advisors.