**Your opportunity**
In Advisor Services we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. In Enterprise Solutions, our purpose is to champion the growth of advisors through strategic partnership and tailored support that deepens loyalty and drives results.
Our Account Management organization provides tools to help our Advisors meet the needs of their clients and grow on our platform. We put the growth and education of these advisors at the center of everything we do. Account Managers have a deep expertise and understanding of the industry and this segment, which allows them to provide our clients with the tools and resources to be successful.
As an Account Manager, a successful candidate will have the following opportunities:
+ Manage client relationships with emerging Advisors while actively pursuing opportunities to help them profitably grow
+ Work with leadership to provide additional enhancements, training materials, and resources to help our emerging Advisors become more self-sufficient
+ Maintain a strong band of communication between internal business partners, including service and leadership
+ Stay abreast of contesting offerings in the industry and how it impacts Schwab's market share within our segment
+ Be a contact point for clients that need negotiated pricing, competitive product offerings, and guidance on how to grow their business, among other things
+ Take the initiative to identify common pain points within our client base and develop resources to address their needs
+ Demonstrate superior understanding of features and benefits of Schwab tools, products, and services to encourage adoption and provide scale to the segment
+ Collaborate with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment
**What you have**
**Required Qualifications:**
+ Active and valid FINRA Series 7 & 63 licenses required
+ 3 years in the RIA industry; In-depth knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge
+ Flexibility to travel for client events on a limited basis
+ 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
+ Strong analytical and organizational skills
+ Demonstrated ability to prioritize business needs and manage time effectively
+ 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
+ Superior communication, presentation, interpersonal and listening skills
+ Advanced knowledge of Microsoft Outlook, Word, Excell, PowerPoint, and SalesForce
A successful candidate will also be able to demonstrate the following:
+ Willingness to pivot and constantly shift focus based on needs of the entire team and segment
+ Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships
+ Passion for ideation, professionalism, positivity and strong work ethic with a high level of integrity and teamwork
+ Initiative to create change through process improvements, training and streamlining functions
+ Skill and experience in delivering professional presentations to both large and small groups
**In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**
**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
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at
[email protected] or call 800-275-1281.