Overview
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
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
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
#J-18808-Ljbffr
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
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
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
#J-18808-Ljbffr