
Senior RIA Relationship Strategist (Remote)
Charles Schwab, California, MO, United States
A leading financial services firm is seeking a Senior Relationship Manager to engage with top-tier advisors and improve their efficiency and profitability. Responsibilities include managing client relationships, anticipating client needs, negotiating policy changes, and representing the company's brand. The ideal candidate should have a Bachelor's degree, active FINRA Series 7 and 63 licenses, and 5-7 years of industry experience. This role offers a hybrid work model and benefits such as a 401(k) plan, paid parental leave, and health insurance.
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