Managing Director, Enterprise Relationship Management
Charles Schwab, Westlake, TX, United States
Your opportunity
Managing Director & Head of Advisor Services Enterprise Solutions
Schwab Advisor Services Enterprise clients represent the firm’s most complex, fastest‑growing, and strategically important RIAs. As Managing Director, Enterprise Solutions Relationship Management, this leader will shape and execute Schwab’s growth strategy for Mega RIA clients—partnering with the industry’s largest firms as they scale organically, pursue M&A, and expand globally.
This role plays a leadership role in Schwab’s Enterprise Growth Acceleration agenda, positioning Schwab as the indispensable partner to sophisticated advisory firms navigating an increasingly agile and competitive marketplace.
Key Responsibilities
Set and execute the multi‑year growth strategy for Enterprise clients.
Lead change in a rapidly evolving RIA marketplace, enabling agility, scale, and sustained growth
Design strategies that influence core economic value drivers (assets, flows, margins, retention, share of wallet)
Support Enterprise firms in global expansion and increasing operating complexity
Build next‑generation advisor enablement across strategy, leadership development, talent, platform, and AI
Drive enterprise go‑to‑market initiatives, including pay‑for‑service and transition support models
Serve as a senior executive sponsor to Enterprise clients and represent Schwab at marquee industry events
Partner across senior leadership, product, digital, and client experience teams to deliver differentiated outcomes
Required Experience
15+ years of experience in the RIA marketplace with deep Enterprise‑level expertise
Extensive leadership experience managing producers and people managers of complex organizationsProven success leading transformation, growth acceleration, and change management initiatives
Strong growth go‑to‑market and monetization experience in financial services
Demonstrated comfort engaging CEOs, founders, and Boards as a trusted strategic partner
Track record of developing leaders, building teams, and driving accountability
Series 7, 63; BA/BS required
Leadership Profile
Strategic, results‑oriented executive with strong business judgment
Highly collaborative leader with enterprise influence and executive presence
Confident communicator with the ability to inform, influence, and lead at the C‑suite level
Passion for building enduring businesses and developing next‑generation leaders
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
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Schwab Advisor Services Enterprise clients represent the firm’s most complex, fastest‑growing, and strategically important RIAs. As Managing Director, Enterprise Solutions Relationship Management, this leader will shape and execute Schwab’s growth strategy for Mega RIA clients—partnering with the industry’s largest firms as they scale organically, pursue M&A, and expand globally.
This role plays a leadership role in Schwab’s Enterprise Growth Acceleration agenda, positioning Schwab as the indispensable partner to sophisticated advisory firms navigating an increasingly agile and competitive marketplace.
Key Responsibilities
Set and execute the multi‑year growth strategy for Enterprise clients.
Lead change in a rapidly evolving RIA marketplace, enabling agility, scale, and sustained growth
Design strategies that influence core economic value drivers (assets, flows, margins, retention, share of wallet)
Support Enterprise firms in global expansion and increasing operating complexity
Build next‑generation advisor enablement across strategy, leadership development, talent, platform, and AI
Drive enterprise go‑to‑market initiatives, including pay‑for‑service and transition support models
Serve as a senior executive sponsor to Enterprise clients and represent Schwab at marquee industry events
Partner across senior leadership, product, digital, and client experience teams to deliver differentiated outcomes
Required Experience
15+ years of experience in the RIA marketplace with deep Enterprise‑level expertise
Extensive leadership experience managing producers and people managers of complex organizationsProven success leading transformation, growth acceleration, and change management initiatives
Strong growth go‑to‑market and monetization experience in financial services
Demonstrated comfort engaging CEOs, founders, and Boards as a trusted strategic partner
Track record of developing leaders, building teams, and driving accountability
Series 7, 63; BA/BS required
Leadership Profile
Strategic, results‑oriented executive with strong business judgment
Highly collaborative leader with enterprise influence and executive presence
Confident communicator with the ability to inform, influence, and lead at the C‑suite level
Passion for building enduring businesses and developing next‑generation leaders
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