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Senior UHNW Family Office Relationship Director

Charles Schwab · San Diego, CA, USA ·

Pay:
155.000 - 248.000
Job type:
Full Time

Charles Schwab is seeking a Family Office Relationship Manager to serve ultra‑high net worth family offices within the Western Division. You will manage single and multi‑family office relationships, expand engagement, and coordinate with Schwab Advisor Services and partners to deliver comprehensive custody, trading, and wealth management solutions.
The role requires deep UHNW knowledge, a consultative approach, and the ability to travel up to 50% while working in a hybrid environment across the

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