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 Advisor Services Group, our mission is to be the premier service provider for emerging Advisors in the industry.

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 in order 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
Minimum of 3 years in Advisor Services preferred
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
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
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
Superior communication, presentation, interpersonal and listening skills
Passion for ideation, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.
In-depth knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge
Initiative to create change through process improvements, training and streamlining functions
Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively
Advanced technical skills with team-orientation and the ability to act as a resource for development of the team's effectiveness. Advanced knowledge of Microsoft Outlook, Word, Excel, PowerPoint, and SalesForce
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.

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