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About the Role

Schwab Advisor Services is seeking an innovative, results-driven Relationship Manager in the Greater San Francisco Bay region to strengthen relationships with top-tier independent fee-based investment advisors. The role focuses on improving client efficiency and profitability through growth and retention, coordinating with service teams, and supporting the adoption of Wealth Management Services.

Responsibilities

• Handle complex client relationships with top-tier advisors.
• Actively pursue opportunities to improve client efficiency and profitability.
• Focus on client growth and retention.
• Coordinate with Service to proactively anticipate client needs and resolve situations.
• Work closely with business partners to support education and adoption of Wealth Management Services.
• Influence positive change in client organizations to support evolving needs.
• Present policy changes.
• Negotiate pricing.
• Conduct business reviews.
• Organize client events.
• Serve as the main point of contact for assigned clients.
• Develop and maintain meaningful relationships.
• Positively represent Schwab’s brand and values.

Requirements

• Active FINRA Series 7 and Series 63 licenses.
• Bachelor’s degree or equivalent professional experience.
• 5–7 years of financial services experience demonstrating results-driven relationship management.
• Exceptional ability to build and sustain complex client relationships through a consultative relationship management approach, stakeholder influence, and sound business judgment.
• Strong communication, presentation, and negotiation skills.
• Ability to lead structured conversations and business reviews with senior audiences.
• Ability to navigate difficult discussions, resolve conflict, and adapt in real time to client needs.
• Strong critical thinking and problem-solving skills.
• Experience applying knowledge of the RIA / Wealth Management landscape.
• Track record of driving growth, retention, and adoption of outcomes through consultative selling and long-term relationship building.
• Proven ability to build strong partnerships across teams.
• Proven ability to manage escalations and drive timely resolution.
• Proven ability to maintain a consistent client experience.

Skills

• Relationship management
• Consultative selling
• Stakeholder influence
• Business judgment
• Communication
• Presentation
• Negotiation
• Critical thinking
• Problem-solving
• RIA / Wealth Management landscape knowledge
• Teamwork
• Escalation management

Location

• Greater San Francisco Bay area

Work Type

• Fully remote
• 50% or greater travel within the territory

Experience Level

• 5-7 years

Education Level

• Bachelor's degree or equivalent

Salary/Compensations

• $106,500.00-$146,500.00

Benefits

• Bonus opportunities

About the Company

• Schwab Advisor Services is the industry leader of custodial, operational, trading, product, and technology solutions for independent fee-based investment advisors (RIAs).
• Our heritage of serving advisors by bringing them the “best of Schwab,” our specialized expertise, and our continued investment as a strategic partner in their business is unparalleled.
• Learn more about Schwab and our purpose: https://www.aboutschwab.com/our-company.