Sales Relationship Manager, Advisor Services

growth, operational challenges, and strategic decisions.

You will:

• Build and deepen relationships with advisor clients, acting as their primary point of contact

• Partner closely with internal teams (service, marketing, consulting, and product) to deliver seamless solutions and anticipate client needs

• Identify opportunities to drive client growth, improve efficiency, and increase assets and revenue

• Lead business reviews, present strategic recommendations, and guide clients through new offerings or policy changes

• Influence outcomes through effective communication, negotiation, and problem-solving

• Strengthen Schwab's position as a trusted, long-term partner in each client's success

This is a highly visible role where your ability to listen, connect, and proactively deliver value directly impacts client satisfaction, retention, and growth.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

To learn more about our Advisor Services business, please visit our website at: https://advisorservices.schwab.com

What you have

We are looking for a relationship-driven professional who thrives in a fast-paced, client-focused environment and can balance strategic thinking with execution.

Required:

• Active FINRA Series 7 and 63 licenses

• 5+ years of experience in financial services, ideally supporting RIAs or in a relationship management role

• Proven ability to build trust and influence clients at multiple levels

• Strong communication, presentation, and interpersonal skills

• Ability to identify opportunities, solve problems independently, and drive results

Preferred:

• Working knowledge of the RIA industry, including operations, technology, and practice management

• Experience navigating complex client needs and coordinating across cross-functional teams

• Bachelor's degree

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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