Sr Manager, Relationship Manager

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity.

We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm, and the world.

We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success.

We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners.

Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future.

The Sr. Manager, Relationship Management & Service position will support clients and advisors while working directly with the legacy RIA firms within Schwab Asset Management (ThomasPartners Strategies, Wasmer Schroeder Strategies and Windhaven Strategies) with this role primarily focused on ThomasPartners Strategies and Windhaven Strategies.

This team provides support to individual investors and institutional clients (advisors, intermediaries, consultants, etc.

and will be responsible for the following functions :

Work within a team of Senior Relationship Managers (RMs), providing clients and prospects with detailed information regarding our investment philosophy, processes, and holdings for ThomasPartners Strategies and Windhaven Strategies.

This team serves as the primary client-facing strategy experts.

• Effectively manage a discretionary practice of ThomasPartners and Windhaven clients by providing expert advice including decision-making regarding the appropriate asset allocation or strategy selection, communicating effectively with the Client Portfolio Management team, assisting clients with their investment goals as they relate to the management of their portfolio, and communicating to each client the ThomasPartners and Windhaven investment strategy decisions as they occur.
• Achieve outstanding results, especially in the areas of proactive client contact, client retention and net asset flows.
• Create personalized client experiences while ensuring the ongoing appropriateness of ThomasPartners and Windhaven clients in conjunction with our recommendations.
• Leverage internal and external resources to deliver the upmost Wealth Management experience to all clients.

What you have

Required Qualifications

• Bachelor's degree required.
• Required licensing Series 65
• 3+ years client facing industry experience.
• Proven communication, interpersonal and relationship management skills, and the ability to foster trusting relationships with clients.
• Experience demonstrating flexibility and adaptability to a changing environment.
• Proven follow-through on tasks and the capacity to simultaneously work with multiple clients daily.
• Experienced being accountable to address a wide range of differing investment management needs and prioritize these needs with ease.
• Possesses investment management acumen and a background partnering closely with investment research and trading teams.
• Demonstrate flexibility and adaptability to a changing environment.

Preferred Qualifications

• A propensity for learning and retaining in-depth strategy and investment knowledge.
• Passion for service, professionalism, positivity, and strong work ethic with a high level of integrity and teamwork.
• Desire to pursue CFP designation.
3 days ago