Home
/
Account Management
/
Senior Relationship Manager, AS Enterprise Relationship Management
Senior Relationship Manager, AS Enterprise Relationship Management-December 2024
Tampa
Dec 29, 2025
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Senior Relationship Manager, AS Enterprise Relationship Management

  Salary: USD $125,000 - $185,000 / Year

  Your Opportunity

  Schwab Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based Registered Investment Advisors (RIA) is looking for a seasoned financial services sales executive to join its Enterprise Business Development Team. Our heritage of serving advisors by bringing them the "best of Schwab," our specialized expertise and our continued investment in their business is unparalleled. Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced, dedicated people to help our advisor clients profitably grow, compete and succeed in their business efforts.

  What you have

  A minimum of 10 years financial services experience and 3 years of B2B sales/consulting experience in the financial services industry is required.Demonstrated consultative sales ability managing complicated B2B relationshipsStrong interpersonal skills and comfort with navigating across large organizations on behalf of clients.Strong client focus and a track record of exceeding client expectations.Must have substantial knowledge of the RIA Industry, including competitors' offerings, service structure, and business development approach.Candidates will have a Bachelor's degree or equivalent work related experience.Series 7 and 63 licenses required.

  What's in it for you

  At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Technical Account Manager, MuleSoft - Integration, APIs
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Sal
Assistant Relationship Manager - Plano
Plano 5 (31065), United States of America, Plano, Texas Assistant Relationship Manager - Plano Do you have an eye for detail and would enjoy working behind the scenes in a fast paced Auto Finance Div
C&IB Associate Relationship Manager
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Relationship Manager I - Business Banking
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Full Time Branch Ambassador- Central Suffolk Area
NC Suffolk-Smith Haven Br 572 (22572), United States of America, Lake Grove, New York Full Time Branch Ambassador- Central Suffolk Area The Reimagined Branch Experience: Welcome to a new idea in bank
Account Manager- Insurance Solutions Group
Are you a people person? Are you motivated by helping others? Do you thrive in a busy, ever-changing environment? ...Then keep reading, this might be the perfect opportunity for you! WHO IS HUB? At H
Sr. Manager Provider Performance
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Senior Banker - Metro West Worcester County area - bilingual Portuguese REQUIRED
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Senior Banker - Pleasant Street - New Bedford Financial Center
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Account Manager
IGNITE YOUR PASSION / IMPACT WHAT MATTERS Take A Look at HUB! ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world'
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved