Managing Director – Head of Relationship Management & Service
| Company | Charles Schwab |
|---|---|
| Location | Boston, MA, USA, Naples, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Expert or higher |
Requirements
- 15+ years of experience in a complex financial services environment with demonstrated exposure across varied aspects of the asset management business.
- In-depth knowledge of Advisory business, supporting products, services, policies, and procedures as well as demonstrated brokerage industry knowledge.
- Multi-channel industry experience, including working with Institutional Clients and Advisors
- Track record of implementing and/or owning the clients’ experiences across multiple products and solutions.
- Deep understanding of operational systems to assist with the processing and planning for operational RIA integrations.
- Strong technical, analytical, and organizational skills with ability to prioritize business needs and manage time effectively.
- Proven track record to deliver excellent client service with the ability to anticipate and resolve problems.
- Passion for service, professionalism, positivity, and strong work ethic with a high level of integrity and teamwork.
Responsibilities
- Collaborate and influence senior leaders and partners in various business units to drive ‘win-win’ monetization within all business lines, while working closely with Offer and Product Management, as well as the sales teams, to increase advisor penetration and utilization of our MI solutions.
- Secure alignment within Wealth Advice Services and Schwab Asset Management on an operating model that meets the needs of the firm from a platform, portfolio management, risk and economic standpoint.
- Manage and secure alignment on priorities; lead the team towards stated objectives through strategic planning and execution.
- Effectively communicate results and insights to team members and senior leaders, using data and insights – essential to influencing outcomes and driving the results.
- Partner with Legal, Compliance and Risk partners to ensure practices and procedures are consistent with governing regulations, firm policy, and values of the firm.
- Deliver clear direction, mindful prioritization of the team members, as well as coordinate with business partners to effectively drive field engagement, identify gaps and recommend solutions to meet client needs.
- Exhibit expertise and technical aptitude to understand and drive technology implementations in a complex operating environment, impacting scale, relationships, and client servicing to expand offerings and reduce risk.
Preferred Qualifications
- Track record of leading a best-in-class service and Relationship Management function including shaping the strategic vision and leading a high performing, highly engaged team.
- Strong experience with CRM technology and implementing streamlined communications and tracking.
- Experience managing a budget and managing multiple priorities and overseeing distinct teams with varied strengths.
- Exceptional ability to interface with all levels of clients; including institutional consultants, leads of RIA firms, and institutional investment committees.
- Demonstrated strengths leading people, collaborating, and influencing at all levels of the organization.
- Effective communication of responsibilities, direction, and deliverables under a common vision will be necessary to ensure engagement, accountability, and drive team-based results.
- Undergraduate degree required; advanced degree preferred
- Required licensing Series 65 or CFP ®