Sr Relationship Manager – AS Enterprise Relationship Management
| Company | Charles Schwab |
|---|---|
| Location | Lone Tree, CO, USA, Westlake, TX, USA, Phoenix, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree or equivalent work-related experience.
- Must have an Active and valid FINRA Series 7 and 63 license.
- Must have a minimum of 7+ years of RIA industry experience
- Must have sales, consulting, or RIA business management experience
- Must have internal or external relationship management experience
- Up to 50% travel
Responsibilities
- Develops deep relationships with the C-suite of Enterprise firms to become a trusted advisor
- Masters partnering and collaborating with Enterprise firms to shape their strategic vision, while nurturing relationships across multiple levels of the firm, including establishing a presence and influencing growth with affiliated offices
- Owns strategic client development; identified and develops strategies for the Enterprise Firm through opportunity identification; establishes proper advisor expectations and searches for ways to extend and expand the business relationships
- Assembles executive level selling teams, sets objectives with the selling team, coaches and influences without direct authority the selling team to deliver on outcomes
- Serves as the primary relationship Executive between the advisor and Schwab, advocating for the Enterprise firm, while balancing the needs of the company with the overall goal of maximizing the value of the relationships to both parties
- Influences internal stakeholders, product leaders, and Executives to make strategic investments in capabilities to support the Enterprise firm’s priorities, oversees the build and implementation with advisors
- Contribute to the firm strategy by providing strategic insights from Enterprise relationships to inform strategic investments/capabilities that may benefit the larger RIA Community
- Acts as the Executive Sponsor and is accountable for all strategic initiatives the Enterprise firm is collaborating with Schwab; responsible for directly managing the end-to-end project or coordinating with Shared Services
- Accountable for profitable revenue growth and leads pricing and benefit negotiations internally and with the Enterprise firm
Preferred Qualifications
- In-depth knowledge of Schwab products, operating system, and services preferred, or demonstrated transferable brokerage industry knowledge and/or the ability to learn the products and services with a limited learning curve.