Relationship Manager, AS Relationship Management- Greater San Franscico Bay

About the role

Schwab Advisor Services is seeking a Relationship Manager to serve advisors in the Greater San Francisco Bay region. This role involves handling complex client relationships, improving efficiency and profitability, and supporting advisor growth and success.

Responsibilities

• Proactively anticipate and resolve client needs
• Coordinate with Service to support advisor education and adoption of Wealth Management Services
• Influence positive change in advisor organizations to meet evolving needs
• Present policy changes, negotiate pricing, conduct business reviews, and organize client events
• Develop and maintain meaningful relationships with assigned clients

Requirements

• Active FINRA Series 7 and Series 63 licenses
• Bachelor’s degree or equivalent professional experience
• 5–7 years of financial services experience

Preferred Qualifications

• Exceptional ability to build and sustain complex client relationships
• Strong communication, presentation, and negotiation skills
• Strong critical thinking and problem-solving skills
• Experience in the RIA / Wealth Management landscape
• Track record of driving growth, retention, and adoption of outcomes
• Ability to build strong partnerships across teams

Benefits

The role offers fully remote work with 50% or greater travel within the territory. Salary Range: $106,500.00-$146,500.00. Additional benefits include:

• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and 28-day sabbatical
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance