Senior Relationship Manager, AS Enterprise Relationship Management
Updated: May 22
San Diego
Expired
0
0mi
Job Abstract
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... more details
Senior Relationship Manager, AS Enterprise Relationship Management
Job LocationsUS-CA-San Diego
Requisition ID
2024-100194
Posted Date
20 hours ago(5/21/2024 12:52 PM)
Category
Sales & Relationship Management
Salary Range
USD $126000.00 - $190000.00 / Year
Application deadline
6/11/2024
Position Type
Full time
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 at least 3 years of B2B sales/consulting experience in the financial services industry is required.
Strong 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 and experience in the RIA Industry, Advisor Services, including competitors’ offerings, service structure, and business development approach.
Candidates will have a Bachelor's degree and or equivalent work
Series 7 and 63 licenses are required
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Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.
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