Advisor Services Senior Manager

2 months ago

Orlando, Florida, United States Charles Schwab Full time

Your opportunity

Charles Schwab Advisor Services is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. Our superior service coupled with access to sophisticated wealth-management tools help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts.

What you'll do:

  • Leading a team of 10-15 representatives
  • Develop direct relationships with peer-level leaders at your assigned advisor firms.
  • Provide escalation assistance directly to the leaders at your assigned RIA firms when complex needs arise.
  • Have a strong brand with internal business partners, including AS Sales, AS Workflow Solutions, and Operational Services to monitor and resolve the needs, concerns and opportunities for your assigned relationships.
  • Manage positive change in digital adoption, NIGO reduction and operational practices for your relationships.. and have a plan for the team to communicate policy changes to them.
  • Provide leadership to tenured service professionals, helping them stay engaged in our business plan and guide their career development
  • Work directly with some of the largest most influential RIAs in the industry
  • Assessing and resolving escalated client issues at a moment's notice, helping them navigate Schwab products and services
  • Providing creative ideas and solutions that will benefit the business and set the strategic direction of the segments
  • Anticipating potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions
  • Working collaboratively with other managers and leadership in cross-departmental projects and initiatives

What you have

  • 3+ years of management experience in the brokerage industry with RIA facing experience
  • FINRA Series 7, 63 required
  • FINRA Series 9/10 or 24 licenses required
  • Bachelor's degree preferred, Associates Degree or equivalent experience considered
  • Leadership training or project management experience preferred
  • Demonstrable ability to take ownership of impactful client relationships, provide excellent client service, and resolve problems under your own initiative.
  • Existing positive working relationships with internal Schwab departments.
  • Demonstrated experience mentoring and coaching peers and/or employees to achieve and exceed performance standards
  • Superior interpersonal, verbal, and written communication
  • Proven ability to embrace change and innovation
  • Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
  • Good organizational skills with the ability to prioritize and handle multiple competing priorities within established deadlines

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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 plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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 plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call


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