Relationship Manager

13 hours ago


Lone Tree, Iowa, United States Charles Schwab Full time
Your Opportunity

At Charles Schwab, we're committed to helping our clients achieve their financial goals. As a Relationship Manager, you'll play a critical role in building and maintaining strong relationships with our top-tier advisors. Your experience and expertise will enable you to anticipate client needs and proactively address any issues that may arise.

Key Responsibilities
  • Manage and grow existing relationships with clients, identifying opportunities to improve their profitability
  • Collaborate with Service, Marketing, and other sales representatives to ensure seamless client experiences
  • Anticipate and resolve client issues, taking proactive steps to prevent problems from occurring
  • Present policy changes to clients and negotiate long-term pricing in exchange for increased assets
  • Run and organize sales situations with clients, leveraging your expertise to drive business growth
Requirements
  • Bachelor's degree or equivalent work-related experience
  • Active and valid FINRA Series 7 license
  • Active and valid FINRA Series 63 license
  • Minimum of 5 years of financial services industry and RIA relationship management experience
  • Proven ability to deliver excellent client service, with a strong focus on problem-solving and communication
  • Superior communication, presentation, and interpersonal skills
  • In-depth knowledge of Advisor Services products and services, or demonstrated transferable brokerage industry knowledge
What We Offer

In addition to a competitive salary, this role is eligible for bonus opportunities. We're 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.

We offer a competitive and flexible package designed to empower you for today and tomorrow. Our benefits include a comprehensive health insurance plan, a 401(k) matching program, and a generous paid time off policy.


  • Relationship Manager

    2 weeks ago


    Lone Tree, Iowa, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, we're committed to helping our clients achieve their financial goals. As a Relationship Manager, you'll play a critical role in building and maintaining strong relationships with our top-tier advisors. Your experience and expertise will enable you to identify opportunities to improve their profitability and provide...

  • Relationship Manager

    4 weeks ago


    Lone Tree, Iowa, United States Charles Schwab Full time

    {"Job SummaryWe are seeking a skilled Relationship Manager to join our team at Charles Schwab. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our top-tier advisors, identifying opportunities to improve their profitability, and providing exceptional client service.Key Responsibilities* Develop...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    Unlock Your Potential as a Client Relationship SpecialistAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a vital role in delivering unparalleled value, excellent service, and a positive client experience.Our Financial Solutions Branch (FSB) is a segment of the...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Client Relationship Specialist to join our Financial Solutions Branch team at Charles Schwab. As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProvide unparalleled value and excellent service to...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Client Relationship Specialist to join our Financial Solutions Branch team at Charles Schwab. As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Your primary focus will be on managing a case queue, which includes...


  • Lone Tree, Iowa, United States Logic Integration Full time

    Job Title: Commercial Sales Account ManagerLogic Integration is seeking a highly motivated and experienced Commercial Sales Account Manager to join our team. As a key member of our sales team, you will be responsible for developing and maintaining relationships with existing clients, identifying new business opportunities, and driving sales growth.Key...


  • Lone Tree, Iowa, United States Goodwin Recruiting Full time

    Job OpportunityWe are seeking a highly skilled and experienced General Manager to lead our upscale scratch kitchen concept. As a key member of our team, you will be responsible for driving business growth, improving operational efficiency, and delivering exceptional customer experiences.Key Responsibilities:Develop and implement strategies to increase...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    Join Our Wealth Advisory TeamWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Charles Schwab. As a key member of our Wealth Advisory team, you will play a critical role in supporting our Wealth Advisors in servicing, deepening, and retaining client relationships.Key Responsibilities:Provide exceptional client...

  • Associate Manager

    3 weeks ago


    Lone Tree, Iowa, United States TUMI Full time

    Job SummaryWe are seeking a highly motivated and experienced Associate Manager to join our Retail team at TUMI. As a key member of our team, you will be responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong client relationships and driving sales through outstanding service.Key...

  • Sales Manager

    3 days ago


    Lone Tree, Iowa, United States Tesla Full time

    Job Title: Associate Sales ManagerAt Tesla, we're looking for a seasoned retail leader to join our team as an Associate Sales Manager. As a key member of our sales team, you will play a critical role in driving sales growth, developing and managing a high-performing store team, and contributing to our mission of accelerating the world's transition to...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you'll join a...


  • Lone Tree, Iowa, United States Goodwin Recruiting Full time

    Job OverviewGoodwin Recruiting is seeking a seasoned General Manager to lead our upscale scratch kitchen concept. As a key member of our team, you will be responsible for driving business growth, developing high-performing teams, and delivering exceptional guest experiences.Key Responsibilities:Develop and execute business strategies to drive revenue growth...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    About the RoleAt Charles 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.Key ResponsibilitiesSupport 2-4 Wealth Advisors by servicing, deepening, and retaining...


  • Lone Tree, Iowa, United States SNC Ltd Full time

    Job SummaryWe are seeking a highly skilled Subcontract Management Specialist to join our team at SNC Ltd. As a key member of our procurement team, you will be responsible for managing subcontractors and ensuring the successful delivery of our projects.Key ResponsibilitiesDevelop and implement subcontract management strategies to ensure timely and...


  • Lone Tree, Iowa, United States Goodwin Recruiting Full time

    Job OpportunityWe are seeking a seasoned leader to oversee the daily operations of our upscale scratch kitchen concept. As a General Manager, you will be responsible for driving sales growth, improving customer satisfaction, and maintaining a positive work environment.Key Responsibilities:Develop and implement strategies to increase revenue and market...


  • Lone Tree, Iowa, United States Denver Marriott South at Park Meadows Full time

    Restaurant Supervisor Job SummaryWe are seeking a skilled Restaurant Supervisor to join our team at the Denver Marriott South at Park Meadows. As a Restaurant Supervisor, you will be responsible for overseeing the daily operations of our restaurant, ensuring exceptional guest satisfaction, and maintaining a high level of service quality.Key...

  • Benefits Manager II

    4 days ago


    Lone Tree, Iowa, United States Sierra Nevada Corporation Full time

    Job Title: Benefits Manager IIWe are seeking an experienced Benefits Manager II to join our team at Sierra Nevada Corporation. As a key member of our corporate team, you will be responsible for designing, implementing, and managing comprehensive employee benefits programs that attract, retain, and motivate top talent while ensuring compliance with applicable...


  • Lone Tree, Iowa, United States Altar'd State Full time

    About UsAltar'd State is a rapidly growing women's fashion brand with 130+ locations in 40 states. Our brand is built upon the founding principles of giving back and making a difference in the world.Job OverviewThe Assistant Store Leader of Guest Engagement leads and supports the Store Leader by directing activities required to achieve all store goals,...

  • Benefits Manager II

    3 weeks ago


    Lone Tree, Iowa, United States Sierra Nevada Corporation Full time

    Job Title: Benefits Manager IIWe are seeking an experienced Benefits Manager II to join our team at Sierra Nevada Corporation. The ideal candidate will have a deep understanding of employee benefits programs, including health insurance, retirement plans, wellness initiatives, and other related offerings.Key Responsibilities:Design, implement, and administer...


  • Lone Tree, Iowa, United States COCHLEAR AMERICAS Full time

    About the RoleCochlear Americas is seeking a highly skilled Product Marketing Manager to join our team. As a key member of our marketing team, you will be responsible for driving and expanding service revenue through the development and execution of integrated direct-to-recipient and direct-to-professional marketing activities.Key ResponsibilitiesGain...