Relationship Manager, CORE - Advisor Services Relationship Management

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Job ID:
0406-33373
Job Category:
Sales/Business Development
Relevant Work Experience:
Financial Services-6+ yrs, Business Development and Sales-6+ yrs, Business Development and Sales-2-5 yrs, Investment Management - 6+ yrs, Investment Management - 2-5 yrs, Financial Services-2-5 yrs
Current Licenses / Certifications:
FINRA Series 63, FINRA Series 7
Position Located In:
AZ - Phoenix
Education:
BA/BS
Job Type:
Full Time
Description:

Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215
Curtis A Crawford
0406-33373

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all.  As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Advisor Services , the leading provider of custodial, operational and trading support for independent fee-based investment advisors  is looking for a sales person like you!  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 our advisor clients to help them profitably grow, compete and succeed in their business efforts.

What you’ll do:

We are looking for motivated individuals to manage complex client relationships with our mid-tier advisors as you actively pursue opportunities to improve their level of profitability.  As a Relationship Manager, you will effectively coordinate with Service, Marketing and other sales representatives as you anticipate client issues and problems and proactively take necessary steps to prevent such problems from occurring.  You will be responsible for managing and growing the existing relationship with your clients and influencing positive change in their operations, as well as communicating policy changes. In addition, you will manage and organize sales situations with the client, as well as negotiate long term pricing in exchange for increased assets.

What you have:

  • Our ideal candidate will be an entrepreneurial self-starter; and have a proven ability to deliver excellent client experience with the ability to anticipate and resolve problems under their own initiative. 
  • Candidates will have a Bachelor's degree or equivalent work related experience, Series 7 and 63 licenses and a minimum of 3-5 years of institutional based financial services and relationship management experience.
  • We are looking for someone with superior communication, presentation, interpersonal and listening skills in a phone based environment. 
  • In-depth knowledge of Advisor Services products and services preferred, or demonstrated transferable brokerage industry knowledge and/or the ability to learn the products and services with a limited learning curve. 
  • Demonstrated proficiency with the AS Sales Operating system or transferable experience a plus. 
  • Must have demonstrated ability to negotiate, cold call, trouble shoot, relate to people of all levels, and can think on their feet. 
  • Demonstrated expertise in all aspects of the RIA industry including technology, operations, practice management, compliance, competition, and fee structures.

Advisor Testimonial:  http://advisorservices.schwab.com/public/advisor/nn/videos/hoey.html

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 63, FINRA Series 7
Relevant Work Experience: Financial Services-6+ yrs, Business Development and Sales-6+ yrs, Business Development and Sales-2-5 yrs, Investment Management - 6+ yrs, Investment Management - 2-5 yrs, Financial Services-2-5 yrs
Position Located In: AZ - Phoenix
Education: BA/BS
Job Type: Full Time

Category:Sales/Business Development
Activation Date: Monday, April 10, 2017
Expiration Date: Saturday, July 1, 2017
Apply Here
Apply Now    

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.