Senior Relationship Manager, RIA Services (Remote, Bay Area)

Your OpportunitySchwab Advisor Services, the industry leader of custodial, operational, trading, product, and technology solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to serve as Relationship Manager in the Greater San Francisco Bay region.Our heritage of serving advisors (our clients) by bringing them the “best of Schwab,” our specialized expertise, and our continued investment as a strategic partner in their business is unparalleled. Your experience and commitment will allow us to strengthen relationships with our clients by expanding the depth and breadth of services offered, which are supported by leading technology platforms and dedicated professionals to help them successfully grow, compete, and succeed in their business efforts. Learn more about Schwab and our purpose: ideal candidate will handle complex client relationships with our top-tier advisors as you actively pursue opportunities to improve their level of efficiency and profitability, focusing on growth and retention. As a Relationship Manager, you will effectively coordinate with Service to proactively anticipate client needs and resolve situations as they occur and work closely with other business partners across the organization to support the education and adoption of Wealth Management Services. You will influence positive change in their organizations to support their evolving needs, as well as present policy changes, negotiate pricing, conduct business reviews, and organize client events. As the main point of contact for your assigned clients, you will be responsible for developing and maintaining meaningful relationships, positively representing Schwab’s brand and values.The opportunity offers fully remote work with 50% or greater travel within the territory.Candidate must reside within the Greater San Francisco Bay area.In addition to the salary range, this role is also eligible for bonus opportunitiesSalary Range: $106,500.00-$146,500.00What you haveRequired QualificationsActive FINRA Series 7 and Series 63 licenses, required to perform the role.Bachelor’s degree or equivalent professional experience demonstrating the skills required for this role.5–7 years of financial services experience demonstrating results driven relationship management.Preferred QualificationsExceptional ability to build and sustain complex client relationships through a consultative relationship management approach, stakeholder influence, and sound business judgment.Strong communication, presentation, and negotiation skills, including the ability to lead structured conversations and business reviews with senior audiences, navigating difficult discussions, resolving conflict, and adapting in real time to client needs.Strong critical thinking and problem-solving skills to understand advisor needs, navigate complex challenges, and deliver positive business outcomes.Experience applying knowledge of the RIA / Wealth Management landscape (operations, advisor technology, practice management, compliance, fee models) to client recommendations.Track record of driving growth, retention, and adoption of outcomes through consultative selling and long-term‑relationship building.Proven ability to build strong partnerships across teams, manage escalations, and drive timely resolution while maintaining a consistent client experience.#J-18808-Ljbffr

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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