Charles Schwab Vendor Relationship Manager, Advisor Services - Strategic Business in Phoenix, Arizona

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 at 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:

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 professional to join its Strategic 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’ll do:

The Vendor Relationship Manager- Strategic Business Development (IBD’s and TAMP’s) role is responsible for managing the home office relationships of certain Independent Broker Dealer and TAMP relationships on behalf of Schwab Advisor Services’ (AS). This will be a phone based Relationship Manager position. The efforts of this individual will be highly coordinated with two other Sr. Relationship Managers within the Strategic Business Development team with whom this role will share responsibility for managing the IBD and TAMP segments of clients. The overall focus of this role is to expand AS’ reach into the IBD and TAMP space and bring further consistency to the way we support these unique clients.

In addition to ownership of certain client relationships, the role will require significant time in coordination with key internal partners (Service, Technology, Compliance, etc) and will also own a minimal amount of processing items on behalf of clients.

As part of the Strategic Business Development team, this role will work with firms whose influence stretches broadly across the Schwab AS’ business, either through a significant geographic footprint or through products and services utilized by other advisors.

What you have:

  • A minimum of 7 years financial services experience is required, preferably with some B2B sales/consulting experience.

  • Demonstrated consultative relationship support ability either servicing or managing complicated B2B relationships

  • 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.

  • Substantial knowledge of the RIA Industry, including competitors’ offerings, service structure, and business development approach.

  • Candidates will have a Bachelor's degree or equivalent work related experience.

  • Series 7 and 63 licenses required.

  • Limited travel will be required.

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 at" .

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.

Position Located In: AZ - Phoenix