Your opportunityIn Advisor Services we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. In Advisor Services Group, our mission is to be the premier service provider for emerging Advisors in the industry.Our Account Management organization provides tools to help our Advisors meet the needs of their clients and grow on our platform. We put the growth and education of these advisors at the center of everything we do. Account Managers have a deep expertise and understanding of the industry and this segment, which allows them to provide our clients with the tools and resources to be successful.As an Account Manager, a successful candidate will have the following opportunities:Manage client relationships with emerging Advisors while actively pursuing opportunities to help them profitably growWork with leadership to provide additional enhancements, training materials, and resources to help our emerging Advisors become more self-sufficientMaintain a strong band of communication between internal business partners, including service and leadershipStay abreast of contesting offerings in the industry and how it impacts Schwab’s market share within our segmentBe a contact point for clients that need negotiated pricing, competitive product offerings, and guidance on how to grow their business, among other thingsTake the initiative to identify common pain points within our client base and develop resources to address their needsDemonstrate superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption and provide scale to the segmentCollaborate with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segmentWhat you haveRequired Qualifications:Active and valid FINRA Series 7 & 63 licenses requiredMinimum of 3 years in Advisor Services preferredFlexibility to travel for client events on a limited basisExcellent relationship management skills including collaborating, influencing and negotiating. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feetAttributes of an entrepreneurial self-starter and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiativeWillingness to pivot and constantly shift focus based on needs of the entire team and segmentAbility to support positive relationships between the client and Schwab through fostering successful internal partnershipsSuperior communication, presentation, interpersonal and listening skillsPassion for ideation, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.In-depth knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledgeInitiative to create change through process improvements, training and streamlining functionsStrong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectivelyAdvanced technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness. Advanced knowledge of Microsoft Outlook, Word, Excel, PowerPoint, and SalesForceSkill and experience in delivering professional presentations to both large and small groupsIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceWhat’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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSchwab 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 800-275-1281.