Relationship Manager, AS Relationship Management- Chicago or Indianapolis

Relationship Manager, AS Relationship Management - Chicago or Indianapolis

Join to apply for the Relationship Manager, AS Relationship Management - Chicago or Indianapolis role at Charles Schwab
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At Schwab, you're empowered to make an impact on your career. Innovative thought meets creative problem solving to challenge the status quo and transform the finance industry. Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and technology solutions for independent fee‑based investment advisors (RIAs), is seeking a results‑driven individual to serve as a Relationship Manager.

The ideal candidate will handle complex client relationships with large advisors, actively pursue opportunities to improve their efficiency and profitability, and focus on growth and retention. As a Relationship Manager, you will coordinate with Service, Marketing, Business Consulting, and other key partners to anticipate client needs and resolve situations proactively, influence positive change, present policy changes, negotiate pricing, conduct business reviews, and organize client events.

You will be the main point of contact for assigned clients, responsible for developing and maintaining meaningful relationships and positively representing Schwab’s brand and values.

• Handle complex client relationships with large advisors.
• Coordinate with cross‑functional partners to anticipate and resolve client needs.
• Influence organizational change to support evolving client needs.
• Present policy changes, negotiate pricing, conduct business reviews, and organize client events.
• Serve as primary point of contact for assigned clients.

• Bachelor’s degree or equivalent work‑related experience.
• Active and valid FINRA Series 7 and 63 licenses.
• 3–5 years of experience in financial services or the RIA industry.
• Sales experience and relationship management experience.
• Ability to travel up to 50 % of the time.
• Ability to work remotely within the Chicago or Indianapolis region.

• Demonstrated expertise in all aspects of the RIA industry, including technology, sales, operations, practice management, compliance, competition, and fee structures.
• In‑depth knowledge of Advisor Services products and operating systems.
• Proven ability to negotiate, cold‑call, troubleshoot, and think on your feet.
• Record of achieving/exceeding sales goals and building strong business relationships.

• 401(k) with company match and Employee Stock Purchase Plan.
• Paid time for vacation, volunteering, and 28‑day sabbatical after every 5 years of service.
• Paid parental leave and family‑building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.

At Schwab, you’re empowered to shape your future. We champion growth through meaningful work, continuous learning, and a culture of trust and collaboration. Our hybrid work and flexibility approach balances the need to work remotely with regular in‑person collaboration.

Mid‑Senior level

Full‑time

Sales and Business Development