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Senior Family Office Relationship Director
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-14
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-14
Job specializations:
-
Management
Client Relationship Manager, Wealth Management
Job Description & How to Apply Below
Charles Schwab seeks a Family Office Relationship Manager for Schwab Advisor Family Office to deepen UHNW client relationships and drive strategic value. You'll partner across teams to deliver sophisticated wealth management services and scalable family-office solutions.
Ideal candidates bring 10+ years in UHNW client-facing roles, Series 7 & 63, and a consultative, collaborative approach. This role offers hybrid work within the Western US and substantial travel to serve elite clients
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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