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Account Manager, Advisor Services

Company: Charles Schwab
Location: San Diego
Posted on: May 28, 2023

Job Description:

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.What you are good at

  • Manage client relationships with emerging Advisors while actively pursuing opportunities to help them profitably grow
  • Work with leadership to provide additional enhancements, training materials, and resources to help our emerging Advisors become more self-sufficient
  • Maintain a strong band of communication between internal business partners, including service and leadership
  • Stay abreast of contesting offerings in the industry and how it impacts Schwab's market share within our segment
    • Be a contact point for clients that need negotiated pricing, competitive product offerings, and guidance on how to grow their business, among other things
    • Take the initiative to identify common pain points within our client base and develop resources to address their needs
    • Demonstrate superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption and provide scale to the segment
    • Collaborate 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 have
      • Active and valid FINRA Series 7 & 63 licenses required
      • Minimum of 3 years in Advisor Services preferred
      • Excellent relationship management skills including collaborating, influencing and negotiating. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet
      • Attributes 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 initiative
        • Willingness to pivot and constantly shift focus based on needs of the entire team and segment
        • Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships
        • Superior communication, presentation, interpersonal and listening skills
        • Passion 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 knowledge
          • Initiative to create change through process improvements, training and streamlining functions
          • Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively
          • Advanced 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 SalesForce
          • Skill and experience in delivering professional presentations to both large and small groups
          • Flexibility to travel for client events on a limited basisIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Keywords: Charles Schwab, San Diego , Account Manager, Advisor Services, Executive , San Diego, California

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