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Your opportunity

Managing Director, AS Relationship Management

Advisor Services at Charles Schwab is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We are seeking a dynamic Managing Director (MD) of Relationship Management to lead and inspire a high-performing team in a business-to-business (B2B) sales environment. This is a pivotal role for a proven leader who can deliver the “best of Schwab” to our advisor clients, leveraging our specialized expertise, innovative technology, and unwavering commitment to client success.

What you have

Reporting to the Premier Wealth Managing Director, the Managing Director (MD) of Relationship Management will, in a business-to-business (B2B) sales environment, provide leadership, sales management and coaching to Relationship Managers and a Support Specialist.

+ Provide strategic leadership, sales management, and coaching to Relationship Managers and a Support Specialist, fostering a culture of continuous improvement and accountability.

+ Drive business growth by building and empowering high-performing teams, coaching direct reports, and developing talent to meet evolving business challenges.

+ Represent Schwab’s values and vision with executive presence, demonstrating superior communication, interpersonal, and listening skills.

+ Deliver compelling presentations and negotiate effectively, developing win/win solutions that drive client satisfaction and business results.

+ Serve as a trusted advisor and thought leader, influencing both internal teams and advisor clients.

+ Leverage deep expertise in the Registered Investment Advisor (RIA) industry—including technology, operations, practice management, compliance, and fee structures—to support advisor clients’ growth and success.

+ Utilize in-depth knowledge of Schwab Institutional products, services, and sales processes to communicate the features and benefits of our platform, technologies, and tools.

+ Ensure adherence to Schwab Advisor Services’ sales process and maintain a client-centric approach in all interactions

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 plan

+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

+ Paid parental leave and family building benefits

+ Tuition reimbursement

+ Health, dental, and vision insurance

What’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 plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab 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 [email protected] or call 800-275-1281.