Pay range: USD $145,500.00 - $291,000.00 / Year
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire help our clients and one another succeed.
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Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and practices management to registered independent advisory firms (RIAs). It provides access to sophisticated wealth management services that help advisors attract and retain affluent clients, as well as profitably grow, compete, and succeed in their business efforts. Schwab Advisor Services serves over 15,000 independent advisory firms who custody approximately $3.5 trillion of asset with Schwab. Schwab Advisor Family Office is a highly specialized offering to an exclusive group of family office firms including some of the fastest growing multi-family offices and professionally run single family offices.
The Family Office Relationship Manager of Schwab Advisor Family Office is central to the successful experience and providing value-add services to all family office firms. With deep expertise in serving family offices and ultra-high net worth (UHNW) families, the individual will have broad impact in direct relationships with family offices working in close collaboration with the service organization and other strategic business partners across the Schwab enterprise.
What you'll do:
- Direct relationship management accountability to both single family offices and multi-family offices in a specific region. Serve as the primary relationship manager for single family offices while partnering in a team-based model with Advisor Services relationship manager for multi-family offices.
- Retain, grow and deepen relationships with both single and multi-family offices to increase engagement around the full-service offering and drive new assets to Schwab. Develop and execute strategic plans for each relationship.
- Create new business opportunities and referrals from multiple sources including existing clients, internal and external business partners, and other centers of influence.
- Through effective discovery and ongoing relationship development, achieve a deep level of understanding of client needs. Navigate and optimize Schwab's extensive resources and third-party relationships to curate solutions for a variety of complex requests.
The opportunity covers the Eastern Division and the ideal candidate is located within the Eastern US . Depending on location and other factors, this role may be expected to be in the office 3-4 days per week.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Bachelor's degree
- Active Series 7 and 63
- 10+ years of ultra-high net worth or family office client-facing experience
- Commitment to regular territory travel (up to 25% of the time)
- Deep knowledge about the ultra-high net worth client and family office industry with a proven track record of developing and growing client relationships
- Direct background and experience in relationship management from a private bank, wirehouse, direct provider, registered investment advisor or family office
- Knowledge on complex topics important to UHNW clients and family offices, such as tax, alternative investments, estate planning, restricted stock, complex accounts, managed accounts, trusts, philanthropy, risk management, life insurance, lending, and asset
- A consultative approach to serving clients coupled with sharing best practices and thought leadership
- A "people-first" approach to the organizational culture to contribute, help motivate and inspire other team members to bring out our collective best
- A genuine approach to collaboration and teamwork to achieve desired outcomes for each other, our clients and the firm
- Ability to learn and become an expert on Schwab tools, products, and service offerings
- Understanding of the key issues and trends for family offices
- Proactively leverage ideas, insight, and relationships to improve the experience of UHNW clients and family offices
- Preference to work as a contributing member of a high-performance team beyond individual contributions
- High-achiever with entrepreneurial spirit - motivated to add value beyond functional role to a fast- growing specialized family office business
- Passion for learning, professionalism, positivity and strong work ethic with a high level of integrity
- Strong executive presence
- Agility to excel in a dynamic environment managing a wide range of priorities
Preferred Qualifications:
- MBA, CFP, CPA/PFS, CPWA, or JD
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