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San Diego, California, United States · On-site
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Phoenix, Arizona, United States • On-site
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Manage and grow relationships with single and multi-family offices in the Western US region to drive new assets to Schwab. Develop strategic plans for clients and curate complex financial solutions by leveraging Schwab's internal resources and third-party partnerships.
Requires a bachelor's degree, Series 7 and 63 licenses, and over 10 years of experience in UHNW or family office client-facing roles. Candidates must be willing to travel up to 50% of the time and possess deep knowledge of complex financial topics like trusts and alternative investments.
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.
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:
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Salary Range: $155,000- $248,000
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
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