Sales Relationship Manager, Centralized East, Advisor Services - Westlake, TX

Only for registered members Westlake, TX, United States

1 month ago

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Job summary

We are seeking a Relationship Manager to support Registered Investment Advisors as they grow, compete and succeed.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Skills

  • We are looking for someone with strong knowledge of Schwab resources products services or transferrable experience working within the RIA industry.
  • You must demonstrate ability to build lasting relationships with your team your advisor clients internal external partners and have good listening skills to understand advisor needs requests promptly identify internal partners solve problems proactively deliver relevant resources ensure advisor satisfaction.

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