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Charles Schwab & Co., Inc

Sr. Relationship Manager, Advisor Services Relationship Management - Military veterans preferred

Charles Schwab & Co., Inc - Novi, MI

\t\t Description: Novi - MI, SIMINOV, 39555 Orchard Hill Pl, Ste 451, 48375-5379Curtis A Crawford1127-37253We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client\u2019s 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 \u2018own your tomorrow\u2019 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 to help our clients and one another succeed.As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.Our Opportunity:Advisor Services\u00a0, the leading provider of custodial, operational and trading support for\u00a0independent fee-based investment advisors\u00a0 is looking for a sales person like you!\u00a0 Our heritage of serving advisors by bringing them the \u201cbest of Schwab,\u201d our specialized expertise and our continued investment in their business is unparalleled. Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced, dedicated people to our advisor clients to help them profitably grow, compete and succeed in their business efforts.What you\u2019ll do:We are looking for motivated individuals to manage complex client relationships with our top-tier advisors as you actively pursue opportunities to improve their level of profitability.\u00a0As a Sr. Relationship Manager, you will effectively coordinate with Service, Marketing and other sales representatives as you anticipate client issues and problems and proactively take necessary steps to prevent such problems from occurring.\u00a0 You will be responsible for managing and growing the existing relationship with your clients and influencing positive change in their operations, as well as communicating policy changes to them.\u00a0Additionally, you will assist in manage and organize sales situations with the client, as well as negotiate long term pricing in exchange for increased assets.What you have:
Demonstrated expertise in all aspects of the RIA industry including technology, operations, practice management, compliance, competition, and fee structures.
Our ideal candidate will be an entrepreneurial self-starter; and have a proven ability to deliver excellent client service with the ability to anticipate and resolve\u00a0problems under their own initiative.\u00a0
Candidates will have a Bachelor's degree or equivalent work related experience, Series 7 and 63 licenses and a\u00a0minimum of 5-7 years of RIA relationship management experience.
We are looking for someone with superior communication, presentation, interpersonal and listening skills.\u00a0
In-depth knowledge of\u00a0Advisor Services\u00a0products and services preferred, or demonstrated transferable brokerage industry knowledge and/or the ability to learn the products and services with a limited learning curve.\u00a0
Demonstrated proficiency with the AS Sales Operating system or transferable experience a plus.\u00a0
Must have demonstrated ability to negotiate, cold call, trouble shoot, relate to people of all levels, and can think on his/her on their feet.\u00a0

What you\u2019ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life

\u00a0Learn more about Life@Schwab.Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online. \t\t Job Specifications

Relocation Offered?:
No

Work Schedule:
Days

Languages:
English - spoken

Current Licenses / Certifications:
None

Relevant Work Experience:
Financial Services-6 yrs, Business Development and Sales-6 yrs, Investment Management - 6 yrs

Position Located In:
OH - Cincinnati, MI - Novi

Education:
BA/BS

Job Type:
Full Time

\t\t\t\t\t\t Category:Sales/Business Development \t\t Activation Date: Monday, November 27, 2017 \t\t Expiration Date: Tuesday, December 26, 2017 \t\t Apply Here \t
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17 days 17 hours ago

Charles Schwab & Co., Inc

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Sr. Relationship Manager, Advisor Services Relationship Management - Military veterans preferred Charles Schwab & Co., Inc - Novi, MI, United States

   

Location: Novi, MI

Company Profile:
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.