Managing Director, Enterprise Relationship Management

Your OpportunityManaging Director & Head of Advisor Services Enterprise SolutionsSchwab Advisor Services Enterprise clients represent the firm's most complex, fastest‐growing, and strategically important RIAs. As Managing Director, Enterprise Solutions Relationship Management, this leader will shape and execute Schwab's growth strategy for Mega RIA clients-partnering with the industry's largest firms as they scale organically, pursue M&A, and expand globally.This role plays a leadership role in Schwab's Enterprise Growth Acceleration agenda, positioning Schwab as the indispensable partner to sophisticated advisory firms navigating an increasingly agile and competitive marketplace.Key ResponsibilitiesSet and execute the multi‐year growth strategy for Enterprise clients.Lead change in a rapidly evolving RIA marketplace, enabling agility, scale, and sustained growthDesign strategies that influence core economic value drivers (assets, flows, margins, retention, share of wallet)Support Enterprise firms in global expansion and increasing operating complexityBuild next‐generation advisor enablement across strategy, leadership development, talent, platform, and AIDrive enterprise go‐to‐market initiatives, including pay‐for‐service and transition support modelsServe as a senior executive sponsor to Enterprise clients and represent Schwab at marquee industry eventsPartner across senior leadership, product, digital, and client experience teams to deliver differentiated outcomesWhat you haveRequired Experience15+ years of experience in the RIA marketplace with deep Enterprise‐level expertiseExtensive leadership experience managing producers and people managers of complex organizationsProven success leading transformation, growth acceleration, and change management initiativesStrong growth go‐to‐market and monetization experience in financial servicesDemonstrated comfort engaging CEOs, founders, and Boards as a trusted strategic partnerTrack record of developing leaders, building teams, and driving accountabilitySeries 7, 63; BA/BS requiredLeadership ProfileStrategic, results‐oriented executive with strong business judgmentHighly collaborative leader with enterprise influence and executive presenceConfident communicator with the ability to inform, influence, and lead at the C‐suite levelPassion for building enduring businesses and developing next‐generation leaders