Manager, Client Relationship Manager - Oakland, CACharles Schwab

Your opportunity

At Schwab, youll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, youll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As a Client Relationship Manager, you are a key branch leader responsible for delivering consistent, high-quality client experience in a direct client facing capacity. You coordinate across teams, partner with branch leadership, and ensure operational accuracy, workflow efficiency, and successful execution of firm and regulatory initiatives.

You strengthen client relationships by resolving complex needs with empathy and professionalism, while using emotional intelligence to navigate escalations and support team collaboration. You also drive branch performance by coaching team members, reinforcing service excellence, and promoting accountability. This role offers the opportunity to expand your leadership impact while building expertise in client relationship management, operations, and performance in a fast-paced environment.

Why youre set up for success *:*

Youll operate in a highly collaborative branch environment where strong partnerships and shared accountability drive results. With direct exposure to both client interactions and operational leadership, youll build a well-rounded skill set that strengthens your ability to influence client outcomes, optimize processes, and support team performance.

Schwab Training and Development

• Completes Schwabs corporate training program focused on supervision, employee evaluation, and leadership to build foundational management and coaching capabilities.

• Your individualized development continues through hands-on training and mentorship within your branch. Youll collaborate closely with your branch leaders, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.

Career Pathing

• The Client Relationship Manager role provides a strong foundation for career growth at Schwab. Our choose your own adventure approach empowers you to explore paths aligned to your strengths. Through ongoing development, mentorship, and exposure to both client and operational excellence, youll have the flexibility to shape a career path that reflects your skills, interests, and long-term goals.

Competitive Compensation

• In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

What you have

The expertise you bring:

• A valid and active FINRA Series 7 and 63 license required

• Currently hold or obtain the FINRA Series 9 and 10 license as it will be required during your tenure on the job

• Relevant financial services or client-facing experience with 2+ years in a management or supervisory role preferred

The skills you bring:

Client Relationship Management: Build trusted client relationships, communicate proactively, and resolve concerns with sound judgment.

Attention to Detail: Manage workflows accurately, prioritize competing demands, and uphold operational standards.

Communication: Communicate clearly across audiences and navigate client and team interactions effectively.

Managing Performance: Coach team members, foster collaboration, and help drive branch performance and service excellence.

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact.

We offer a competitive benefits package (https://www.schwabjobs.com/summary-of-benefits) 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

Whats in it for you:

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.