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Relationship Manager, Family Wealth Alliance

Charles Schwab Inc.•Orlando, FL
•$80,000 - $105,000•Onsite
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About The Position

The Family Wealth Alliance (FWA) is a membership organization focused on multifamily wealth firms, including multifamily offices, external CIOs, high-end wealth management firms, trust companies, and the family office practices of private banks and law and accounting firms. Since 2003, FWA has curated a collaborative, peer-led network united by shared values and a desire to serve clients and the industry at the highest level. The FWA membership represents the epicenter of industry thought leadership, helping members build and foster key relationships through resources, conferences, events, peer networking, and industry-first research. The Alliance Research arm has released over 30 industry reports and benchmarking studies, establishing FWA as an authority on North American multifamily offices. Schwab believes in the importance of in-office collaboration and expects the selected candidate to work on site.

Requirements

  • Seven or more years of direct relationship management experience with a strong client service mentality
  • Bachelor’s degree required
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) on Windows OS.
  • Demonstrates sound judgment, integrity, discretion, and respect for the confidential nature of the firm’s business and client relationships

Nice To Haves

  • Advanced degree is preferred
  • Experience in the family wealth, family office, or ultra-high-net-worth industry, given the specialized member base and client profile
  • Strong executive-level relationship management skills, especially with C-suite leaders and senior decision-makers
  • Experience using CRM systems and database tools to accurately track member, client, or prospect information
  • Comfort operating in an entrepreneurial, small-team environment, with the flexibility to support broad team needs and special projects

Responsibilities

  • Foster and maintain professional internal and external relationships that reflect FWA’s mission, vision, and values, ensuring a high level of client service at every interaction.
  • Be the primary point of contact to encourage FWA member engagement.
  • Initiate introductions and connections between members to foster a stronger community.
  • Moderate executive leader roundtables and breakout networking groups to enhance member engagement and collaboration.
  • Provide comprehensive onboarding for new members and ongoing support and resources to help members maximize their membership benefits.
  • Identify and address individual member needs through personalized service and tailored solutions.
  • Work closely with other departments, such as marketing and events, to ensure a cohesive member experience.
  • Utilize our CRM system and other database software to capture and track member and prospect information accurately.
  • Develop expertise on all Family Wealth Alliance member benefits, strategic initiatives, and special projects.
  • Perform other related duties as required.

Benefits

  • Bonus or incentive opportunities

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

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