Relationship Manager, Family Wealth Alliance
Charles Schwab
Orlando, FL; Westlake, TXPosted 3 days agoDiscoveredMatch locked
Account Management
Pay range
USD $80,000.00 - $105,000.00 / Year
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us 'challenge the status quo' and transform the finance industry together.
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(s).
The Family Wealth Alliance connects the multifamily wealth community. We are the only membership organization focused on multifamily wealth firms: 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, we have curated a collaborative, peer-led network united by shared values and fueled by a desire to serve clients and the industry at the highest level.
Our membership represents the epicenter of industry thought leadership. We help our members build and foster key relationships through our vast resources, conferences, events, and peer networking opportunities, as well as industry-first research initiatives. Our Alliance Research arm has released more than 30 industry reports and benchmarking studies since our founding, establishing us as the authority on North American multifamily offices.
What You'll Do
The Manager of Member Experience plays a critical role in ensuring member firms receive consistent exceptional experience with The Family Wealth Alliance. The successful candidate will bring a strong background in relationship management and client service.
Key responsibilities include advancing engagement through proactive outreach, thoughtful onboarding, customized support, executive-level networking, and partnership with internal teams to deliver a cohesive, high-value experience. This position provides the opportunity to contribute meaningfully within a collaborative, entrepreneurial team while developing senior-level connections across a growing organization. As part of a boutique organization and subsidiary of a large public corporation, the individual must demonstrate adaptability, sound judgment, and flexibility in supporting broad priorities and special projects. Strong communication and client service skills are essential, and experience in the family wealth, family office, or ultra-high-net-worth industry is strongly preferred. This position reports directly to the Director of Member Experience.
Primary Duties or Responsibilities
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Maintain Professional Relationships
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.
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Facilitate Networking
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.
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Onboarding and Support
Provide comprehensive onboarding for new members and ongoing support and resources to help members maximize their membership benefits.
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Customized Solutions
Identify and address individual member needs through personalized service and tailored solutions.
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Collaboration
Work closely with other departments, such as marketing and events, to ensure a cohesive member experience.
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CRM Management
Utilize our CRM system and other database software to capture and track member and prospect information accurately.
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Benefit Expert
Develop expertise on all Family Wealth Alliance member benefits, strategic initiatives, and special projects.
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Additional Duties
Perform other related duties as required.
What you have
To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.
Required Qualifications
- Seven or more years of direct relationship management experience with a strong client service mentality
- Bachelor's degree required; advanced degree is preferred
- 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
Preferred Qualifications
- 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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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
Not included in the source posting: about the role.
Skills
excel
Who can apply
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