Relationship Manager- Family Wealth Alliance – Charles Schwab – Orlando, FL – Westlake, TX

Company: Charles Schwab

Location: Orlando, FL – Westlake, TX

Expected salary: $66900 – 110000 per year

Job date: Sat, 21 Jun 2025 06:27:04 GMT

Job description:

Job Title: Collaborative Solutions Specialist

Job Description:

We are seeking a proactive and detail-oriented Collaborative Solutions Specialist to join our team. In this role, you will work closely with various departments, including marketing and events, to develop and implement cohesive strategies that enhance the member experience. Your focus will be on identifying innovative solutions that align with our organizational goals while fostering effective communication and collaboration across teams.

Key Responsibilities:

  • Cross-Departmental Collaboration: Partner with marketing and events teams to create integrated initiatives that resonate with members and drive engagement.
  • Solution Development: Analyze member feedback and industry trends to propose and implement creative solutions that address member needs and enhance satisfaction.
  • Project Coordination: Manage timelines and deliverables for joint projects, ensuring that all stakeholders are aligned and informed.
  • Communication Facilitation: Act as a liaison between departments, promoting a culture of open communication and idea sharing.
  • Performance Tracking: Monitor and evaluate the success of collaborative initiatives, providing insights and recommendations for future projects.

Qualifications:

  • Strong interpersonal skills with the ability to build relationships across departments.
  • Experience in project management and a track record of successful collaboration.
  • Excellent problem-solving abilities and a creative mindset.
  • Knowledge of marketing principles and event management is a plus.
  • Strong organizational skills with an attention to detail.

Join us to make a meaningful impact by fostering collaboration and creating solutions that enhance the overall member experience!