Nick Manson

Experience

• 

  Charles Schwab

  Jun 2008 - now

  Lead a team of Consultant Relations professionals focused on serving the retirement consultant and advisor community, strengthening current relationships, exploring new ones, and being a key driver of deal flow and sales growth for Schwab Retirement Plan Services. Our strengths are in providing accessible and deep expertise to support consultants and their clients’ plans, individualized services to help address employees’ diverse financial needs, and access to a broad range of solutions to help consultants, plan sponsors, and employees work toward their goals. Show less Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab © 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE Show less

  • Director, Head of Consultant Relations, Schwab Retirement Plan Services

    Sept 2024 - now

  • VP- Branch Manager

    Jan 2022 - Sept 2024

  • VP - Branch Manager

    Oct 2017 - Jan 2022

  • VP - Branch Manager

    Jul 2015 - Oct 2017

  • Sales Manager, Participant Investor Concierge Team

    May 2013 - Jun 2015

  • Participant Services Manager

    Apr 2011 - May 2013

  • Quality Assurance Analyst

    May 2010 - Apr 2011

  • Participant Services Representative

    Jun 2008 - May 2010