Your opportunity
Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and practice management to registered investment advisors (RIAs). It provides access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete, and succeed in their business efforts. Schwab Advisor Services serves over 7,000 independent advisory firms who custody approximately $1 trillion of assets with Schwab. RIAs choose independence because they are determined to take charge of their future. They want the freedom to serve their clients without compromise and to control their destiny as business owners. And like them, Schwab believes in doing the right thing for investors – it's a basic shared value.
The AS Business Consulting & Education (BCE) team creates and delivers industry-leading consulting, benchmarking, thought leadership, and education programs that help advisors achieve their goals and gain competitive advantage. Its extensive offer includes the RIA Benchmarking Study, immersive multi-week consulting programs, the Schwab Executive Leadership Program and more. The key to the team’s success lies in its ability to create highly relevant and scalable programs that turn practice management insights into actionable plans that advisors can implement in their firms. These programs are delivered by a nationwide team of experienced consultants who work closely with advisors to understand the firm’s challenges and areas of opportunity, and then map a path forward.
As a key contributor of the Schwab Advisor Services BCE organization the Senior Manager is responsible for playing a hands-on strategic and tactical ownership role in (1) Defining, developing/creating, and enhancing consulting programs—including in-depth, action-oriented content, tools, and resources. (2) Executing day-to-day responsibilities including, but not limited to managing program content, coordinating, delivering, and/or moderating key advisor BCE experiences (e.g., forums, events, cohorts, social) and working with BCE partners and leaders to ensure successful execution of the overall program.
Successful BCE team members are energized by the opportunity to build relationships and develop innovative content in a highly collaborative environment, intellectually curious and passionate about learning new things, and motivated to leverage their strengths to deliver meaningful results. The ideal candidate is comfortable in an iterative, fast-paced environment, enjoys having fun at work, and embraces the opportunity to share and receive feedback. Positivity, flexibility, transparency, self-leadership, and efficiency are valued on the team, as is the ability to work with and influence individuals at all levels of the organization.
What you have
The ideal candidate will possess the following capabilities:
- 7-10 years in a program management and/or content development role
- Bachelor’s degree required; MBA preferred
- The ability to translate complex and varied inputs including market data, client and executive insights, and broad industry research into compelling stories and actionable programs of the highest quality
- Very strong content creation, written and verbal communication skills, as well as the ability to research, synthesize data, develop recommendations, influence partners, and report on status
- A ‘can-do’, results-oriented approach to business
- A high degree of detail orientation and strong project management skills
- A bias for action and the ability to overcome obstacles and successfully execute on multiple projects simultaneously
- The ability to understand audience needs and create high-impact action-oriented content and resources based on those needs
- The ability to understand dependencies and anticipate downstream consequences
- Very strong PowerPoint skills
- Strong analytical problem-solving skills
- A proven ability to work in a fast paced, iterative, and matrixed environment
- A desire to be part of a team that celebrates and advocates for each other
- Preferred but not required: Marketing agency asset/content creation and development experience
- Preferred but not required: Experience serving the financial services industry, an understanding of practice management and consulting
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll 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
