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.
Schwab Advisor Wealth Services is the leading provider of custodial, trading, technology and practice management to registered investment advisor firms. We provide 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. Our Advisor Transition Services teams are dedicated to championing and serving the unique needs of transitioning advisors and their clients.
The Manager, Advisor Transition Services puts the growth and education of these advisors at the center of everything we do. Advisor Transition Managers have a deep expertise and understanding of the industry and this segment, which allows them to provide our advisor clients with the tools and resources to be successful. The successful candidate will play a vital role in evolving the ATS offer, by participating in the creation of a unique support model focused on a specific niche of advisors seeking independence.
What you’ll do:
- Provide a seamless transition experience for advisors by focusing on platform training and operational proficiency
- Work with leadership to provide additional enhancements, training materials, and resources to help our Advisors become digital advocates
- Maintain a strong band of communication between internal business partners, including sales and leadership
- Demonstrate superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption and provide scale to the segment
- Facilitate advisor education and training that improves their ability to navigate Schwab systems and processes, reduces rework and improves overall efficiency
- Collaborate with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment
- Be held accountable to achieving advisor training milestones, advisor technology adoption goals and first year client satisfaction
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Minimum of 3 years in Advisor Services
- Previous or current Charles Schwab experience
- FINRA Series 7, 63/65 licenses (Series 9/10 preferred)
- Advanced technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness. Advanced knowledge of Microsoft Outlook, Excel, PowerPoint, Client Central, Schwab Advisor Center and SalesForce
- In-depth knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge
- Flexibility to travel for client events (up to 30%)
- Excellent relationship management skills including collaborating, influencing and facilitation. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet
- Attributes of an entrepreneurial self-starter and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative
- Willingness to pivot and constantly shift focus based on needs of new client pipelines and segment
- Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships
- Superior communication, presentation, interpersonal and listening skills
- Passion for ideation, professionalism, positivity and strong work ethic with a high level of integrity and teamwork
- Initiative to create change through process improvements, training and streamlining functions
- Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively
- Skill and experience in delivering professional presentations to both large and small groups
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
