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 haveThe ideal candidate will possess the following capabilities:
7-10 years in a program management and/or content development roleBachelor’s degree required; MBA preferredThe 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 qualityVery strong content creation, written and verbal communication skills, as well as the ability to research, synthesize data, develop recommendations, influence partners, and report on statusA ‘can-do’, results-oriented approach to businessA high degree of detail orientation and strong project management skillsA bias for action and the ability to overcome obstacles and successfully execute on multiple projects simultaneouslyThe ability to understand audience needs and create high-impact action-oriented content and resources based on those needsThe ability to understand dependencies and anticipate downstream consequencesVery strong PowerPoint skillsStrong analytical problem-solving skillsA proven ability to work in a fast paced, iterative, and matrixed environmentA desire to be part of a team that celebrates and advocates for each otherPreferred but not required: Marketing agency asset/content creation and development experiencePreferred but not required: Experience serving the financial services industry, an understanding of practice management and consulting Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
Software Powered by iCIMS
www.icims.com