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.

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm, and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employees’ strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future.

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.

What you’ll do:

As a key contributor of the Schwab Advisor Services BCE organization the Senior Manager is responsible for playing a hands-on strategic and tactical individual leadership role in (1) The ongoing management and enhancements to our immersive consulting program content and materials – including program frameworks and content resources such as workshop presentations, prework materials, program guides, white papers, exercises, advisor guides, and consultant materials (2) The creation of new consulting programs and materials.

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

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.

Required Qualifications:

Bachelor’s degree 5-10 years of experience in content management, creation and/or developmentAbility to translate complex and varied inputs (market data, client and executive insights, and broad industry research) into compelling stories and sophisticated actionable programs of the highest qualityStrong written and verbal communication skills, as well as the ability to research, synthesize data, develop recommendations, influence partners, and report on statusA demonstrated ‘can-do’, results-oriented approach to business and achieving high-impact resultsExcellent organization and project management skillsAbility to understand audience needs and enhance and create high-impact action-oriented content and resources based on those needsStrong analytical and problem-solving skillsAbility to understand dependencies and anticipate downstream consequencesHigh degree of detail orientation Strong PowerPoint skills

Preferred Qualifications:

Marketing agency asset/content creation, enhancement, and development experienceExperience in the financial services industry and understanding of practice management and consultingStrong knowledge of the RIA and other advisor channelsMBA degreeA bias for action and the ability to overcome obstacles and successfully execute on multiple projects simultaneously A 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 other
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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job