Lone Tree - CO, DENR2, 9800 Schwab Way, 80124
Curtis A Crawford
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 employee 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, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology and practice management to registered independent advisory firms (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.
The Business Consulting Services (BCS) team creates and delivers high-quality, industry-leading consulting, education, and talent programs that help advisors better manage their businesses in addition to helping them plan and prepare for the future. 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 prospects, advisors and their Schwab relationship managers to understand the firm’s challenges and areas of opportunity, and then map a path forward.
Programs developed and managed by BCS include the annual Charles Schwab RIA Benchmarking Study, immersive multi-week ‘Insight to Action’ consulting programs, the Schwab Executive Leadership Program, Schwab Advisor University, SOLUTIONS® conferences, Business Start-up Consulting, RIA Talent Advantage, and the Cybersecurity Resource Center. The BCS team also produces white papers on a range of practice management issues in addition to creating resources to help advisors navigate compliance requirements.
What you’ll do:
As a key contributor of the Schwab Advisor Services BCS organization, the Senior Manager will be responsible for developing the structure and content for new BCS programs, in addition to managing, enhancing and maintaining existing BCS programs. The Senior Manager in this role will communicate information about the programs he or she creates and manages to all levels of the Schwab Advisor Services organization. This includes presentations to executives as well as peers and members of associated teams, which requires strong communication skills.
More specifically, this role has responsibility for the content development and management of our Business start-up prospect consulting program, a key differentiator for Advisor Services, and a core part of our value proposition. In this position, the Senior Manager plays a critical role in helping Schwab maintain and advance our leadership role as the premier provider of business start-up expertise for wire house, independent broker dealer, and other advisors transitioning to the RIA channel. The Senior Manager in this role will conduct research and develop in-depth, original program content that helps enable our team of consultants to guide advisors in areas such as economic modeling and assessment of options, vision and strategic planning, marketing strategy, and vendor introductions.
Successful BCS team members are energized by the opportunity to work on varied projects and programs from year to year, are intellectually curious and passionate about learning new things, and able to perform research and develop content in a highly collaborative environment. The ideal candidate is comfortable with the iterative process that truly innovative programs require. Flexibility, creativity, efficiency, resourcefulness, and a positive attitude are highly valued on the team, as well as the ability to work with and influence individuals at all levels within the organization.
This role often partners with other functions within Advisor Services to successfully execute programs, and so the ability to work collaboratively with others is a must. Key business partners within and outside of BCS include the Business, Start-up, and Technology Consultants, Schwab Sales Team, Marketing, Compliance, Field Enablement, and Events.
What you have:
- Ability to translate complex and varied inputs including market data, client and executive insights, and broad industry research into compelling stories and actionable programs
- Strong written and verbal communication skills, including the ability to research, synthesize data, develop recommendations, influence partners and report on status
- A ‘can-do’, results-oriented approach to business, ability to deliver high-quality work, develop and manage a project plan
- A bias for action and the ability to overcome obstacles and successfully execute on multiple projects simultaneously
- The ability to understand dependencies and anticipate downstream consequences
- Very strong PowerPoint skills
- Strong analytical problem solving skills
- Proven ability to work in a fast paced, matrixed environment
- Experience serving the financial services industry (preferred); an understanding of practice management and consulting is desirable, but not required
- 7-10 years in a program management and/or content development role
- MBA preferred, but not required
What you’ll get:
- Comprehensive Compensation and Benefits package
- Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
- Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
- Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
- Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
- Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab.
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.
||English - spoken
|Current Licenses / Certifications:
|Relevant Work Experience:
||Marketing-6+ yrs, Financial Services-2-5 yrs
|Position Located In:
||AZ - Phoenix, CO - Lone Tree
Activation Date: Wednesday, November 15, 2017
Expiration Date: Tuesday, January 16, 2018