Sr. Manager, Acquisition and New Client Experience Programs - Advisor Services

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Job ID:
20171215-6305
Job Category:
Project/Program Management
Relevant Work Experience:
Project Management-6+ yrs, Financial Services-6+ yrs, Marketing-6+ yrs, Education/Training-6+ yrs, Financial Services-2-5 yrs, Communications-6+ yrs
Current Licenses / Certifications:
None
Position Located In:
AZ - Phoenix, FL - Orlando, CO - Lone Tree
Education:
BA/BS
Job Type:
Full Time
Description:

Phoenix - AZ, PHX4750A, 4750 E Francisco, 85044-5359
Curtis A Crawford
20171215-6305

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.

Our Opportunity:

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 7,500 independent advisory firms who custody over $1 trillion of assets with Schwab.

The Field Experience team supports Advisor Services Sales and Service. Together, we shift the performance curve through strategic thought partnership, innovation, execution and enabling the business to capture more value. Within the Field Experience team, the Acquisition and New Client Experience team focuses on the client journey from pre-transition, through the client’s first year on Schwab’s platform. A key responsibility of the Acquisition and New Client Experience team is to develop the strategy, training content and integrate the resources and teams who support an advisor during their first year. By creating a high-touch first year experience, we increase client platform adoption, loyalty, growth and future referral opportunities.

What you’ll do:

As a key contributor of the Acquisition and New Client experience team, the Senior Manager will manage a large scale project with multiple and complex work streams for modernizing an adult learning program and improving a new advisor’s first year journey.  This individual will be responsible for building compelling business cases, developing innovative recommendations, tracking performance metrics and effectively influencing across the organization. As the strategy moves forward, this individual will be responsible for creating new training content using adult learning methods for on-demand content and guided training.

Successful team members must possess creativity, strong problem solving skills and be effective at developing compelling written communication.  Additionally, they should demonstrate the ability to provide clear direction to project team members and understand how to pivot changing priorities. Furthermore, they should be experts at communicating and influencing information about the projects he or she manages to all levels of the Schwab Advisor Services organization.

What you have:

  • A ‘can-do’ client-first approach to business
  • Familiarity with adult learning methods
  • Proven talent to deliver high-quality work in a fast paced, dynamic environment
  • Desire to be part of a team that celebrates and advocates for each other
  • Strong written, verbal and visual communication skills, including the ability to develop recommendations, influence partners and present updates
  • Ability to translate complex and varied inputs including market data, client and executive insights, and broad industry research into compelling stories and actionable programs
  • Desire to continuously develop your skills
  • A bias for action and the ability to overcome obstacles and successfully execute on multiple projects simultaneously
  • Ability to develop and manage a project plan
  • An understanding of dependencies and ability to anticipate ripple effects
  • Strong PowerPoint skills
  • Strong analytical problem solving skills
  • Experience serving the financial services industry is preferred
  • Minimum of 5 years in a program management and/or content development role is preferred

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.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Project Management-6+ yrs, Financial Services-6+ yrs, Marketing-6+ yrs, Education/Training-6+ yrs, Financial Services-2-5 yrs, Communications-6+ yrs
Position Located In: AZ - Phoenix, FL - Orlando, CO - Lone Tree
Education: BA/BS
Job Type: Full Time

Category:Project/Program Management
Activation Date: Friday, January 5, 2018
Expiration Date: Saturday, February 3, 2018
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

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.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.