Sr. Manager, Executive Leadership Program - Advisor Services

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Job ID:
20180124-492
Job Category:
Project/Program Management
Relevant Work Experience:
Project Management-6+ yrs, Project Management-2-5 yrs, Marketing-6+ yrs
Current Licenses / Certifications:
None
Position Located In:
AZ - Phoenix, CA - San Francisco, TX - Westlake
Education:
BA/BS
Job Type:
Full Time
Description:

San Francisco - CA, BRCAS2, 211 Main Street, 94105
Curtis A Crawford
20180124-492

 

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 7,000 independent advisory firms who custody approximately $1 trillion of assets with Schwab.

The Business Consulting and Education (BCE) team creates and delivers high-quality, industry-leading consulting and education 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 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 BCE 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 BCE 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 to the Schwab Advisor Services BCE organization, the Senior Manager will be responsible for the management of the Schwab Executive Leadership Program. This award-winning program of personal and professional growth is designed to prepare promising leaders to manage and grow RIA firms. Combining courses featuring academic curricula and faculty from some of the nation’s top graduate schools, live and virtual instruction, peer interaction and discussion, and one-on-one executive coaching, the Schwab Executive Leadership Program equips participants to transition more successfully from employee to entrepreneur. The program’s curriculum focuses on what it takes to successfully lead and operate a small business, including courses on leadership, innovation, talent management, marketing, and entrepreneurship. Content is delivered through in-person workshops and educational events, interactive guided online learning, live webcasts, and through one-on-one coaching meetings.

The Senior Manager will be responsible for managing and executing day-to-day tasks of the program, including but not limited to program admissions, advisor communications, learning platform management, vendor relationship management and event planning. The Senior Manager will partner closely with the ELP Program Director, supporting course management and rollout, addressing challenges and identifying opportunities to improve participant engagement and experience. The Senior Manager will also contribute to evolving the strategy, structure and content of the program - identifying and implementing improvements to the program over time so that we deliver on our goal of providing the highest quality programs to our clients. The individual in this role must be able to build and maintain excellent working relationships with cross-functional team members and influence business partners for mutual gain. Some business travel is required.

What you have:

The ideal candidate has high attention to detail, is client-focused, has strong and efficient project management skills, is a relationship builder, can influence individuals at all levels within the organization, communication savvy, has the ability to juggle multiple priorities, is creative, resourceful, and has a positive attitude.

  • Committed to ensuring an outstanding client experience at all times. Approaches work product “through the clients’ eyes” – managing and executing tasks efficiently and focusing on innovating around the best solution for the client.
  • Has a ‘can-do’, results-oriented approach to business with a proven ability to work in a fast paced, matrixed environment.
  • Excellent project management skills, producing significant output with minimal wasted effort. Plans, organizes, schedules, and executes in an efficient, productive manner - overcoming obstacles through creative, resourceful and innovate solutions.
  • Strong written and verbal communication skills with ability to shape messaging and content, navigate through challenging communications, and positively represent ELP with advisors and other internal and external partners.
  • Experience managing vendor and business partner relationships for high-visibility, client-facing programs.
  • 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:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • 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, Project Management-2-5 yrs, Marketing-6+ yrs
Position Located In: AZ - Phoenix, CA - San Francisco, TX - Westlake
Education: BA/BS
Job Type: Full Time

Category:Project/Program Management
Activation Date: Tuesday, February 6, 2018
Expiration Date: Saturday, February 24, 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.