Senior Manager, Technology Consultant- Advisor Services

Your opportunity

Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and practice management services to independent registered investment advisors (RIAs). 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 Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage. Its extensive offer includes the RIA Benchmarking Study, immersive multi-week ‘Insight to Action’ consulting programs, the Schwab Executive Leadership Program and more. BCE programs are developed by a skilled program team and delivered by a nationwide team of experienced consultants. The team’s success is grounded in its deep expertise in core business issues firms face and its ability to create highly relevant and scalable programs that convert insights into actions that advisors can implement in their firms.

The primary responsibility of the Sr. Technology Consultant is to partner with the Advisor Services Sales organization to deliver quality consulting to our prospective registered investment advisor (RIA) clients. These consulting engagements are opportunities to guide our prospective RIA clients and manage through change that will allow them to manage their business and serve their clients better through more effective use of technology from Schwab and third parties. This will be accomplished by partnering with Business Development officers and consulting counterparts to identify advisor’s vision for the future, desired end-client and internal team experiences, and guiding the advisor through technology infrastructure design and providing tailored decision support.

*This role will provide support primarily across the Western half of the U.S. and span Pacific and Mountain time zones. Denver is the preferred location, with Westlake and Phoenix as alternate locations.*

What you’ll do:

As a key contributor of the BCE team, the Technology Consultant will be responsible for actively driving and managing the technology evaluation stage of the sales process with prospective clients while serving as an advocate for the Schwab platform and integration program. Through this work, the Technology Consultant will partner with Schwab team members, so the ability to communicate effectively and work collaboratively is a must. Key business partners include other BCE Consultants and leadership team, AS Business Development (sales), Digital Product Management (integration solutions), Field Marketing, and Advisor Conversion Services team members.

Successful BCE team members are energized by the opportunity to build relationships and deliver customized consulting from early and deep discovery, planning phase, to implementation in a highly collaborative environment. They are intellectually curious and passionate about learning new things and motivated to leverage their strengths to deliver meaningful results. The ideal candidate enjoys having fun at work, embraces the opportunity to share and receive feedback, thrives in a fast-paced iterative environment, and has strong verbal and written communication skills. Positivity, flexibility, transparency, 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

• Bachelor’s degree or equivalent
• 7+ years experience in business operations, technology consulting, or technology sales
• Up to 30% travel as needed
• A ‘can-do’ client-first approach to business
• Proven talent to deliver high-quality work in a fast paced, dynamic and collaborative environment
• Desire to be part of a team that celebrates and advocates for each other
• Intellectual curiosity and proven ability to listen, assess issues, analyze options, solve problems, and develop win/win solutions
• Strong communication skills, including written, verbal, and visual communication skills applied to virtual and in-person onscreen demonstrations, and presentation delivery with use of PowerPoint and other visual aids
• Ability to develop personalized plans, influence partners and external parties and deliver feedback
• Desire to continuously develop your skills and positive mindset
• A bias for action and the ability to overcome obstacles to successfully execute on multiple consultations or projects simultaneously
• Strong understanding the independent advisory and fintech landscape