Senior Manager, Field Enablement- Advisor Services

Your opportunity

Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and operational support to registered independent advisory firms (RIAs).  In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build and grow their businesses.  Advisor Services works with more than 15,000 independent investment advisory firms with ~$1.5 trillion under management.

What you’ll do:

The Senior Manager, Field Enablement is an individual contributor position, reporting to the Director of Field Enablement. This person is accountable for preparing the field to proactively add value in relationship through Schwab’s broad set of products and solutions by creating awareness, growing knowledge and improving capabilities to recognize and capitalize on needs and opportunities. Responsibilities include:

• Work with business partners and internal clients to design and deliver internal go-to-market communications and enablement strategies for new product rollouts or enhancements, and other major initiatives.
• With Sales leadership, evolve processes to ensure our Sales teams are maximizing every opportunity to serve clients with Schwab’s products and solutions.
• Partner across the business to develop and deliver valuable tools and resources.
• Ensure all field teams understand and have confidence in our strategy and the role they play in contributing to advisor and company success.

What you’re good at:

• Creating and executing thoughtful communication and enablement strategies with a focus on advancing knowledge, skills and behaviors that generate business results.
• Creating engaging enablement content that drives desired behaviors and outcomes.
• Defining success metrics and building systems in which to efficiently gather those insights.
• Managing complex projects requiring skills and abilities beyond communications or enablement.
• Working in a matrixed organization with numerous close partnerships and shared accountabilities, often in ambiguous environments.
• Influencing leaders to gain alignment and support, and drive action and accountability.
• Owning desired outcomes and proactively identifying new opportunities to achieve even greater results.
• Identifying opportunities for continuous improvement to drive efficiency and impact.
• Pushing the boundaries of what can be achieved through creativity, agility, adaptability, and ingenuity.

Essential Skills & Qualities:

• Knowledge and experience working with B2B Sales.
• A track record of success in designing and delivering high-impact communications and enablement strategies that get attention and drive outcomes.
• The ability to build relationships across team members, departments, and senior leaders.
• Experience running fast-paced projects and delivering quick results.
• Experience working in a matrixed organization with shared accountabilities.
• The ability to build relationships across team members, departments, and senior leaders.
• Being outcome-oriented with a knack for building and influencing strategies that drive desired results, not just activities.
• Demonstrating confidence, diplomacy, maturity, and business savvy to effectively facilitate dialogue and decision-making, bringing an informed point of view to the conversation when appropriate.
• The ability to synthesize and distill complex information.
• Keen attention to detail, ensuring quality and meeting deadlines while balancing and prioritizing complex projects and deliverables.
• Strong written and verbal communication skills.
• Learning agility and a passion for continuous improvement.
• Creativity in approaching modern and varied communication and enablement methods, including video, audio, visuals, etc.

The role is not available as fully remote. Must live within reasonable commuting distance from the following Charles Schwab campus locations:

• Westlake, TX
• Orlando, FL

What you have

Technical/Functional Qualifications:

• Bachelor’s Degree required.
• 5-7 years of experience designing and executing a variety of communication or enablement strategies.
• Experience designing and delivery communications and/or enablement strategies.
• Proficiency in designing visually appealing materials, using tools such as PowerPoint, Word, infographic software, etc. Experience using Adobe Premier Pro, Adobe Captivate, or Adobe Illustrator is preferred but not required.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.