Sr Content and Program Manager- Advisor Services, Leadership & Program Development

Your opportunity

Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and practice management to registered investment advisors (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.  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 AS Business Consulting & Education (BCE) team creates and delivers industry-leading consulting, benchmarking, thought leadership, and education programs that help advisors achieve their goals and gain competitive advantage. Its extensive offer includes the RIA Benchmarking Study, immersive multi-week consulting programs, the Schwab Executive Leadership Program and more.  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 to understand the firm’s challenges and areas of opportunity, and then map a path forward.

What you’ll do:

As a key contributor of the Schwab Advisor Services BCE organization the Senior Manager is responsible for playing a hands-on strategic and tactical ownership role in (1) Defining, developing/creating, and enhancing consulting programs—including in-depth, action-oriented content, tools, and resources. (2)  Executing day-to-day responsibilities including, but not limited to managing program content, coordinating, delivering, and/or moderating key advisor BCE experiences (e.g., forums, events, cohorts, social) and working with BCE partners and leaders to ensure successful execution of the overall program.

Successful BCE team members are energized by the opportunity to build relationships and develop innovative content in a highly collaborative environment, intellectually curious and passionate about learning new things, and motivated to leverage their strengths to deliver meaningful results. The ideal candidate is comfortable in an iterative, fast-paced environment, enjoys having fun at work, and embraces the opportunity to share and receive feedback. Positivity, flexibility, transparency, self-leadership, and efficiency are valued on the team, as is the ability to work with and influence individuals at all levels of the organization.

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

The ideal candidate will possess the following capabilities:

Required Qualifications:

• 7-10 years of experience in program management and/or content development
• Bachelor’s degree
• Ability to translate complex inputs( market data, client/executive insights, industry research) into compelling stories and actionable programs of the highest quality
• Very strong content creation, written and verbal communication skills; ability to research, synthesize data, develop recommendations, influence partners, and report on status
• A ‘can-do’, results-oriented approach to business
• High attention to detail and strong project management skills
• Ability to manage multiple projects simultaneously and overcome obstacles
• Exceptional skill in understanding audience needs and create high-impact, action-oriented content and resources based on those needs
• Strength in understanding dependencies and anticipate downstream consequences
• Very strong PowerPoint skills
• Strong analytical problem-solving skills
• Proven ability to work in a fast paced, iterative, and matrixed environment
• Desire to be part of a team that celebrates and advocates for each other

Preferred Qualifications:

• Experience with marketing agency asset/content creation and development
• Experience serving the financial services industry, and/or an understanding of practice management and consulting
• MBA preferred