Sr Manager, Practice Management

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Role Overview

Schwab Wealth Advisory (SWA), the firm’s premier wealth management offering, is seeking a collaborative and detail-oriented Sr. Manager, Practice Management to help ensure our advisory business runs with efficiency, balance, and client focus. Here, operational excellence meets client focus, helping us scale our premier wealth advisory offering while supporting advisors and clients in meaningful ways.

This role will focus on enrollment management, advisor capacity oversight, and engage with business leaders to ensure our advisors can sustainably deliver an exceptional client experience. The ideal candidate will thrive on problem solving, optimizing processes, and finding practical solutions that strengthen both client and advisor outcomes.

Key Responsibilities

• Actively monitor enrollment activity for Schwab Wealth Advisory through Salesforce and related tools.
• Partner closely with Regional Leaders to manage volumes based on capacity, backlog, and business priorities.
• Support client transitions to new advisors, balancing numerous factors to provide optimum assignment recommendations.
• Track and report on advisor capacity levels, surfacing risks and working with leadership to maintain balanced workloads.
• Build strong relationships with regional managers and advisor teams, ensuring trust and smooth communication
• Contribute to the continuous improvement of processes that support advisor practice management and client experience.

What you have

Required Qualifications

• Bachelor’s degree in Business Administration or related field.
• 5+ years of experience in Business Operations, Practice Management, Resource/Capacity Management, or a related function.
• Familiarity with Salesforce or similar CRM platforms.
• Strong interpersonal and relationship management skills, with the ability to navigate sensitive client/advisor situations.
• Expert analytical and problem-solving skills, with the ability to turn data into practical recommendations.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications

• Experience in financial services or wealth management.
• Proven success working cross-functionally with field leaders and advisors.
• Proactive mindset and ability to anticipate operational needs

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

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.