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Your OpportunitySchwab 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 7,500 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, education, and talent 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 prospects, 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, Business Start-up Consulting, Talent Resource Center, RIA Talent Advantage, RIA Intern Program, 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’re good atAs a key contributor of the Schwab Advisor Services BCE organization, the Senior Manager will be responsible for executing, maintaining, and overall management of multiple talent related programs. More specifically, this role is focused on the delivery and maintenance of our RIA Intern Program, Student Program at IMPACT, industry event coordination and general project management and administrative functions to help our existing advisors maximize their firm’s talent strategy and amplify our advocacy of the RIA industry with the next generation of talent.This role is focused on planning, executing, and driving our RIA Intern Program, which is designed to help prepare the next generation of talent for employment within the Registered Investment Advisory (RIA) industry. The Senior Manager in this role will serve as the BCE program lead responsible for providing project management support as well as managing meetings and communications with external and internal partners, developing program materials and intern curriculum, and coordinating program logistics.Additionally, this role is focused on planning and executing our Student Program at IMPACT. IMPACT is hosted by Schwab Advisor Services and is the largest conference of its kind within the RIA industry. Each year, the Student Program provides close to 100 students and faculty with opportunities to connect with independent advisors and other professionals within the industry. The Senior Manager will be responsible for coordinating student, faculty, and advisor participation in the Student Program at IMPACT, including designing and executing attendee experience, program materials, and logistics leading up to, during, and after the conference.Finally, this role will manage general administrative functions in support of other talent related efforts, including external industry sponsorships, event coordination, maintenance of various programmatic websites, and metrics reporting.Successful BCE team members are energized by the opportunity to work on varied projects and programs from year to year, are intellectually curious and passionate about learning new things, and able to perform and deliver in a highly collaborative environment. The ideal candidate is a self-starter, highly organized, detail oriented, and comfortable with switching between multiple programs and administrative responsibilities. Flexibility, creativity, efficiency, resourcefulness, and a positive attitude are highly valued on the team, as well as the ability to work with and influence individuals at all levels within the organization.This role often partners with other functions within and outside of Advisor Services to successfully execute programs, and so the ability to work collaboratively with others is a must. Key business partners include our Business and Technology Consultants, Schwab Sales Team, Human Resources, Training and Development, Marketing, Legal, Compliance, Field Enablement, and Events.What you have
Strong program manager with a bias for action and the ability to overcome obstacles and successfully manage deliverables across multiple work streams and projects across multiple programs simultaneously
Highly organized with strong attention to detail and the ability to understand dependencies and anticipate downstream consequences
Enthusiasm for creating and cultivating relationships with internal and external partners, driving collaborative interactions and influencing outcomes
Strong written and verbal communication skills, including the ability to create and convey clear, succinct, and client-focused guidelines and messages in support of delivering superior experience
A ‘can-do’, results-oriented approach to business, ability to deliver high-quality work, develop and manage a project plan
Very strong project management skills
Strong PowerPoint and Excel skills
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 and project management
Bachelor’s degree required
MBA preferred, but not required
Apply for this jobRefer a friendWhy Schwab?At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.Hear from employees:: a package designed to empower your health, wealth, career and life.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.Job Locations US-AZ-PhoenixRequisition ID 2020-63660Posted Date 5 hours ago (6/8/2020 4:56 PM)Category Marketing & CommunicationsPosition Type Full time
