Transition Training Manager

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.

Our Transition Training Managers provide tools to help our Advisors meet the needs of their clients and grow on our platform.  We put the growth and education of these Advisors at the center of everything we do.  Transition Managers have a deep expertise and understanding of the industry and this segment, which allows them to provide our clients with the tools and resources to be successful.

• Provide a seamless transition experience for advisors by focusing on platform training and operational proficiency
• Balance multiple support offers ranging from ‘training only’ to ‘full-service support’ depending on segmentation
• Work with leadership to provide additional enhancements, training materials, and resources to help our Advisors become self-sufficient
• Maintain a strong band of communication between internal business partners, including sales and leadership
• Demonstrate superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption and provide scale to the segment
• Facilitate advisor education and training that improves their ability to navigate Schwab systems and processes, reduces rework and improves overall efficiency
• Collaborate with all departments within Advisor Wealth Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment
• Be held accountable to achieving advisor training milestones, advisor tech adoption goals and first year client satisfaction

What you have

Required: 

• FINRA Series 7, 63
• In-depth knowledge of Advisor Wealth Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge

• Excellent relationship management skills including collaborating, influencing and facilitation. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet

• Attributes of an entrepreneurial self-starter and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative
• Willingness to pivot and constantly shift focus based on needs of new client pipelines and segment
• Superior communication, presentation, interpersonal and listening skills
• Passion for ideation, professionalism, positivity and strong work ethic with a high level of integrity and teamwork
• Initiative to create change through process improvements, training and streamlining functions
• Strong analytical and organizational skills.  Demonstrated ability to prioritize business needs and manage time effectively
• Advanced technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness. 
• Advanced knowledge of Microsoft Office Suite, Client Central, MyQ, Schwab Advisor Center and SalesForce

Preferred: 

• S9/10 licenses preferred
• Minimum of 2 years in Advisor Wealth Services preferred
• Flexibility to travel for client events on a limited basis (~5-10%)