Manager, AS Wealth Services Experience

Your Opportunity

Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. We have built our business on serving the needs of RIAs and advancing an industry that helps them and their clients thrive. We understand their needs and work side by side providing the support they need to help them manage their firm and meet their goals. RIAs and their clients are at the center of everything we do.

Schwab Advisor Services has built out two teams, the UHNW offer and the WSAT team, as part of our focus on Wealth Management. The Manager is responsible for partnering across the organization to develop and execute offer delivery, field enablement, training, and onboarding for these two teams. This is a key strategic initiative within Advisor Services, with high visibility across executive leadership.

What you'll do

As a manager (individual contributor) you will: 

• Continue to build out the AS UHNW offer with teammates: Execute on a key AS strategic initiatives, translating the overall product vision and strategy into actionable plans and initiatives within your assigned area.
• Cross-Functional Project Execution:Partner with cross-functional teams to execute and bring the AS UHNW offer to life, delivering measurable results. Manage project timelines, resources, and dependencies, ensuring alignment with overall strategic goals.
• Communicate with Stakeholders:Communicate project updates and findings to stakeholders, influencing decisions within project scope. Prepare clear and concise presentations and reports that effectively convey complex information. This includes but is not limited to scheduling, coordinating, and managing recurring partnership meetings.
• Deeply Understand Client and Advisor Needs:Conduct thorough research and analysis to understand the needs, expectations, and pain points of clients and advisors in advice and wealth management and brainstorm ways to meet these needs.
• Build and Manage Strategic Partnerships:Cultivate strong relationships with business partners, stakeholders, executives, and client-facing representatives to drive collaboration and alignment. Help support partner teams and field enablement to be able to work alongside the two teams.
• Drive Education Strategy and Execution: Partner with internal and external teams to develop an onboarding plan for new hires (both AS UHNW and WSAT teams).

What you have

Required experience

• 5+ years of work experience, plus with two years working with AS Advisors
• Demonstrated ability to partner with leadership to drive cross-functional initiatives with significant business impact
• Proven ability to manage multiple projects simultaneously and meet deadlines with minimal supervision
• Resourceful, adaptable, and creative problem solver who thrives in dynamic environments and can navigate some ambiguity
• Ability to teach and adapt to onboarding classes, whether they are internal or external hires, and train them for their role in eight weeks
• Strong communication and presentation skills
• Strong relationship-building and stakeholder management skills with a proven ability to build and maintain strong relationships with key stakeholders
• Bachelor's degree or equivalent experience.

Preferred qualifications

• Series 7 and 63
• Focused on product management, product development, offer management, offer development, or product ownership