Charles Schwab Hiring for Manager, Business Consulting & Education Program Coordination (Remote) at California Full Time

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.

The Business Consulting and Education (BCE) team creates and delivers high-quality, industry-leading consulting and education 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 build 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 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, SOLUTIONS® conferences, RIA Talent Advantage Scholarship Program, Advisor Services University Grant, Building and Inclusive Firm Culture Program, and the RIA Intern Program. 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 are good at

As a key contributor of the Schwab Advisor Services BCE organization, the qualified candidate will be responsible for managing the administration of the Advisor Services University Grant and RIA Talent Advantage Scholarship Programs. This involves but not limited to execution of agreements, leading the online application processes, assisting with scholarship reviews, and managing program metrics.

Successful programs require a team of people who work together cross-functionally on projects in a highly collaborative environment. Because we are trying to deliver innovative solutions, the candidate must be comfortable with a highly iterative process with many sources of input, working on multiple projects at any one time and be a great teammate. Additionally, the role may support other educational programs as needed.

This role often directs and partners with other group members and business partners. Key business partners include the Charles Schwab Foundation, Field Marketing, and AS Marketing. Developing strong relationships with these key business partners will be key to this role. A successful candidate will have a strong blend of program and project management, high attention to detail, high organizational skills, and a desire to learn.

What you have

The ideal candidate will possess the following capabilities:
Strong client focus and the ability to think in terms of client experience/perspective.

Self-motivated, with a well-developed ability to grasp assignments and lead from inception through to completion.

Superior project management, organizational, and planning skills with an ability to execute multiple priorities concurrently

Highly detail-oriented to ensure the quality of many internal and external partner communications and the overall partner experience

The ability to understand dependencies and anticipate downstream consequences

Strong written and verbal communication skills, including ability to research, synthesize data, develop recommendations, influence partners and report on status

Strong Microsoft Excel skills to support data analysis and management (e.g. macros, vlookups, etc.)

A ‘can-do’, results-oriented approach to business, deliver work on budget and on time and take the initiative to resolve issues as they come up

Proven ability to work in a fast paced and a matrix environment and coordinate the work of many other business partners

Team player with strong work ethic and excellent interpersonal skills to help foster relationships with business partners

Bachelor’s degree or equivalent and 5+ years of experience in a product or program management and development role

Experience working with colleges and universities is preferred but not required

Colorado Compensation

Target Total Compensation – 79,600-157,600

Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.