Description

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 locations.

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 16,000 independent advisory firms who custody approximately $5 trillion of assets with Schwab. RIAs choose independence because they are determined to take charge of their future. They want the freedom to serve their clients without compromise and to control their destiny as business owners. And like them, Schwab believes in doing the right thing for investors - it's a basic shared value.

The AS Business Consulting & Education (BCE) team creates and delivers industry-leading consulting, benchmarking, thought leadership, and education programs that help advisors achieve their goals and gain competitive advantage. Its extensive offer includes the RIA Benchmarking Study, immersive multi-week consulting programs, the Schwab Executive Leadership Program and more. 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 advisors to understand the firm's challenges and areas of opportunity, and then map a path forward.

As a key contributor to the BCE team, the Senior Manager will be responsible for leading strategic projects that help the team run effectively. These projects will include supporting business planning, crafting communications to and for Schwab executive leadership, designing high-quality internal and external presentations, managing multiple team-specific programs, and more.

Successful BCE team members are energized by the opportunity to build relationships and develop innovative content in a highly collaborative environment, intellectually curious and passionate about learning new things, and motivated to leverage their strengths to deliver meaningful results. The ideal candidate is comfortable in an iterative, fast-paced environment, enjoys having fun at work, and embraces the opportunity to share and receive feedback. Positivity, flexibility, transparency, self-leadership, and efficiency are valued on the team, as is the ability to work with and influence individuals at all levels of the organization.

What you have

Required Qualifications:

• A 'can-do' client-first approach to business
• Desire to be part of a team that celebrates and advocates for each other
• Desire to continuously develop your skills
• High attention to detail
• Strong written, verbal and visual communication skills, including the ability to develop recommendations, influence partners and present updates
• Ability to translate complex topics into compelling stories and actionable insights
• A bias for action and the ability to overcome obstacles and successfully execute on multiple projects simultaneously
• Ability to develop and manage a project plan
• Experience crafting executive presentations for internal and external audiences that articulate our vision, strategy, and progress
• Ability to weigh multiple perspectives, gain consensus, and influence key stakeholders
• Commitment to personal accountability, strong working relationships, and trust-building
• Ability to share feedback and develop and share a point of view and create alignment across all levels of the enterprise
• Exceptional organization, executive presence, and demonstrated oral, written, and visual communication skills
• Resourcefulness and adaptability
• Creative problem solving and ability to thrive in a dynamic and fast-moving environment, solve issues as they arrive, and drive progress in the face of ambiguity
• An understanding of dependencies and ability to anticipate ripple effects
• Strong PowerPoint skills
• Bachelor's degree
• Minimum of 5 years in a communications, strategy or project management role

Preferred Qualifications:

• Experience in the financial services industry and understanding of practice management and consulting.
• Strong knowledge of the RIA and other advisor channels.
• Proven talent to deliver high-quality work in a fast paced, dynamic environment
• Experience working in SharePoint
• Experience working with Copilot and other AI tools

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



Requisition #: 2026-121079

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Requirements

2026-121079