Your Opportunity

Schwab 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 16,000 independent advisory firms and supports over $5 trillion in assets on its custody platform.

 

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 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 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, The RIA Manager Advancement 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.

 

As a key contributor to the Schwab Advisor Services BCE organization, this senior manager will be responsible for conceptualizing and creating practice management thought leadership content. The ideal candidate will be a prolific and talented long-form content creator who will help establish and maintain a leadership voice in the industry about practice management issues relevant to an advisory firm’s success. This senior manager will research topics, develop a deep understanding of RIAs and the issues they face, develop a point of view, collaborate with colleagues and senior leaders to refine the point of view, and will thrive in a highly iterative environment. This senior manager will help develop our thought leadership strategy, and will author and produce white papers, byline articles, digital articles, infographics, contributions to executive messaging and speaking opportunities, and digital/social media, etc.

 

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, and able to perform research and develop content in a highly collaborative environment. The ideal candidate is comfortable interacting with clients and conducting interviews, values the iterative process that truly innovative programs and impactful thought leadership content requires. This person can turn an idea and a blank piece of paper into a high-quality polished piece of thought leadership through the writing process of research, long form authorship, highly-iterative review process, and design and has a creative eye allowing them to envision the end product as they write. They are also innovative and are always looking for new ways to share our ideas and engage advisors. 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 Advisor Services to successfully execute programs, and so the ability to work collaboratively with others is a must. Key business partners include the Business and Technology Consultants, Schwab Sales Team, Marketing, Public Relations, Compliance, Field Enablement, and Events. Collaboration with external influencers, industry experts, agencies and key clients may also be required.

 

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 location.

• Orlando: 1958 Summit Park Dr, Orlando FL 32810
• Westlake: 3000 Schwab Way, Westlake, TX  76262

What you have

The ideal candidate will possess the following capabilities:

Required Qualifications:

• 7-10 years of relevant experience 
• Highly skilled writer capable of authoring original whitepapers, articles, and other assets that effectively communicate BCE’s ideas and points of view, as well as best next steps, in a compelling manner.
• Ability to adopt different tones in writing, ensuring content is within the BCE voice and follows proven best practices.
• Demonstrated ability to gather, synthesize, and translate diverse information sources (client perspectives, executive insights, industry trends, subject matter experts, analytics) to develop actionable insights and actionable thought leadership content.
• Ability to conduct research and interviews to help develop a point of view that can be refined and solidified by working with the BCE team and senior leaders.
• Energized by collaboration and able to thrive in a highly iterative environment.
• A ‘can-do’, results-oriented approach to business, and able to deliver high-quality work.
• A high level of creativity, attention to detail, and is rigorous about quality of the content being produced.
• Strong project management skills with the ability to meet deadlines while managing multiple projects at a time.
• The ability to understand dependencies and anticipate downstream consequences.
• Proven ability to work in a fast paced, matrixed environment.
• Highly motivated, intellectually curious individual with a passion for learning and continuous improvement.

Preferred Competencies:

• Experience serving the financial services industry; an understanding of wealth services for advisors, practice management and consulting is desirable 
• MBA

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