Charles Schwab
Senior Manager, Technology Consultant- Advisor Services
Charles Schwab, Lone Tree, Iowa, United States, 52755
Senior Manager, Technology Consultant- Advisor Services
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Senior Manager, Technology Consultant- Advisor Services
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Charles Schwab Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and practice management services to independent registered investment advisors (RIAs). 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 Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage. Its extensive offer includes the RIA Benchmarking Study, immersive multi-week “Insight to Action” consulting programs, the Schwab Executive Leadership Program and more. BCE programs are developed by a skilled program team and delivered by a nationwide team of experienced consultants. The team’s success is grounded in its deep expertise in core business issues firms face and its ability to create highly relevant and scalable programs that convert insights into actions that advisors can implement in their firms. The primary responsibility of the Sr. Technology Consultant is to partner with the Advisor Services Sales organization to deliver quality consulting to our prospective registered investment advisor (RIA) clients. These consulting engagements are opportunities to guide our prospective RIA clients and manage through change that will allow them to manage their business and serve their clients better through more effective use of technology from Schwab and third parties. This will be accomplished by partnering with Business Development officers and consulting counterparts to identify advisor’s vision for the future, desired end-client and internal team experiences, and guiding the advisor through technology infrastructure design and providing tailored decision support. The role will provide support primarily across the Western half of the U.S. and span Pacific and Mountain time zones. Denver is the preferred location, with Westlake and Phoenix as alternate locations. What You’ll Do As a key contributor of the BCE team, the Technology Consultant will be responsible for actively driving and managing the technology evaluation stage of the sales process with prospective clients while serving as an advocate for the Schwab platform and integration program. Partner with Schwab team members, including BCE Consultants and leadership, AS Business Development (sales), Digital Product Management (integration solutions), Field Marketing, and Advisor Conversion Services. Build relationships and deliver customized consulting from discovery through planning and implementation in a collaborative environment. What You Have Bachelor’s degree or equivalent 7+ years experience in business operations, technology consulting, or technology sales Up to 30% travel as needed A “can-do” client-first approach to business Proven ability to deliver high-quality work in a fast-paced, dynamic and collaborative environment Desire to be part of a team that celebrates and advocates for each other Intellectual curiosity and proven ability to listen, assess issues, analyze options, solve problems, and develop win/win solutions Strong communication skills, including written, verbal, and visual communication applied to virtual and in-person demonstrations, with use of PowerPoint and other visual aids Ability to develop personalized plans, influence partners and external parties, and deliver feedback Desire to continuously develop your skills and positive mindset Bias for action and ability to manage multiple consultations or projects simultaneously Strong understanding of the independent advisory and fintech landscape What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
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Join to apply for the
Senior Manager, Technology Consultant- Advisor Services
role at
Charles Schwab Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and practice management services to independent registered investment advisors (RIAs). 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 Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage. Its extensive offer includes the RIA Benchmarking Study, immersive multi-week “Insight to Action” consulting programs, the Schwab Executive Leadership Program and more. BCE programs are developed by a skilled program team and delivered by a nationwide team of experienced consultants. The team’s success is grounded in its deep expertise in core business issues firms face and its ability to create highly relevant and scalable programs that convert insights into actions that advisors can implement in their firms. The primary responsibility of the Sr. Technology Consultant is to partner with the Advisor Services Sales organization to deliver quality consulting to our prospective registered investment advisor (RIA) clients. These consulting engagements are opportunities to guide our prospective RIA clients and manage through change that will allow them to manage their business and serve their clients better through more effective use of technology from Schwab and third parties. This will be accomplished by partnering with Business Development officers and consulting counterparts to identify advisor’s vision for the future, desired end-client and internal team experiences, and guiding the advisor through technology infrastructure design and providing tailored decision support. The role will provide support primarily across the Western half of the U.S. and span Pacific and Mountain time zones. Denver is the preferred location, with Westlake and Phoenix as alternate locations. What You’ll Do As a key contributor of the BCE team, the Technology Consultant will be responsible for actively driving and managing the technology evaluation stage of the sales process with prospective clients while serving as an advocate for the Schwab platform and integration program. Partner with Schwab team members, including BCE Consultants and leadership, AS Business Development (sales), Digital Product Management (integration solutions), Field Marketing, and Advisor Conversion Services. Build relationships and deliver customized consulting from discovery through planning and implementation in a collaborative environment. What You Have Bachelor’s degree or equivalent 7+ years experience in business operations, technology consulting, or technology sales Up to 30% travel as needed A “can-do” client-first approach to business Proven ability to deliver high-quality work in a fast-paced, dynamic and collaborative environment Desire to be part of a team that celebrates and advocates for each other Intellectual curiosity and proven ability to listen, assess issues, analyze options, solve problems, and develop win/win solutions Strong communication skills, including written, verbal, and visual communication applied to virtual and in-person demonstrations, with use of PowerPoint and other visual aids Ability to develop personalized plans, influence partners and external parties, and deliver feedback Desire to continuously develop your skills and positive mindset Bias for action and ability to manage multiple consultations or projects simultaneously Strong understanding of the independent advisory and fintech landscape What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
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