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.
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 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.
As a key contributor of the Schwab Advisor Services BCE organization, the qualified candidate will lead the team that conducts Schwab’s annual RIA Benchmarking study – the industry leading quantitative financial research for RIAs that custody with Schwab. This individual will lead the management of this very visible program which includes collection, review, handling, and analysis of large amounts of data. The Benchmarking team develops requirements, executes the study, and ensures the quality of the study web application, of the data that is collected, and of the results that are delivered to clients, internal stakeholders, and the media.
This Director role is responsible for setting the long-term program strategy and delivering a world-class experience for advisors participating in the RIA Benchmarking Study. To achieve this, the candidate will oversee the team of highly skilled analytical staff executing this program, with an emphasis on fostering engagement.
You will also be responsible for developing relationships with key internal partners; overseeing the vendor relationship; enhancing processes and procedures; developing insights and analysis to share with the industry and support BCE’s thought leadership; and creating thought leadership content. This individual–and the team they lead–will collaborate with a broad set of internal partners and leaders including Marketing, PR, Field Enablement, Data Analytics and Insights, Sales, Consultants, AS Leadership and others. This project is highly dependent on cross-functional partnerships, so the ability to inspire and influence colleagues, in addition to Benchmarking team members, is critical.
Successful BCE team members are energized by the opportunity to build relationships and develop innovative solutions 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 enjoys having fun at work and embraces the opportunity to share and receive feedback. Positivity, flexibility, transparency, and efficiency are valued on the team, as is the ability to work with and influence individuals at all levels of the organization. A successful candidate will have a strong blend of skills in leadership, program/product management, practice management, financial and data analysis, and technical business requirements.
What you have
Required
- 10+ years of relevant experience, with 3 years within financial services
- Program and project management leadership experience, with strong execution experience supporting complex projects, industry benchmarking experience preferred
- Ability to think critically and set strategic direction, including ability to identify initiatives and execute programs to meet strategic objectives
- A track record of developing strong relationships with colleagues and business leaders through relevance, trust, influence, and delivery
- Experience overseeing a high-visibility, technical program for end-clients
- Experience managing a significant relationship with a third-party vendor and executing all contract negotiations
- 3+ years of leading teams, with direct people leadership experience (team members report directly to you, you are responsible for performance appraisals, hiring etc.)
- Data analysis and reporting experience–solid understanding and ability to identify trends and oversee statistical and correlation analysis; ability to support the team in analyzing large amounts of data, combining multiple data cuts to identify key findings, and validating accuracy.
- Ability to develop meaningful and impactful insights based on the data to help support Advisor Services’ industry-leading position in the marketplace, incorporating strategic initiatives identified by AS leadership and industry trends
- Excellent written, verbal, and visual communication skills a must
- Experience creating key collateral based on the Benchmarking insights including white papers, in-person presentations, webcast content as well as presentations for the media, consultants, and sales
- Executive presence to engage with Advisor Services leadership to share key insights and prepare them for presentations, media interviews, and webcasts
- Strategic approach to PR and media presence based on the study results as well as rapid response to media inquiries, ensur
- ing responses support AS and BCE point of view
- High attention to detail and experience with rigorous quality control approaches with a focus on accuracy, and an eye for continuous improvement, with the goal of delivering error-free results and insights
- Advanced knowledge of Microsoft Excel for data analysis and strong knowledge of Word, PowerPoint, and Adobe PDF required
Preferred
- Bachelor’s degree in Business, Economics, Mathematics or related field, or equivalent combination of education and related work experience highly desirable
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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 our strong belief in 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
