Senior Manager, Project Management, AS Sales Support

Charles Schwab Corporation Phoenix , AZ 85002

Posted 2 weeks ago

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 7,500 independent advisory firms who custody over $1.5 trillion of assets with Schwab.

The Field Experience team enables client-facing teams in Advisor Services Sales and Service to create more client value through strategic thought partnership and execution. Within the Field Experience team, the AS Sales Support team enables field sales to focus on winning, growing and retaining clients (RIAs) by providing superb strategic, analytical, programmatic and operational support that allows the business to grow and scale.

What you are good at

  • Lead multiple high profile projects and programs of varying size and scope that support the strategy of a complex sales organization. Examples of projects may include: sales process optimization, sales program implementation and technical projects to streamline sales administration and reporting.

  • Collaborate with senior leaders and business partners to successfully manage projects to help the sales organization win new RIA custody business, develop existing RIA client relationships, and handle day-to-day operations effectively and efficiently.

  • Successfully initiate, plan, design, execute, monitor, control and close projects.

  • Facilitate brainstorming sessions, perform gap analysis, conduct meetings, collect requirements, identify and evaluate risks, resolve issues, and drive tight timelines.

  • Develop business and technical project requirements.

  • Provide consistent and timely project / program reporting.

  • Maximize the value of the project deliverables.

  • Establish effective and timely cross-organizational communication materials and distribute through appropriate channels.

What you have

  • BA/BS degree or equivalent practical experience; MBA preferred.

  • Five or more years of project management experience, preferably in the financial services industry.

  • Experience supporting a B2B sales organization.

  • Track record of mobilizing and leading strategic projects and programs combined with executing tactical project-level activities.

  • Strong analytical skills.

  • Experience with planning, managing, and delivering medium (6-8 months) to large (8-12+ month) projects.

  • Advance experience with SalesForce and working with SalesForce administrators to execute on project requirements, oversee business testing for programs managed and create enablement programs.

  • Ability to influence and drive projects forward while working collaboratively with internal stakeholders.

  • Highly motivated, delivery oriented, organized approach with demonstrated leadership abilities.

  • Strong verbal and written communication and presentation skills with experience presenting to the executive level.

  • Ability to prioritize and work well in an environment with competing demands, while being able to flex with changing business needs.

  • Strong proficiency with MS Word, MS Excel, MS PowerPoint and basic project planning tools.

Why Schwab?

At Schwab, "Own Your Tomorrow" embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We're a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees: What's it like to work at Schwab!

The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment 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 policy.)

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

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Senior Manager, Project Management, AS Sales Support

Charles Schwab Corporation