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.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
TMT MC Treasury Management Systems Senior Manager


Posted 5 days ago

VIEW JOBS 6/30/2020 12:00:00 AM 2020-09-28T00:00 A career in our Corporate Finance and Treasury practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our team helps our clients maximise their available liquidity position and manage financial risk, such as foreign exchange rates, interest rate changes, and commodity price fluctuations, as well as make decisions around funding the core business operations and making investments to increase the value of the organisation to the shareholders. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be an authentic and inclusive leader, at all grades/levels and in all lines of service. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: * Take action to ensure everyone has a voice, inviting opinion from all. * Establish the root causes of issues and tackle them, rather than just the symptoms. * Initiate open and honest coaching conversations at all levels. * Move easily between big picture thinking and managing relevant detail. * Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. * Develop specialised expertise in one or more areas. * Advise stakeholders on relevant technical issues for their business area. * Navigate the complexities of global teams and engagements. * Build trust with teams and stakeholders through open and honest conversation. * Uphold the firm's code of ethics and business conduct. * Job Requirements and Preferences: Basic Qualifications: * Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 8+ years of Client Facing Treasury Consulting or combination of Hybrid Treasury Consulting & Treasury Industry experience. Preferred Qualifications: Degree Preferred: Master Degree Preferred Fields of Study: Accounting, Business Administration/Management, Finance and ERP - Treasury Management Systems: Quantum, Kyriba, SAP Treasury, Reval, Trax, GTreasury or Integrity. Certification(s) Preferred: CPA, not required. Preferred Knowledge/Skills: Demonstrates some proven knowledge and success in advising global organizations on improving efficiency and effectiveness in Treasury Quantum, Kyriba, SAP Treasury, Reval, Trax, GTreasury or Integrity Finance transaction processing, close and consolidation, budgeting and forecasting, and internal and external reporting, which includes the following: * Process improvement in, industry knowledge, and applications of at least one of the following focus areas: shared service and outsourcing, finance transformation, performance management, financial systems optimization, (Treasury Management Systems; Quantum, Kyriba, SAP Treasury, Reval, Trax, GTreasury or Integrity). * Business intelligence and performance management software tools. Demonstrates proven extensive abilities and success with developing strategy; as well as leveraging PC applications including Microsoft Word, Excel, PowerPoint and Project to write, communicate, facilitate, and present cogently; to and/or for all levels of industry audiences, clients and internal staff and management, including development and delivery of business proposals, conferences and whitepapers. Demonstrated proven intimate levels of knowledge and success with identifying, obtaining and processing critical data (e.g. benchmarks) to challenge the status quo through innovative thought leadership in the application of standard industry practice solutions for high performing finance functions, including the following: * Internal and external reporting; * People and organization structures; * Performance management, budgeting and forecasting capabilities; * Cash flow optimization and the use of capital; and, * Maintenance and building of cost-effective controls Demonstrated proven extensive ability and success to contribute to the development of a business vision and manage implementation efforts with complex project management capabilities. Demonstrates proven extensive ability and/or success with identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Demonstrates proven extensive ability as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Travel Requirements; 70% to 80% Weekly Travel, when our clients reinstate on premise services. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Pwc Phoenix AZ

Senior Manager, Project Management, AS Sales Support

Charles Schwab Corporation