Charles Schwab

Manager, Knowledge Systems & Governance Enablement- Advisor Services

Charles Schwab • $90K — $120K *
Orlando, FL 32828In-Person
Finance & Insurance
5 - 7 years of experience
Yesterday
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Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent experience
  • Experience in knowledge management, content operations, or workflow/process enablement
  • Accountability for the accuracy and clarity of knowledge
  • Hands-on experience with AI tools in operational settings
  • Strong judgment related to quality and governance
  • Ability to manage multiple workstreams and prioritize
  • Strong communication skills
  • Comfortable across various platforms and systems
  • Experience in regulated environments.

Responsibilities

  • Own the feedback collection and analysis process for knowledge improvements
  • Design and run intake and triage processes for knowledge updates
  • Ensure the knowledge is structured and ready for publishing
  • Monitor content health signals and drive necessary improvements
  • Support responsible use of AI tools ensuring accuracy and compliance
  • Maintain SOPs and documentation for feedback and content lifecycle management
  • Integrate actionable insights to enhance content quality over time.

Benefits

  • Opportunity to shape the future of Knowledge Management
  • Collaboration within a forward-looking team focused on AI integration
  • Engagement in a role that balances hands-on execution and strategic oversight
  • Working in a fast-paced, service-oriented environment
  • Participation in a domain critical to client services and operational excellence.
Full Job Description
Your Opportunity

Schwab Advisor Services is seeking an experienced and forward‑looking Manager, Knowledge Management to help evolve our Knowledge Management function from content delivery into a scalable, systems‑driven, AI‑enabled knowledge operation.

 

The Advisor Services Knowledge Management (ASKM) team enables client‑facing and field teams to serve clients faster and more effectively by ensuring high‑quality, accurate, and timely knowledge across multiple platforms. This role plays a critical part in ensuring knowledge remains clear, governed, and ready to scale as AI and automation become more deeply integrated into service delivery.

 

As Manager, Knowledge Management – Knowledge Systems & Governance Enablement, you will own the systems and workflows that turn feedback, support requests, and AI‑assisted tools into trusted, structured, and maintainable knowledge updates.

 

Ensures that knowledge scales safely—supporting people, AI, and automation without breaking trust, accuracy, or governance. It is foundational to ASKM’s evolution into a trusted intelligence and execution layer for Advisor Services, not just a content function.

 

In practical terms, you will:

  • Improve how knowledge changes flow into the team—so work is clearly scoped, prioritized, and ready for execution
  • Turn feedback and usage signals into actionable insights that improve content quality over time
  • Enable responsible use of AI to improve speed, consistency, and scale—without sacrificing accuracy or governance

Balances hands‑on execution with ownership of KM systems, structure, and controls, helping KM Operations team move faster with confidence.

 

Key Responsibilities

  • Feedback & Insight ManagementOwn how feedback is collected, analyzed, and translated into improvement actions across knowledge platforms. Use data and AI tools where helpful to identify trends, recurring issues, and risk signals.
  • Intake, Triage, & PrioritizationAssist in designing and running intake and triage processes for knowledge updates. Assess requests for scope, urgency, and risk—resolving low‑risk items directly and routing complex changes with the right governance and context.
  • Knowledge Structure & ReadinessEnsure knowledge is well‑structured, clearly documented, and ready for efficient publishing and reuse. Maintain simple standards that support consistency for both human use and AI‑assisted workflows.
  • Content Quality & Lifecycle OversightMonitor content health signals (repeat feedback, confusion, aging content) and drive clear decisions to improve, consolidate, or retire content—preventing known issues from lingering.
  • Responsible AI EnablementSupport consistent, responsible use of AI tools (such as drafting, summarization, and analysis), ensuring all outputs are reviewed, accurate, and aligned with governance requirements.
  • Process & Documentation OwnershipMaintain SOPs, playbooks, and job aids related to feedback handling, routine updates, AI‑assisted work, and content lifecycle management—keeping guidance current as tools evolve.
What you have

Required Qualifications

 

  • Bachelor’s degree or equivalent experience
  • Experience in knowledge management, content operations, information governance, or workflow/process enablement
  • Direct accountability for the accuracy, clarity, and ongoing maintenance of employee‑ or client‑facing knowledge
  • Hands‑on experience using AI or GenAI tools (e.g., Copilot or similar) within operational workflows
  • Strong judgment around quality, risk, escalation, and governance
  • Ability to manage multiple workstreams, prioritize effectively, and deliver outcomes
  • Strong written and verbal communication skills
  • Comfort working across multiple platforms, tools, and systems
  • Experience working in regulated or high‑accuracy environments

Preferred Qualifications

  • Experience helping teams adopt AI responsibly, including human‑in‑the‑loop practices
  • Experience designing or improving feedback, intake, or triage systems
  • Experience managing content lifecycle decisions (improve, consolidate, retire)
  • Comfort using data and metrics to track quality, efficiency, and improvement outcomes
  • Financial services or regulated‑domain experience
  • FINRA Series 7, 63, or 66 

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates
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