Charles Schwab

Senior Manager, AS ProDirect Growth Consulting Content Creation and Program Management

Charles Schwab • $100K — $130K *
Orlando, FL 32828In-Person
Business Services
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Ability to translate complex data into compelling, actionable programs.
  • Strong content creation, writing, and communication skills.
  • Proficient in research, synthesizing, and influencing partners.
  • Results-oriented mindset with a can-do attitude.
  • Detail-oriented with strong project management capabilities.
  • Ability to anticipate challenges and successfully manage multiple projects.
  • Expertise in creating high-impact content based on audience needs.
  • Strong analytical and problem-solving skills.
  • Experience in fast-paced, matrixed environments for 7-10 years.
  • Bachelor's degree required.

Responsibilities

  • Create and optimize consulting programs tailored for member firms.
  • Develop high-impact resources, including tools and guides.
  • Collaborate with Growth Consultants to drive firm success.
  • Engage actively with advisors to understand and support their needs.
  • Build scalable frameworks for program implementation.
  • Deliver innovative solutions in a collaborative environment.
  • Utilize feedback effectively to improve programs and resources.

Benefits

  • Opportunities for professional growth and development.
  • Collaborative team environment that values feedback and advocacy.
  • Potential for bonus or incentive opportunities.
Full Job Description
Your Opportunity

As a key contributor of the Schwab Advisor Services BCE organization, the Senior Manager, AS ProDirect Growth Consulting, is responsible for creating highly action-oriented consulting programs tailored for member firms while optimizing, enhancing, and maintaining existing ones. The role centers on building program frameworks and high-impact resources that bring them to life, including scalable tools, guides, worksheets, exercises and more. Together with our team of Growth Consultants, these programs and resources help propel member firms to new levels of growth and success on their path to becoming top performing firms.

BCE team members thrive on building connections, engaging with advisors, and delivering innovative solutions within a collaborative setting. They are driven by curiosity, a love of learning, and a desire to use their strengths to achieve significant outcomes.  The ideal candidate demonstrates adaptability within a dynamic, iterative workplace, values constructive feedback exchange, maintains a positive approach to professional collaboration, skillfully listens to and supports advisors’ needs, and is able to collaborate with and influence across multiple levels. 

What you have

Required qualifications:

  • The ability to translate complex and varied inputs including market data, client and executive insights, and broad industry research into compelling stories and actionable programs of the highest quality.
  • Very strong content creation, writing, and communication skills
  • The ability to research, synthesize data, develop recommendations, influence partners, and report on status.
  • A ‘can-do’, results-oriented approach to business.
  • A high degree of detail orientation and project management skills.
  • A bias for action and the ability to overcome obstacles and successfully execute on multiple projects simultaneously.
  • The ability to understand audience needs and create high-impact action-oriented content and resources based on those needs.
  • The ability to understand dependencies and anticipate downstream consequences.
  • Very strong PowerPoint skills.
  • Strong analytical problem-solving skills.
  • A proven ability to work in a fast paced, iterative, and matrixed environment.
  • A desire to be part of a team that celebrates and advocates for each other.
  • 7-10 years in a content creation and program management role.
  • Bachelor’s degree required

Preferred qualifications:

  • MBA Degree
  • Experience working in a marketing agency or similar environment, creating content, thought leadership, and client- and/or advisor-facing assets.
  • Experience in the financial services industry and understanding of practice management and consulting
  • Strong knowledge of the RIA and other advisor channels
  • Experience working with and leveraging Copilot and other AI tools

 

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

 

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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