Charles Schwab

Sr Manager, Technology Consultant- Advisor Services

Charles Schwab$100K — $130K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Expertise in the RIA industry with experience in relevant technology platforms
  • Ability to recommend and execute tech solutions for optimal client experience
  • Strong project management skills for complex implementations
  • Exceptional communication skills to bridge technical and business concepts
  • 7+ years in tech consulting, operations, or sales in financial services
  • Bachelor’s degree or equivalent experience

Responsibilities

  • Collaborate with RIAs to develop a comprehensive technology strategy
  • Assess and evaluate current and desired technology stacks
  • Introduce and evaluate third-party tech providers for RIAs
  • Lead implementation of technology solutions ensuring smooth integration
  • Provide ongoing consulting and practice management resources post-launch

Benefits

  • Remote work with approximately 30% travel
  • Access to Schwab’s RIA EdCenter and benchmarking studies
  • Opportunity to work in a rapidly evolving industry
  • Be part of a collaborative team dedicated to enhancing RIA capabilities
  • Involvement in strategic consulting engagements with high-impact clients
Full Job Description
Your Opportunity

As a Senior Manager, Technology Consultant within Schwab Advisor Services, you will serve as a strategic partner to prospective and transitioning Registered Investment Advisors. Your primary responsibility is to guide RIAs through the process of envisioning, designing, and implementing technology strategies that support their ideal client and staff experience. You will leverage deep expertise in the RIA space, including direct experience with the technology ecosystem RIAs use, to deliver actionable, tailored consulting engagements.

 

Key Responsibilities

  • Strategy & Planning: Collaborate with RIAs to outline a comprehensive technology strategy and roadmap. Facilitate discovery sessions to clarify the firm’s vision, client experience goals, and operational needs. Use Schwab’s proven consulting methodology to create a custom Firm Design Blueprint that aligns technology with business objectives.
  • Technology Assessment: Assess the current and desired technology stack, including Schwab and third-party solutions. Evaluate how technology can enhance the client journey, streamline operations, and support scalable growth. Guide clients through the selection of core and elective technology providers, leveraging Schwab’s extensive integration network and industry benchmarking data.
  • Third-Party Provider Evaluation: Introduce and evaluate third-party technology providers specializing in the RIA space. Help clients compare solutions for CRM, portfolio management, trading, financial planning, and more. Provide best practices and insights from Schwab’s experience with thousands of RIA transitions.
  • Implementation Support: Lead and support the implementation of technology solutions, ensuring seamless integration with Schwab’s platform and third-party systems. Coordinate with Schwab’s Startup Consultants and Transition Consultants to manage data migration, staff training, and client onboarding.
  • Ongoing Guidance: Provide ongoing consulting and practice management resources post-launch, including access to Schwab’s RIA EdCenter and benchmarking studies. Help firms continuously optimize their technology ecosystem and adapt to evolving industry trends.

* This is a remote position with about 30% travel. Preference is given to those in Westlake or Orlando.

What you have

Required Qualifications

  • Demonstrated expertise in the RIA industry, including direct experience with the technology platforms, integrations, and third-party solutions commonly used by RIAs.
  • Proven ability to assess, recommend, and implement technology solutions that support the ideal client experience and operational efficiency.
  • Strong project management skills, with the ability to coordinate complex implementations and cross-functional teams.
  • Excellent communication and relationship-building skills, with the ability to translate technical concepts into actionable business strategies for clients.
  • 7+ years in business operations, technology consulting, or technology sales within the financial services or RIA sector.
  • Bachelor’s degree or equivalent work experience.

Preferred Competencies:

  • Advanced degree or certifications in technology or financial services preferred.
  • Experience guiding RIAs through the evaluation and selection of technology providers, with a focus on integration, scalability, and regulatory considerations.

In addition to the salary range, this role is also 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
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

Similar Jobs

More Jobs at Charles Schwab

More Business Services Jobs

Find similar Sr Manager, Technology Consultant- Advisor Services jobs: