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Charles Schwab

Senior Project Manager, Technology and Operations Consulting

San Francisco, CA

Salary Range: USD $95,000 - $170,000 / Year

Your Opportunity

Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and practice management services to independent registered investment advisors (RIAs). RIAs choose independence because they are determined to take charge of their future. They want the freedom to serve their clients without compromise and to control their destiny as business owners. And like them, Schwab believes in doing the right thing for investors - it's a basic shared value.

The AS Business Consulting & Education (BCE) team creates and delivers industry-leading programs that help advisors better manage their businesses, so they can achieve their goals, gain competitive advantage, and plan for the future. Its extensive offer includes the RIA Benchmarking Study, immersive multi-week 'Insight to Action' consulting programs, the Schwab Executive Leadership Program and more. BCE programs are developed by a skilled program team and delivered by a nationwide team of experienced consultants. They are designed to serve advisors and deepen valued relationships. The team's success is grounded in understanding the business issues firms face and creating highly relevant and scalable programs that convert insights into business-accelerating actions.

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What you are good at

As a key contributor to the Schwab Advisor Services BCE organization, the Senior Project Manager will be responsible for working closely with our Technology, Operations, and Cyber Consultants to provide hands-on project management throughout the implementation of in-depth consulting engagements delivered to our largest and most complex clients. These engagements are designed to measurably reduce rework rates and operational friction to strengthen how we work together and serve clients. Key focus areas include client onboarding, money movement, account maintenance, and API integrations. The Senior Project Manager will help organize and partner with internal Schwab teams and our RIA clients to track, lead, and implement key workstreams and initiatives, ensuring optimal outcomes are achieved.

What you have

  • 8+ years project management experience
  • 8+ years of experience within the financial services industry
  • High level of detail orientation and exceptionally strong project management skills
  • PMP, PMI-ACP, and Lean/Six Sigma experience and certifications a plus
  • Strong interpersonal skills and a shown ability to quickly build relationships and earn the trust of internal and external stakeholders
  • Ability to independently lead a portfolio of projects and workstreams and effectively collaborate with key internal partners (e.g., AS Service, Schwab Digital Experience and Adoption, Digital Services) with limited supervision
  • A 'can if' client-centric mindset, bias for action, and the ability to overcome ambiguity and obstacles to successfully achieve meaningful results
  • The ability to understand dependencies and anticipate downstream consequences
  • Strong facilitation, organization, and collaboration skills
  • Strong problem solving and analytical skills
  • Strong communication skills (both written and verbal)
  • A shown ability to work and navigate in a fast-paced, iterative, and matrixed environment
  • A desire to be part of a team that celebrates and advocates for each other
  • Strongly preferred: Exposure to and/or experience focused on client service, operations, and technology in RIA firms, broker-dealers, and/or related businesses
  • Preferred: Knowledge of Schwab's digital solutions
  • Preferred: Experience with practice management program content development and management
  • Bachelor's degree required; MBA preferred, but not required

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

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Client-provided location(s): San Francisco, CA, USA; Phoenix, AZ, USA; Orlando, FL, USA; Lone Tree, CO, USA; California, USA; Westlake, TX, USA
Job ID: CharlesSchwab-2023-91159
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

This job is no longer available.

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