Managing Director, Advisor Onboarding Team

Company: Charles Schwab Corporation
Location: Phoenix
Posted on: September 16, 2020

Job Description:

Managing Director, Advisor Onboarding Team in Phoenix, Arizona | Careers at PHXPEAK - SCHWAB PEAK Skip Branding Skip to content Who We Are

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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 ( Equal Employment Opportunity 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.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC ), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

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Managing Director, Advisor Onboarding Team in Phoenix, Arizona | Careers at PHXPEAK - SCHWAB PEAK Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Welcome page Returning Candidate? Log in Managing Director, Advisor Onboarding Team Job Locations US-AZ-Phoenix | US-TX-Westlake | US-FL-Orlando Requisition ID 2020-64965 Posted Date 2 weeks ago (9/1/2020 2:04 PM) Category Sales & Relationship Management Position Type Full time Your Opportunity When it comes to independent advisors, we’re all in. Our history began almost 35 years ago with a small group of entrepreneurs who shared our belief that by putting the investor first we could create an alternative to business as usual. The independent model is the envy of the industry, and we have the opportunity to combine the best of the two firms to further the success of advisors of all sizes.

The Advisor Onboarding team will be an integral role to creating a world class client experience to incoming advisors as we bring two platforms together. This newly created team will provide conversion planning support and lead educational training to prepare advisors to be operationally ready on Conversion Day 1.

This position is for conversion support and will end after the completion of the integration over the next several years.

What you are good at As the Managing Director of the Advisor Onboarding Team , you will provide leadership to a team of managers who are responsible for building and inspiring a team to deliver a superb advisor experience through each phase of advisor onboarding while building a strong foundation for a long lasting relationship. This leader will have a heightened expertise and understanding of the advisor conversion experience, identify how advisors will be affected at each point of integration and look for opportunities for the team to delight advisors. Key responsibilities of this client-facing team includes:

Oversee the advisor onboarding planning activities for 8K firms using bulk and 1x1 processes, while creating an engaging and seamless experience

Lead a team of professionals that facilitate advisor training using 1x1 and 1x many channels to prepare advisors to be operationally ready on Conversion Day 1 and leverage Schwab’s digital capabilities to serve their clients

Manage projects and drive execution on pre-conversion advisor remediation and data collection activities and serve as an internal resource for Sales and Service for integration related inquiries

Be responsible for team’s that will onboard incoming firms who want to move accounts early to Schwab ahead of conversion for their new household growth

Anticipate potential risk issues and implement proactive solutions

Determine how to utilize resources to drive goals, business results, and strategy

You will pursue our mission and values by:

Recruit, coach, lead and inspire the leadership team who will be responsible for playing one of the most influenctial roles in integration

Create the connective tissue between the two businesses; act as a leader, consultant, facilitator, communicator, coach and bridge builder

Actively participate in the development of our strategy to create a unique and industry-leading advisor onboarding experience for incoming advisors

Effectively engage with partners across Advisor Services to advocate the value of the conversion experience and gain agreement on the best way to work together to achieve the right outcomes

What you have Ability to shepherd teams, advisors and internal partners through uncharted territory as we bring two organizations and platforms together

Attributes of an entrepreneurial self-starter, be able to lead and influence excellent client experience results with the ability to problem solve, interact with individuals at various levels, and think on your feet

Work collaboratively with organizations and leadership across the two organizations to improve the advisor experience and drive the business results

Lead managers in a virtual environment across multiple locations, develop team managers through coaching, career development mentoring and motivational techniques

In-depth knowledge of Schwab Advisor Services products, services, operational processes, and resources, as well as demonstrated brokerage RIA industry knowledge

Exercise excellent business judgement in determining methods, techniques, and approaches for obtaining results

Minimum of 3-5 years in leadership preferred; college degree or similar experience

FINRA Series 7, 63 and 9/10 required

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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.

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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. Application FAQs Software Powered by iCIMS

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Keywords: Charles Schwab Corporation, Phoenix , Managing Director, Advisor Onboarding Team, Other , Phoenix, Arizona