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Sr. Manager, Content Strategy and Creation - Enterprise RIA Consulting

Company: The Charles Schwab Corporation
Location: Phoenix
Posted on: January 16, 2022

Job Description:

Your OpportunitySchwab 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. - What you are good atAs a key contributor of the Schwab Advisor Services BCE organization, the Senior Manager will be responsible for developing the structure and content for new BCE programs in addition to managing, enhancing, and maintaining existing BCE programs. This role is primarily focused on (1) playing a leadership role in creating new consulting programs-including developing program frameworks and content resources such as workshop presentations, prework materials, program guides, white papers, exercises, advisor guides, and consultant materials (2) playing a leadership role in the development and execution of enhancements to existing programs and program materialsMore specifically, the Senior Manager will focus on creating content and scalable resources that help address the unique technology, operations, and business management needs of our most complex segment of clients. The action-oriented materials the individual in this role produces will help lead to outcomes of measurably improved efficiency, effectiveness, and long-term success for advisory firms.The Senior Manager in this role will conduct research; develop original in-depth, highly actionable content for new and existing programs; partner with a broad range of Schwab team members; and communicate information about the programs he or she creates and manages to various levels of the Schwab Advisor Services organization. This role requires collaborating with and presenting to product owners, subject matter experts, marketing partners, peers, sales and service teams, and executives; strong communication skills are essential. Successful BCE team members are energized by the opportunity to build relationships and develop innovative content in a highly collaborative environment, intellectually curious and passionate about learning new things, and motivated to leverage their strengths to deliver meaningful results. The ideal candidate is comfortable in an iterative, fast-paced environment, enjoys having fun at work, and embraces the opportunity to share and receive feedback. Positivity, flexibility, transparency, self-leadership, and efficiency are valued on the team, as is the ability to work with and influence individuals at all levels of the organization. What you haveThe 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 qualityVery strong written and verbal communication skills, including long and/or short form writing, as well as the ability to research, synthesize data, develop recommendations, influence partners, and report on statusA 'can-do', results-oriented approach to businessA high degree of detail orientation and strong 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 generate a strategic education plan based on those needs The ability to understand dependencies and anticipate downstream consequencesVery strong PowerPoint skillsStrong analytical problem-solving skillsA proven ability to work in a fast paced, iterative, and matrixed environmentA desire to be part of a team that celebrates and advocates for each other7-10 years in a program management and/or content development rolePreferred but not required: Marketing agency asset/content development experiencePreferred but not required: Experience serving the financial services industry, an understanding of practice management and consultingBachelor's degree required; MBA preferred, but not requiredColorado Compensation Target Total Compensation - 92,200 - 145,800Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more.White papers Long form or long-form Short form or short-form Financial services marketing Wealth management marketing Practice management Registered Investment Advisor's -Writing AgencyJob SummaryRequisition ID: 2021-72557Posted Date: 3 months ago(10/21/2021 2:53 PM)Category: Product & Project ManagementCO Salary Range: 92,200 - 145,800Position Type: Full time

Keywords: The Charles Schwab Corporation, Phoenix , Sr. Manager, Content Strategy and Creation - Enterprise RIA Consulting, Professions , Phoenix, Arizona

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