Sr Manager, Business Consulting and Education Team- Thought Leadership & Program Development

Charles Schwab; Lone Tree (CO); On-site; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab Advisor Services BCE team seeks a senior writer/consultant to lead thought leadership initiatives and develop scalable programs for independent advisory firms. You will craft in-depth whitepapers and content, shaping industry perspectives.

You will collaborate with BCE leadership to design go-to-market strategies, manage multiple projects, and translate diverse insights into compelling guidance for advisors, with a strong emphasis on quality and impact.

Qualifications

• 7-10 years of relevant experience.
• Capable of authoring whitepapers, articles and assets that convey BCE ideas clearly.
• Adapt tone to BCE voice and proven best practices.
• Synthesize diverse sources into actionable insights and thought leadership content.
• Conduct research and interviews to refine and solidify viewpoints with the BCE team.

Responsibilities

• Lead development and execution of thought leadership initiatives, establishing a leadership voice in the industry.
• Design scalable, repeatable programs and processes that ensure quality and cross-team alignment.
• Develop go-to-market strategies to reach advisors through webcasts, events and workshops.
• Collaborate with leadership and external partners to communicate BCE positions to the marketplace.
• Contribute to external media efforts with bylined articles and talking points.

Skills

Excellent writing

Thought leadership

Project management

Interviews

Collaboration

Attention to detail

Education

MBA

Job description

• Orlando: 1958 Summit Park Dr, Orlando FL 32810

Your opportunity

Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology and practice management to registered independent advisory firms (RIAs). It provides access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts. Schwab Advisor Services serves over 16,000 independent advisory firms and supports over $5 trillion in assets on its custody platform.

The Business Consulting and Education (BCE) team creates and delivers high-quality, industry-leading consulting and education programs that help advisors better manage their businesses in addition to helping them plan and prepare for the future. The key to the team’s success lies in its ability to create highly relevant and scalable programs that turn practice management insights into actionable plans that advisors can implement in their firms. These programs are delivered by a nationwide team of experienced consultants who work closely with advisors and their Schwab relationship managers to understand the firm’s challenges and areas of opportunity and then map a path forward.

Programs developed and managed by BCE include the annual Charles Schwab RIA Benchmarking Study, immersive multi-week ‘Insight to Action’ consulting programs, the Schwab Executive Leadership Program, Schwab Advisor University, The RIA Manager Advancement Program, and the RIA Intern Program. The BCE team also produces white papers on a range of practice management issues in addition to creating resources to help advisors navigate compliance requirements.

How You’ll Make An Impact

• Lead the development and execution of thought leadership initiatives, establishing and maintaining a leadership voice in the industry on practice management issues relevant to independent advisory firms.
• Design and implement scalable, repeatable programs and processes that ensure quality and alignment across teams, and business units.
• Develop and implement go-to-market strategies to reach advisors through webcasts, event presentations, interactive workshops, and consulting engagements.
• Collaborate with colleagues, leadership, and external partners to develop points of view and communicate the BCE position to the marketplace.
• Contribute to external media initiatives through bylined articles, leadership talking points, and public relations efforts.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

• Orlando: 1958 Summit Park Dr, Orlando FL 32810
• Westlake: 3000 Schwab Way, Westlake, TX 76262

What you have

• 7-10 years of relevant experience
• Highly skilled writer capable of authoring original whitepapers, articles, and other assets that effectively communicate BCE’s ideas and points of view, as well as best next steps, in a compelling manner.
• Ability to adopt different tones in writing, ensuring content is within the BCE voice and follows proven best practices.
• Demonstrated ability to gather, synthesize, and translate diverse information sources (client perspectives, executive insights, industry trends, subject matter experts, analytics) to develop actionable insights and actionable thought leadership content.
• Ability to conduct research and interviews to help develop a point of view that can be refined and solidified by working with the BCE team and senior leaders.
• Energized by collaboration and able to thrive in a highly iterative environment.
• A ‘can-do’, results-oriented approach to business, and able to deliver high-quality work.
• A high level of creativity, attention to detail, and is rigorous about quality of the content being produced.
• Strong project management skills with the ability to meet deadlines while managing multiple projects at a time.
• The ability to understand dependencies and anticipate downstream consequences.
• Proven ability to work in a fast paced, matrixed environment.
• Highly motivated, intellectually curious individual with a passion for learning and continuous improvement.

Preferred Competencies

• Experience serving the financial services industry; an understanding of wealth services for advisors, practice management and consulting is desirable
• MBA

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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance