Director – RIA Benchmarking Study Program

Director – RIA Benchmarking Study Program

Requirements

• 10+ years of relevant experience, with 3 years within financial services
• Program and project management leadership experience, with strong execution experience supporting complex projects, industry benchmarking experience preferred
• Ability to think critically and set strategic direction, including ability to identify initiatives and execute programs to meet strategic objectives
• A track record of developing strong relationships with colleagues and business leaders through relevance, trust, influence, and delivery
• Experience overseeing a high-visibility, technical program for end-clients
• Experience managing a significant relationship with a third-party vendor and executing all contract negotiations
• 3+ years of leading teams, with direct people leadership experience (team members report directly to you, you are responsible for performance appraisals, hiring etc.)
• Data analysis and reporting experience–solid understanding and ability to identify trends and oversee statistical and correlation analysis; ability to support the team in analyzing large amounts of data, combining multiple data cuts to identify key findings, and validating accuracy.
• Ability to develop meaningful and impactful insights based on the data to help support Advisor Services’ industry-leading position in the marketplace, incorporating strategic initiatives identified by AS leadership and industry trends
• Excellent written, verbal, and visual communication skills a must
• Experience creating key collateral based on the Benchmarking insights including white papers, in-person presentations, webcast content as well as presentations for the media, consultants, and sales
• Executive presence to engage with Advisor Services leadership to share key insights and prepare them for presentations, media interviews, and webcasts
• Strategic approach to PR and media presence based on the study results as well as rapid response to media inquiries, ensuring responses support AS and BCE point of view
• High attention to detail and experience with rigorous quality control approaches with a focus on accuracy, and an eye for continuous improvement, with the goal of delivering error-free results and insights
• Advanced knowledge of Microsoft Excel for data analysis and strong knowledge of Word, PowerPoint, and Adobe PDF required

Responsibilities

• Lead the team that conducts Schwab’s annual RIA Benchmarking study
• Manage the program which includes collection, review, handling, and analysis of large amounts of data
• Oversee the team of highly skilled analytical staff executing this program, with an emphasis on fostering engagement
• Develop relationships with key internal partners
• Oversee the vendor relationship
• Enhance processes and procedures
• Develop insights and analysis to share with the industry and support BCE’s thought leadership
• Create thought leadership content
• Collaborate with a broad set of internal partners and leaders including Marketing, PR, Field Enablement, Data Analytics and Insights, Sales, Consultants, AS Leadership and others

Preferred Qualifications

• Bachelor’s degree in Business, Economics, Mathematics or related field, or equivalent combination of education and related work experience highly desirable