Senior Manager – Transition Consulting – Advisor Services
| Company | Charles Schwab |
|---|---|
| Location | Westlake, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree or equivalent
- 7+ years of related experience in project management, sales, service or product marketing
- Strong project management skills that can lead a broad spectrum of activities, including but not limited to technology, operations, product management and training
- Excellent communication skills, including ability to communicate directly with clients and deliver difficult or challenging news
- Familiarity with activities required to transition advisor business and client assets from one platform to another
- Ability to handle and motivate resources outside of your own department to meet potentially intense deadlines
Responsibilities
- Overall coordination for all deals within assigned sales territories
- Act as main point-of-contact with new advisor clients during transition process
- Assess each client’s onboarding requirements and partner with the appropriate internal and external resources to implement successful transition
- Develop and lead customized project plans for deals
- Broad knowledge of the RIA industry and the needs of advisors in transition, including special product needs (e.g. alternative investments, credit solutions)
- Prioritize resources from numerous organizations, including product groups, marketing, legal, finance and service/operations to ensure appropriate support for the deals
- Partner with other team members to continually enhance the onboarding process and new client experience
Preferred Qualifications
- High degree of flexibility and comfort leading competing priorities
- Series 7 and 63 a plus