Full-Time

Manager – Conversion Consultant

Posted on 1/7/2025

Charles Schwab

Charles Schwab

Mid

Westlake, TX, USA

Category
Project Management
Strategy Development
Business Development
Business & Strategy
Required Skills
Salesforce
Excel/Numbers/Sheets

You match the following Charles Schwab's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Minimum of 3 years of experience in Advisor Services
  • Previous or current Charles Schwab experience
  • FINRA Series 7, 63/65 licenses (Series 9/10 preferred)
  • Advanced technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness
  • Advanced knowledge of Microsoft Outlook, Excel, PowerPoint, Client Central, Schwab Advisor Center and SalesForce
  • In-depth knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge
  • Must be flexible and have ability to travel up to 30% and available on holidays/weekends
  • Excellent relationship management skills including collaborating, influencing and facilitation
  • Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet
  • Attributes of an entrepreneurial self-starter and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative
  • Willingness to pivot and constantly shift focus based on needs of new client pipelines and segment
  • Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships
  • Superior communication, presentation, interpersonal and listening skills
  • Passion for ideation, professionalism, positivity and strong work ethic with a high level of integrity and teamwork
  • Initiative to create change through process improvements, training and streamlining functions
  • Strong analytical and organizational skills
  • Demonstrated ability to prioritize business needs and manage time effectively
  • Skill and experience in delivering professional presentations to both large and small groups
Responsibilities
  • Provide a seamless transition experience for advisors by focusing on platform training and operational proficiency
  • Work with leadership to provide additional enhancements, training materials, and resources to help our Advisors become digital advocates
  • Maintain a strong band of communication between internal business partners, including sales and leadership
  • Demonstrate superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption and provide scale to the segment
  • Facilitate advisor education and training that improves their ability to navigate Schwab systems and processes, reduces rework and improves overall efficiency
  • Collaborate with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment
  • Be held accountable to achieving advisor training milestones, advisor technology adoption goals and first year client satisfaction
Desired Qualifications
  • Series 9/10 preferred

Company Stage

N/A

Total Funding

N/A

Headquarters

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Founded

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INACTIVE