Director, Enterprise Project and Program Office
Our 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. It provides access to sophisticated wealth-management services helping advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts. Schwab Advisor Services serves approximately 15,000 registered independent advisors that manage over $4 trillion in assets in over 9 million accounts at Schwab.
The Director, Enterprise Project and program office will be responsible for leading a team managing the project portfolio and driving the development and roll out of new offers to address the needs of our Enterprise RIA clients to support our strategic objectives. The Director will work with senior leaders to curate ideas for new offers and services. The Director will work closely with Advisor Services senior leaders and strategy team to finalize approved project portfolio. Under the Director, the team will partner with functional leaders within AS and across Schwab to lead holistic strategic design of offer components, manage the build of offers and development and execution of "go to market plans". The Director will lead a project to evolve our offer and coverage model for TAMPs and IBDs.
The role will require working cross-functionally with all levels within the AS enterprise and other Schwab organizations to ensure strategic and tactical input is provided in all phases of offer design from conception through rollout.
Key Outcomes:
Lead the Enterprise client project portfolio and centralize the projects into a single portfolio. Lead the team in prioritizing customizations and new offers to best meet advisor and business needs. Conduct gap analyses against current capabilities to identify opportunities for improvement and investment. Synthesize findings into a compelling vision for offer roadmap and presentation to aid facilitation of decision making among the AS leadership team and key business partners.Offer Planning and Decision Support. Develop a well-informed and trusted point of view to help facilitate design and go to market decisions with senior leaders. Work with partners to gather, prioritize and size investments and timing to inform overall project timeline. Appropriately escalate opportunities and challenges that materially impact projects with informed opinions on paths forward.Client Trends. Monitor and track trends in RIA usage current offer elements. Develop processes to identify emerging client needs and pain points to inform project portfolio for the team.Work closely with key functions including Sales, Service, Advisor and Field Experience, Digital, Marketing, Legal, Risk to provide transparency into strategic initiatives being driven by the team and to gather feedback on impact implications. Build fluency on new offer design considerations for key functions. Team Management. Manage the project portfolio and TAMP/IBD program for the team ensuring top priorities are appropriately resourced and team is being leveraged in a way to maximize impact to the business. What you haveRequired Experience:
10+ years of working in the RIA industry; 15+ years of program management, project management and/or strategic execution.Direct people management experience (3 or more direct reports) Strong business influence skills and able to shape, define and present a compelling vision and strategy for new offers including developing thoughtfully-written business cases, action plans and clear/regular communication to executive management on project status.Strong written and verbal communication skills, including ability to synthesize data, develop recommendations, influence partners and report on status. Strong proficiency in PowerPoint and constructing slide presentations for senior leadership.Very strong relationship skills; Highly client-oriented with demonstrated project and communications experience.Strong people management skills and experience leading and coaching a team of direct reports in addition to leading a team of cross-functional/enterprise partners on projectsPreferred Experience:
Project and Program management and leadership in Schwab Advisor ServicesSuccessfully execute on multiple initiatives at the same time, autonomously, quickly, despite challenges, and with a high sense of urgency and great attention to detail.A bias for action, highly organized, and proven ability to successfully execute on cross-functional and cross-company project management skills.A ‘can-do’, results and detail orientation approach to executing on projects.Ability to think strategically and creatively to anticipate potential project obstacles and determine ways to overcome challenges.Results oriented leader who takes the initiative and effectively distills strategy, analytics, and varied sets of input to drive to decisions and follow through to execution.Thrives on initiating, building and cultivating strong authentic relationships inside and outside the group; highly collaborative; navigates and activates alignment across organizational silos.Can work in both a strategic and executional capacity with ability to prioritize effectively and manage stakeholders in a fast-paced and matrixed environment.Strong knowledge of Microsoft suite of products including Excel, Word, and PowerPoint. Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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