Director of Technology Consulting
Your Opportunity
Your opportunity
Director of Technology Consulting
You will be a member of the Schwab Advisor Services' Business Consulting and Education Team. The BCE team creates and delivers high-quality, industry-leading consulting and education programs that help advisors establish and 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 are implemented with new and existing advisors. These programs are delivered by a nationwide team of experienced consultants who work closely with advisors and the broader Schwab team to deliver a high-touch consulting experience that further differentiates our offering. With over 30 years of experience, we know there is no one-size-fits-all approach for serving independent financial advisors. Their needs are unique, and we offer individual guidance, support, and tools for advisors at every stage of their journey, from start-up through well-established firms.
Hundreds of large financial advisors from the wirehouse, independent broker dealer, and other channels decide to make the transition to independence by becoming an RIA and starting their own firms. While the move may be positively ambitious, it comes with a major challenge that these advisors have never experienced: starting and managing their own business. Your role is to help navigate the considerations of a successful firm setup with respect to the advisor technology tools and infrastructure needed to manage and run the front and back office, ensuring their firm is launched with a solid foundation that will enable them to grow, compete, and succeed long into the future.
What you’ll do:
You will help guide the prospect through the technology strategy, planning and design needed when establishing an RIA firm including full evaluation of the Schwab and third-party fintech solutions. You will share insights, ideas and best practices from the collective experience from the team and top performing firms.
As a key contributor of the BCE team, the Director of Technology Consulting (engineers) will contribute as a player and coach to the other Technology Consultants on the team who are responsible for actively driving and managing the technology evaluation stage of the sales process with prospective clients while serving as an advocate for the Schwab platform and integration program. Through this work, the Technology Consultant will partner with Schwab team members, so the ability to communicate effectively and work collaboratively is a must. Key business partners include other BCE Consultants and leadership team, AS Business Development (sales), Digital Product Management (integration solutions), Field Marketing, Advisor Conversion Services team members, and more.
Successful BCE team members are energized by the opportunity to build relationships and deliver customized consulting across the core phases of discovery, planning, and implementation in a highly collaborative environment. They are intellectually curious and passionate about learning new things and motivated to leverage their strengths to deliver meaningful results. The ideal candidate enjoys having fun at work, embraces the opportunity to share and receive feedback, thrives in a fast-paced iterative environment, and has strong verbal and written communication skills. Positivity, flexibility, transparency, and efficiency are valued on the team, as is the ability to work with and influence individuals at all levels of the organization.
What you have
- The ability to develop and lead a team of consultants, whose value add is a major reason why advisors considering a transition to independence decide to work with Schwab.
- A track record for building strong relationships with and collaborating with virtual teams.
- Experience establishing a strong working relationship and rapport with prospects.
- Outstanding presentation and strategic influencing skills.
- Experience with consulting and/or sales operating systems (ie Flawless Consulting, Miller Heiman, etc.) that support thorough discovery and understanding of a prospect’s needs and that leads to successful collaboration and launch of a new business/project.
- Have a strong understanding of the RIA technology landscape, how systems complement and interact together, including custodial platforms.
- Excellent communication skills with the ability to translate complex technical and strategic visions into specific and actionable work plans.
- Highly organized and able to successfully lead multiple projects at once.
- 7-10 years of financial services and/or business consulting experience.
- 2-4 years of people management experience.
- Experience working alongside sales professionals in a consultative team selling environment, or SME relationship preferred.
- Ability to build and maintain key industry contacts.
- General management background including familiarity with human resources policies related to management.
- Bachelor’s degree required as well as a clear understanding of business fundamentals and operations.
- Up to 30% travel as needed.
- Base Compensation: $103,500- $230,000. Your compensation may be different. Talk with your Talent Advisor to learn more. In addition to the salary range, this role is also eligible for bonus or other incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
What you are good at
What you have
- The ability to develop and lead a team of consultants, whose value add is a major reason why advisors considering a transition to independence decide to work with Schwab.
- A track record for building strong relationships with and collaborating with virtual teams.
- Experience establishing a strong working relationship and rapport with prospects.
- Outstanding presentation and strategic influencing skills.
- Experience with consulting and/or sales operating systems (ie Flawless Consulting, Miller Heiman, etc.) that support thorough discovery and understanding of a prospect’s needs and that leads to successful collaboration and launch of a new business/project.
- Have a strong understanding of the RIA technology landscape, how systems complement and interact together, including custodial platforms.
- Excellent communication skills with the ability to translate complex technical and strategic visions into specific and actionable work plans.
- Highly organized and able to successfully lead multiple projects at once.
- 7-10 years of financial services and/or business consulting experience.
- 2-4 years of people management experience.
- Experience working alongside sales professionals in a consultative team selling environment, or SME relationship preferred.
- Ability to build and maintain key industry contacts.
- General management background including familiarity with human resources policies related to management.
- Bachelor’s degree required as well as a clear understanding of business fundamentals and operations.
- Up to 30% travel as needed.
- Base Compensation: $103,500- $230,000. Your compensation may be different. Talk with your Talent Advisor to learn more. In addition to the salary range, this role is also eligible for bonus or other incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
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