Sr. Manager, Executive Planning

Schwab Advisor Services Executive Planning Role

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. 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 that help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts. Schwab Advisor Services serves over 16,000 registered independent advisors (RIAs) who manage $5 trillion in assets at Schwab. The Executive Planning group reports to the Managing Director of Advisor Experience and Platform Solutions in Advisor Services and supports the Head of Schwab Advisor Services. The Executive Planning team assists in running the Advisor Services business with creation of executive presentations and communications, planning and content development for leadership meetings, and critical business initiatives, while working collaboratively with business partners to help Advisor Services achieve its goals. The Senior Manager will be responsible for supporting the Director with executive deliverables and daily business management for the Advisor Services Leadership team. Examples of key areas of responsibility include :

Executive communications :

• Develop an understanding of the business narrative and draft compelling presentations and talking points. Examples include, quarterly business reviews, investor relations business spotlights, notes for leader speaker engagements and key meetings, summaries of information for leaders to cascade or action from select senior leadership meetings / forums, support for various internal and external speaking engagements.
• Consider various stakeholder audiences including : the Charles Schwab Corporation's leaders, Board of Directors, shareholders, employees, and clients
• Partner with Communications team to help ensure messages are consistent across all platforms.

Strategic business support :

What you have :

2-4 years in a strategy, executive communications, project management, offer management, or other related role

Bachelor's degree

Expert ability to design and deliver polished, visually compelling, and strategically structured PowerPoint presentations for executive audiences, ensuring clarity, impact, and alignment with business objectives.

Intermediate proficiency with Excel

Strong written and verbal communication skills, including ability to synthesize data, develop recommendations, influence partners and report on status

Strong analytical and strategic thinking skills

Cross-functional project management and relationship building skills

Experience serving the financial services industry (preferred)

Financial advisor industry knowledge (preferred)

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What's in it for you : At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.