Charles Schwab · 2 weeks ago
Sr Content and Program Manager- Advisor Services, Leadership & Program Development
Westlake, TX
Full-time
Hybrid
Senior Level
7+ years expCharles Schwab is a leading provider of custody, trading, technology, and practice management to registered investment advisors. The Senior Content and Program Manager will define, develop, and enhance consulting programs, manage program content, and coordinate key advisor experiences to ensure successful execution of the overall program.
Financial Services
Responsibilities
Defining, developing/creating, and enhancing consulting programs—including in-depth, action-oriented content, tools, and resources
Executing day-to-day responsibilities including, but not limited to managing program content, coordinating, delivering, and/or moderating key advisor BCE experiences (e.g., forums, events, cohorts, social) and working with BCE partners and leaders to ensure successful execution of the overall program
Qualification
Required
7-10 years of experience in program management and/or content development
Bachelor's degree
Ability to translate complex inputs (market data, client/executive insights, industry research) into compelling stories and actionable programs of the highest quality
Very strong content creation, written and verbal communication skills; ability to research, synthesize data, develop recommendations, influence partners, and report on status
A ‘can-do', results-oriented approach to business
High attention to detail and strong project management skills
Ability to manage multiple projects simultaneously and overcome obstacles
Exceptional skill in understanding audience needs and create high-impact, action-oriented content and resources based on those needs
Strength in understanding dependencies and anticipate downstream consequences
Very strong PowerPoint skills
Strong analytical problem-solving skills
Proven ability to work in a fast paced, iterative, and matrixed environment
Desire to be part of a team that celebrates and advocates for each other
Preferred
Experience with marketing agency asset/content creation and development
Experience serving the financial services industry, and/or an understanding of practice management and consulting
MBA preferred
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
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