
Senior Manager, Field Enablement- Advisor Services
Welcome to Charles Schwab, a leading financial services company dedicated to helping people achieve their financial goals. We are currently seeking a dynamic and experienced Senior Manager to join our Advisor Services team as a Field Enablement leader. In this role, you will have the opportunity to shape and execute our training and enablement programs for our financial advisors, driving their success and helping them better serve our clients. We are looking for a motivated and strategic thinker with a passion for developing and coaching others. If you have a proven track record in field enablement and a deep understanding of the financial services industry, we would love to hear from you. Join us in our mission to empower advisors and make a positive impact on the lives of our clients.
- Develop and implement training and enablement programs for financial advisors within the Advisor Services team.
- Collaborate with team members to identify key areas for improvement and create targeted training initiatives.
- Create and maintain training materials, resources, and tools to support the ongoing development of financial advisors.
- Provide coaching and guidance to financial advisors to improve their skills and performance.
- Monitor and evaluate the effectiveness of training programs and make necessary adjustments to ensure continuous improvement.
- Stay updated on industry trends and best practices in order to incorporate them into training programs.
- Collaborate with cross-functional teams to ensure alignment and consistency in training and enablement efforts.
- Analyze data and metrics to measure the impact of training programs on advisor success and client satisfaction.
- Develop relationships with external partners and vendors to enhance training and enablement offerings.
- Act as a subject matter expert on financial services industry and related topics to support training and enablement initiatives.
- Serve as a mentor and role model for more junior team members and provide guidance for their professional development.
- Represent the Advisor Services team at conferences, events, and other industry gatherings to promote our services and network with potential partners.
- Maintain a high level of professionalism and adhere to company policies and procedures at all times.
- Continuously seek opportunities to improve and innovate our training and enablement programs.
- Contribute to a positive and collaborative team culture within the Advisor Services department and across the organization.
Bachelor's Degree In Business, Marketing, Or A Related Field.
Minimum Of 7-10 Years Of Experience In Field Enablement Or Sales Training, Preferably In The Financial Services Industry.
Proven Experience In Developing And Executing Successful Field Enablement Strategies And Programs.
Strong Leadership Skills With The Ability To Manage And Mentor A Team.
In-Depth Knowledge Of Financial Products And Services Offered By Charles Schwab, As Well As A Solid Understanding Of The Competitive Landscape.
Communication Skills
Project Management
Team Management
Business Development
Leadership
Relationship Building
Strategy development
Market analysis
Sales Enablement
Performance evaluation
Problem
Training And Coaching
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
collaboration
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Senior Manager, Field Enablement- Advisor Services in Westlake, TX, USA is $110,000-$135,000 per year. This range can vary depending on factors such as the size and revenue of the company, the individual's experience and qualifications, and the specific responsibilities and duties of the role. Bonuses and other incentives may also be included in the overall compensation package.
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Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

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