Sr Content and Program Manager- Advisor Services, Leadership & Program Development jobs in United States
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Charles Schwab · 2 weeks ago

Sr Content and Program Manager- Advisor Services, Leadership & Program Development

positionUS-FL-Orlando
timeFull-time
remoteOnsite
senioritySenior Level
money$100K/yr - $167K/yr
date7+ years exp

Charles Schwab is a leading provider of custody, trading, technology, and practice management to registered investment advisors. The Senior Content and Program Manager will be responsible for strategic and tactical ownership in developing consulting programs and managing program content to enhance advisor experiences.

Financial Services
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H1B Sponsor Likelynote

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

Program managementContent developmentProject managementPowerPointAnalytical problem-solvingClient insightsWritten communicationVerbal communicationAttention to detailTeam collaboration

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

Company

Charles Schwab

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We have plans for every turn you take.
dateFounded in 1973
location
San Francisco, California, USA
people-size10001+ employees
web-link
https://www.schwab.com/

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 Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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