Charles Schwab · 1 month ago
Sr. Manager, Growth Consultant- Advisor Services
US-FL-Orlando
Full-time
Onsite
Senior Level
$115K/yr - $169K/yr
7+ years expCharles Schwab is seeking a Senior Manager, Growth Consultant for their Advisor Services team. This role involves guiding independent financial advisors through the process of establishing and growing their own firms, ensuring they have the necessary strategies and operational foundations for success.
Financial Services
Responsibilities
Quickly establish a strong working relationship with the clients where they respect your deep expertise, are inspired to act, motivated to grow their business, and trust that you are looking out for their best interests
Create a positive outcome through your consulting engagement so clients are better prepared for rapid growth
Develop strong internal relationships with your Schwab colleagues as collaboration and internal partnerships are critical to your success
Conduct discovery and listen well so you can help prospects/clients create a business that meets their needs, goals and dreams
Have bias for action and the ability to overcome obstacles to successfully execute on multiple consultations or projects simultaneously
Serve as an accountability partner to promote forward progress
Be a reason why prospects and clients decide to choose or stay with Schwab
Qualification
Required
7+ years of experience in consulting or other client facing roles with a strong understanding of the independent advisory landscape
A business/finance degree and/or a clear understanding of business fundamentals (e.g., financial statements, business functions, organization structure)
Ability to quickly establish a strong working relationship with clients
Ability to create a positive outcome through consulting engagement
Ability to develop strong internal relationships with Schwab colleagues
Ability to conduct discovery and listen well to help prospects/clients create a business that meets their needs, goals and dreams
Bias for action and the ability to overcome obstacles to successfully execute on multiple consultations or projects simultaneously
Ability to serve as an accountability partner to promote forward progress
Ability to be a reason why prospects and clients decide to choose or stay with Schwab
Some travel up to 30%
Must live within reasonable commuting distance from the following Charles Schwab campus locations: Westlake, TX or Orlando, FL
Benefits
Bonus or incentive opportunities
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
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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
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