Charles Schwab · 1 day ago
Sr. Manager, Growth Consultant- Advisor Services
Westlake, TX
Full-time
Hybrid
Senior Level
7+ years expCharles Schwab is a leading financial services firm, and they are seeking a Senior Manager for their Growth Consultant role within Advisor Services. This role focuses on delivering consulting and educational programs to help financial advisors manage and grow their businesses effectively.
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
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
Have a combination of 7+ years of experience in consulting or other client facing roles with a strong understanding of the independent advisory landscape
Have a business/finance degree and/or a clear understanding of business fundamentals (e.g., financial statements, business functions, organization structure)
Some travel up to 30%
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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2025-09-28
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