Charles Schwab · 1 month ago
Senior Manager, FWA Program Management- Family Wealth Alliance
Westlake, TX
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expCharles Schwab is a prominent financial services company, and they are seeking a Senior Manager for the FWA Program Management within the Family Wealth Alliance. This role involves overseeing the FWA Alliance Forte and Catalyst programs, fostering relationships with service providers, and enhancing the value of services offered to multifamily wealth advisory firms and their clients.
Financial Services
Responsibilities
Follow up on service provider referrals from FWA member firms
Research and identify service providers and categories to include in Alliance Forte and/or FWA Catalyst programs
Effectively evaluate service providers based on criteria such as quality, reliability, cost, and service ensuring all service providers are appropriate for each program
Conduct regular reviews and assessments to ensure service providers meet performance standards in each program (Alliance Forte and FWA Catalyst)
Build and maintain strong relationships with service providers to ensure their continued commitment and responsiveness to clients referred through each program
Deepen two-way engagement with service providers to benefit their firm and the FWA community
Communicate regularly with service providers to ensure they are aware of client needs and program expectations
Develop and maintain expertise in various service provider categories relevant to member needs
Stay informed about industry trends and new service providers entering the market
Provide recommendations for new categories and service providers to enhance the program
Match clients with the most suitable service providers based on their specific requirements and preferences
Offer education about service provider categories and differentiation if needed to assist with recommendation
Collaborate with internal teams to design the structure and processes for each program
Develop and implement strategies to streamline service provider management and matching systems
Create and maintain documentation and guidelines for each program
Track and monitor service provider performance metrics, such as response times and connections made
Generate regular reports on effectiveness for each program
Identify areas for improvement and implement corrective actions as needed
Create and maintain a comprehensive database of service providers, including detailed information about their services, pricing, positioning, and contact details
Update the database regularly to reflect changes in offerings and performance
Ensure the database is easily accessible and user-friendly for internal teams and external members
Ensure all service providers comply with company policies, industry regulations, and legal agreement requirements
Conduct risk assessments and develop mitigation strategies for potential service provider-related issues
Maintain a record of compliance and risk management activities
Oversee the internal annual audit for both programs (Alliance Forte & FWA Catalyst)
Train internal teams on how to use the service provider database and follow program guidelines
Provide ongoing internal training and development opportunities to enhance education of various service providers and categories
Communicate with stakeholders, including senior management, to provide updates on both programs
Gather feedback from clients and internal teams to continuously improve the program
Present findings and recommendations in clear, concise, and actionable reports
Continuously seek ways to optimize the service provider management process
Implement new tools and techniques to enhance the program’s effectiveness
Stay proactive in identifying and addressing potential issues before they become problems
Work closely with cross-functional teams to ensure alignment and support
Participate in team meetings and provide insights and updates on service provider management activities
Foster a collaborative and supportive work environment
Perform other related duties and strategic projects as required to support the firm’s goals and objectives
Qualification
Required
8+ years of work experience in relevant position
Bachelor's degree (master's degree preferred)
Experience in project and relationship management
Strong decision-making skills
Strong interpersonal skills to build and maintain relationships
Natural relationship-builder with the ability to interact effectively with people at all levels, particularly C-suite executives
Friendly, kind, and empathetic with a strong client service orientation
Exhibit sound and accurate judgment; trustworthy, discreet, ethical, and respectful of the confidential aspects of the firm's business and clients
Detail-oriented with exceptional follow-through
Ability to manage time, prioritize, and multitask effectively
Take pride in completing tasks on time with quality and reliability
Identify and resolve issues promptly
Prompt, polite, professional, and effective communication via phone, email, and in person
Clear and concise communication with attention to detail, including accurate spelling and grammar
Professional poise in all interactions
Creative and self-directed problem solver
Take initiative and seek increased responsibilities and developmental growth opportunities
Patient and adaptable to evolving business needs; comfortable with frequent changes in routine and process
Proficient with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) on Windows OS
Comfortable learning new technical skills as needed, including videoconference and webinar software, CRM systems, and calendar platforms
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
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10001+ employees
H1B Sponsorship
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Funding
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Late StageLeadership Team
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