Senior Manager, Field Enablement- Advisor Services

Pay range: USD $100,000.00 - $146,800.00 / Year

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and operational support to registered independent advisory firms (RIAs). In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build and grow their businesses. Advisor Services serves over 16,000 registered independent investment advisors who manage approximately $5 trillion in assets in client accounts.

As Senior Manager, Field Enablement, you will translate business strategy into clear, scalable enablement and internal communications that help field teams recognize client needs, confidently position solutions, and drive meaningful outcomes. This is a strategic individual contributor role that partners closely with leaders and cross-functional stakeholders to improve field readiness and adoption.

In this role, you will:

• Translate strategy into action by designing integrated go-to-market internal communications and enablement strategies for new product launches, enhancements, and key initiatives-driving field readiness and adoption.
• Increase field effectiveness by evolving processes, tools, and operating rhythms that help frontline professionals identify opportunities and serve clients using Schwab's full suite of solutions.
• Build scalable enablement (tools, resources, learning experiences) that strengthen capabilities and are usable in real client conversations.
• Create clarity and confidence by ensuring field audiences understand the strategy, their role, and how actions connect to advisor success and business results.
• Measure and optimize impact by defining success metrics, collecting insights/feedback, and iterating content and approaches based on performance outcomes.
• Operate as a trusted partner across Product, Marketing, Sales, Service, and other stakeholders to align priorities, reduce ambiguity, and deliver cohesive enablement experiences.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

• Orlando: 1958 Summit Park Dr, Orlando FL 32810
• Westlake: 3000 Schwab Way, Westlake, TX 76262

What you have

Required Qualifications:

• Demonstrated ability to design and deliver enablement and/or internal communication strategies that drive measurable adoption and field outcomes.
• Skill translating complex strategies into clear, practical, scalable tools and learning experiences for client-facing teams.
• Experience defining meaningful success metrics, gathering insights, and using feedback/performance data to improve enablement effectiveness.
• Proven ability to lead cross-functional initiatives in a matrixed environment, influencing stakeholders and driving alignment without formal authority.
• Strong written and verbal communication skills with attention to detail and the ability to prioritize and deliver in a fast-paced environment.
• Continuous improvement mindset-ability to simplify, scale, and improve programs while maintaining quality and relevance.

Preferred Qualifications:

• Experience supporting B2B sales or field organizations, including enabling consultative conversations and solution positioning.
• Background designing engaging, outcomes-focused content that supports behavior change (e.g., learning experiences, job aids, visuals, multimedia).
• Proficiency creating visually compelling materials in tools such as PowerPoint and Word; familiarity with infographic and multimedia tools.
• Experience with Adobe Premiere Pro, Adobe Captivate, or Adobe Illustrator.
• Bachelor's degree (or comparable experience aligning to the required skills above).

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 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