Charles Schwab Director, Product Strategy and Integration - Advisor Services in Phoenix, Arizona


Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215

Curtis A Crawford


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology and practice management to registered independent advisory firms. It provides access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts. Schwab Advisor Services serves approximately 7,000 registered independent advisors that manage over $1 trillion in assets in over 2.5 million accounts at Schwab.

The Director of Advisor Services Product Development and Integration will be responsible for helping to shape the design, evolution and integration of new and existing products from across the firm for Advisor Services. This individual will help to develop the strategic roadmap for key investment products in partnership with product teams outside of Advisor Services. The role will lead the effort to articulate AS priorities for Products & Platforms across the firm and work to ensure products and platforms reflect AS priorities and client experience needs. The role will also require working cross-functionally within the AS enterprise to ensure that strategic and tactical input is provided in all phases of product design from conception through rollout.

The Director will work closely with the relevant product and project managers to assure that Advisor Services has an effective seat at the table throughout the process and will need to work closely with all internal and external written and oral communication channels by serving as a subject matter expert on ‘in flight’ initiatives. The Director will be responsible for managing cross functional teams and will need to work effectively across all levels of the organization. This role also entails developing and executing communications to support organizational priorities when interacting across the firm.

What you’ll do:

  • Partnership. Work closely with key functions outside of AS including Investor Services, Third Party Mutual Funds, ETFs, Fixed Income, Charles Schwab Investment Management, Schwab Wealth Management Advisory and Alternative Investments by participating in the ongoing flow of information and to anticipate potential need or competitive trends in the marketplace as it concerns available products. Follow-up on critical cross-organizational issues / needs, summarize key points and risks, and make recommendations to enable efficient decision making.

  • Product Planning and Decision Support. Develop a well-informed and trusted point of view to help facilitate the business and product investment planning processes within AS, including drafting summary documents for review with executives that help them understand and prioritize product and service opportunities. Help with resource allocation decisions.

  • Develop a strong working relationship with a cross section of people across the Sales Relationship Management organization to gain a nuanced sense of what our clients’ needs are across a broad spectrum of products and services.

  • Help to develop a proactive agenda with business partners across the firm for product-related initiatives, and drive the implementation of these initiatives.

  • Develop a strong working relationship with the Field Experience and AS Marketing team to help craft powerful and simple messaging on relevant integration topics that are ‘through the client’s eyes’.

  • Potentially work with vendors or third parties who may be partnering with Schwab to provide product development input or address integration.

What you have:

The ideal candidate will possess the following capabilities:

  • Highly client-oriented with demonstrated project and communications experience

  • Strong analytical problem solving skills and strategic thinking capabilities

  • Strong written and verbal communication skills, including ability to synthesize data, develop recommendations, influence partners and report on status

  • Cross-functional and cross-company project management skills

  • Proven ability to work in a fast paced and matrix environment

  • A ‘can-do’, results and detail orientation approach to executing on projects

  • Very strong relationship skills

  • 6-8 years in an execution oriented, product or project management related role

  • Management experience

  • Experience in the financial services industry is a plus

Critical Success Factors:

  • Ability to think strategically and creatively to anticipate potential project obstacles and determine ways to overcome challenges.

  • Strong communication and partnership skills to work effectively with colleagues in a fast-paced, results oriented culture

  • A bias for action, highly organized, and proven ability to successfully execute on multiple projects simultaneously

  • Results oriented leader who takes the initiative and effectively distills strategy, analytics, and varied sets of input to drive to decisions and follow through to execution.

  • Strong business influence skills and able to shape, define and present a complete and thorough picture of Schwab’s product and platform environment including developing thoughtfully-written action plans and clear/regular communication to executive management.

  • Thrives on initiating, building and cultivating strong authentic relationships inside and outside the group; highly collaborative; navigates and activates alignment across organizational silos.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-6+ yrs, Product Development-6+ yrs

Position Located In: AZ - Phoenix

Education: BA/BS

Job Type: Full Time

Category:Product Development

Activation Date: Tuesday, September 12, 2017

Expiration Date: Thursday, October 12, 2017

Apply Here