Charles Schwab Strategy Integration Project Manager in Phoenix, Arizona


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

Larcelia Shells


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:

Advisor Services (AS) is the leading provider of custodial, trading, technology and practice management to Registered Independent Advisory (RIA) firms. We provide 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.

What you’ll do:

AS Strategy Integration we support Advisor Custody & Trading (ACT). The AS Group is responsible for client service delivery, trading and operational risk functions. We engage closely with AS Leadership and key business partners to develop and implement strategic initiatives to achieve the ACT vision that “every experience is consultative, personalized, and seamlessly executed”.

The Strategic Integration Project Manager role is an individual contributor level position and will:

  • Initial focus will be to support in the development and execution of plans that optimize the AS Real Estate and seating footprint as ACT grows and evolves, including facility planning at an all AS level.

  • Additional focus will be on seamlessly transitioning the ACT client experience into new geographic locations, segments, and teams.

  • Partner with ACT Service Leadership, providing context and actionable project plans enabling timely execution of priority initiatives taking place within broader vision in Advisor Custody & Trading (ACT).

  • Collaborate closely with internal business partners to address each project’s implementation needs around staffing, training, technology updates, facility plans, internal/external communications, plus any other miscellaneous requirements.

  • Responsible for all aspects of projects and provides a single point of contact for portions of those projects while pivoting to collaborate across a high performing multi-skilled primary team.

  • Take projects from original concept through completion as defined by integration of all aspects into the day to day application of the ACT Service Professional.

  • Develop detailed work plans, schedules, project estimates, resource plans, and status reports.

  • Conduct project meetings and responsible for project tracking and analysis.

  • Ensure adherence to quality standards and reviews project deliverables.

  • Understand of both the needs of RIA firms and how AS serves those needs to optimize the client experience in the midst of change.

  • The specific requirements of the integration project manager may vary some depending on the initiative.

What you have:

  • A can-do’ client first approach to business

  • Project Management lead with a strong desire to help enable application of the change.

  • Understanding of Six Sigma or other professional technical designation/certificates a plus.

  • Focus on cutting edge financial services especially with support of an independent advisor lens is highly desirable.

  • Demonstrate comfort with interpretation of quantitative analytics in addition to qualitative measures in a multi-channel contact center environment.

  • Self-motivated, results-oriented individual with ability to easily adapt role and responsibilities to meet changing business priorities.

  • Comfort with ambiguity.

  • Prior experience and understanding on how to navigate organizational change management successfully.

  • Strong collaborative and partnering capabilities; ability to direct and facilitate discussions to influence outcomes and build consensus across all levels of the organization.

  • Excellent time management and work prioritization skills; ability to manage multiple assignments concurrently.

  • Passionate about being “hands on” to help facilitate service teams’ assimilation of positive change(s) executing concurrently.

  • Strong consultative, interpersonal, presentation and communication skills, including the ability to develop recommendations, influence partners and present updates.

  • Strong business analysis skills to identify trends, opportunities, and challenges.

  • Can identify gaps or flaws in a current business process and work across a matrixes organization to drive changes and gain cross-team sponsorship.

  • Strong technical expertise including but not limited to Microsoft Office Suite Power Point, Word, Excel, Project, Visio and Outlook.

  • Strong analytical and problem-solving skills; ability to effectively assess the impact of specific proposals and operate at tactical levels.

  • Developmental goal of broader strategic skill growth aspiration is desirable.

  • Bachelor’s degree or equivalent required; post-graduate and/or certification a plus

  • Minimum of 3-5 years of work experience in successfully leading transformational projects.

What you demonstrate:

  • Building Collaborative Relationships: Provides assistance, information, and support to others, to build a basis for future reciprocity.

  • Results Orientation: Has a strong sense of urgency about solving problems and getting work done.

  • Persuasive Communication: Selects language and examples tailored to the level and experience of the audience.

  • Influencing others: Accurately anticipates the implications of events or decisions for various stakeholders in the organization and plans strategy accordingly.

  • Personal Accountability: Willingly accepts ownership for the leadership and effectiveness of the organization; looks for ways to make a difference.

  • Conceptual Thinking: Quickly identifies the central or underlying issues in a complex situation.

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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-2-5 yrs, Customer Service-2-5 yrs

Position Located In: AZ - Phoenix

Education: BA/BS

Job Type: Full Time

Category:Project/Program Management

Activation Date: Friday, June 8, 2018

Expiration Date: Saturday, June 30, 2018

Apply Here