Responsibilities

• Drive and oversee the strategic direction of BCE thought leadership programs
• Conceptualize and create thought leadership pieces and education programs including authoring and producing white papers, byline articles, infographics, contributions to executive messaging and speaking opportunities, and digital/social media
• Research topics, develop a deep understanding of RIAs and the issues they face, develop a point of view, and refine the point of view with the BCE team and senior leaders
• Lead a high-performing team that creates and manages BCE’s thought leadership assets (webcasts, compliance reviews, event presentations, etc.)
• Collaborate with colleagues and senior leaders to refine the point of view and work with and influence individuals at all levels within the organization
• Partner with other functions within Advisor Services (Business and Technology Consultants, Schwab Sales Team, Marketing, Public Relations, Compliance, Field Enablement, Events) to execute programs
• Collaboration with external influencers, industry experts, agencies and key clients may also be required
• Develop robust programs bringing structure to complex topics that drive impactful change within RIA firms

Requirements

• 7-10 years of relevant experience
• A seasoned, mature leader with experience leading geographically diverse teams and supporting complex and varied projects
• Excellent leadership skills and a track record of building strong, effective, and engaged teams delivering high quality results
• Ability to build strong relationships with business leaders through relevance, trust, influence, and delivery
• Experience guiding and overseeing the strategic direction of robust thought leadership programs
• Highly skilled writer capable of authoring original reports, papers and articles that effectively communicate our ideas and point of view in a compelling manner
• Proven track record building content assets from scratch — establishing frameworks, curriculums, and is prolific in creating structure out of chaos in a way that drives meaningful results for advisors
• Demonstrated ability to gather, synthesize, and translate diverse information sources (client perspectives, executive insights, industry trends, subject matter experts, analytics) to develop actionable insights and thought leadership content
• Ability to conduct research and interviews to help develop a point of view that can be refined and solidified by working with the BCE team and senior leaders
• A high level of creativity, attention to detail, and project management
• Energized by collaboration and able to thrive in an iterative
• A ‘can-do’, results-oriented approach to business, ability to deliver high-quality work, develop and manage a project plan
• The ability to understand dependencies and anticipate downstream
• Proven ability to work in a fast paced, matrixed
• Experience serving the financial services industry (preferred); an understanding of practice management and consulting is desirable but not required
• Experience working at/with a creative agency is a plus
• 7-10 years of relevant experience
• MBA preferred but not required

Preferred

• Creative agency experience is a plus
• Understanding of practice management and consulting is desirable

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