Senior Manager, AI Solutions & Applied Deployment

About the role

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). The Business Consulting & Education (BCE) team shapes practice management for advisors, helping them rethink how they work, serve clients, and build enduring businesses in an AI-enabled future.

This role sits at the intersection of AI-enabled practice management consulting and hands-on engagement with RIAs. As Senior Manager, AI Advanced Solutions & Applied Deployment, you will empower RIA firms to transform how they grow, serve clients, and advance their businesses by leveraging sophisticated AI solutions. You’ll move between content development and consultative work with advisors, guiding efforts from planning through implementation and activation.

Responsibilities

• Define and drive the real-world application of AI tools and complex solutions, ensuring strategies and tactics are actionable and impactful for advisors and clients.
• Engage directly with clients on complex generative and agentic AI strategies, including deep discovery, solution design, and implementation considerations.
• Evaluate, curate, and operationalize emerging AI capabilities, determining viable strategies, tools, and tactics for advisors and structuring them into repeatable, compliant solutions.
• Guide advisor-facing AI deployments from initial pilot phases through long-term integration, tailoring approaches to firm size, maturity, and operational structures.
• Design and evolve AI strategy programs that help RIA firms modernize growth, client service, and operational models over time.
• Develop advisor-ready content and frameworks—including tools and resources—that make AI understandable and actionable.
• Continuously scan the AI landscape to anticipate trends and translate innovation into differentiated advisor value.
• Serve as a trusted AI subject matter expert, advising internal teams and advisors on emerging trends, risks, and opportunities in applied AI.

Requirements

• BA or BS Degree.
• 7–10+ years of experience within the financial services industry, including direct engagement with advisors in RIA firms, broker-dealers, or related businesses.
• Hands-on experience designing, implementing, and optimizing complex AI solutions to address real-world business challenges and drive measurable outcomes.
• Experience with and knowledge of common RIA firm business needs and challenges spanning Business Management, Technology, and Operations.
• Outstanding analytical skills with the ability to think creatively about innovative business and technology solutions.
• Demonstrated expertise in AI concepts and architectures, including large language models (LLMs), system prompts, agentic AI, generative AI, and related technologies.
• Strong skills in content creation, both written and verbal communication, with the ability to develop high-impact, action-oriented tools and resources.
• Excellent communication skills, including the ability to translate complex technical concepts into relatable, actionable plans tailored for the audience.
• Exceptional consultative skills with the ability to listen, assess issues, analyze options, solve problems, influence outcomes, and develop win/win solutions.
• Innovation-driven curiosity and demonstrated experience staying on top of AI and industry trends, with the ability to articulate a point of view to internal and external audiences.
• Skilled at leading and collaborating with others, explaining complicated ideas simply, and making thoughtful decisions balancing innovation with impact, effort, risk, and reward.
• Very strong project management skills and a high degree of detail orientation.
• Intellectual curiosity, humility, and a growth mindset.

Preferred Qualifications

• MBA or MA in Computer Science or other field related to AI.
• Experience building complex agentic workflows using mainstream AI platforms and tools.
• Experience working directly with RIA firm leaders in a consultative capacity spanning business management, technology, and/or operations.
• Strong business influence and decision-driving skills.
• Proven credibility with peers and senior stakeholders.
• Self-starter with outstanding organizational skills, attention to detail, and follow-through.
• Comfort in a dynamic and fast-moving iterative work environment, with a positive attitude and strong work ethic.
• A strong track record of performance and impact.

Benefits

• 401(k) with company match and Employee Stock Purchase Plan.
• Paid time for vacation, volunteering, and a 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.