Sr Manager, Technology Consultant- Advisor Services

Key Responsibilities

• Collaborate with RIAs to outline a comprehensive technology strategy and roadmap.
• Facilitate discovery sessions to clarify the firm’s vision, client experience goals, and operational needs.
• Use Schwab’s proven consulting methodology to create a custom Firm Design Blueprint that aligns technology with business objectives.
• Assess the current and desired technology stack, including Schwab and third-party solutions.
• Evaluate how technology can enhance the client journey, streamline operations, and support scalable growth.
• Guide clients through the selection of core and elective technology providers, leveraging Schwab’s extensive integration network and industry benchmarking data.
• Introduce and evaluate third-party technology providers specializing in the RIA space.
• Help clients compare solutions for CRM, portfolio management, trading, financial planning, and more.
• Provide best practices and insights from Schwab’s experience with thousands of RIA transitions.
• Lead and support the implementation of technology solutions, ensuring seamless integration with Schwab’s platform and third-party systems.
• Care for data migration, staff training, and client onboarding.
• Provide ongoing consulting and practice management resources post-launch, including access to Schwab’s RIA EdCenter and benchmarking studies.
• Help firms continuously optimize their technology ecosystem and adapt to evolving industry trends.

Required Qualifications

• Demonstrated expertise in the RIA industry, including direct experience with the technology platforms, integrations, and third-party solutions commonly used by RIAs.
• Proven ability to assess, recommend, and implement technology solutions that support the ideal client experience and operational efficiency.
• Strong project management skills, with the ability to coordinate complex implementations and cross-functional teams.
• Excellent communication and relationship-building skills, with the ability to translate technical concepts into actionable business strategies for clients.
• 7+ years in business operations, technology consulting, or technology sales within the financial services or RIA sector.
• Bachelor’s degree or equivalent work experience.

Preferred Competencies

• Advanced degree or certifications in technology or financial services preferred.
• Experience guiding RIAs through the evaluation and selection of technology providers, with a focus on integration, scalability, and regulatory considerations.