Senior Manager, Field Enablement

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab Charitable’s mission is to increase giving in the U.S. with donor-advised funds (DAF) and philanthropic tools and resources that make charitable giving tax-smart, simple, and efficient. We offer tools, guidance, and relationships that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an independent 501(c)(3) public charity, Schwab Charitable donors have granted more than $33 billion to more than 246,000 charities. Visit SchwabCharitable.org for more information.

At Schwab Charitable, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients’ financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance, and relationships to help donors give more to the charities that matter most to them.

Schwab Charitable was founded by Charles Schwab & Co. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for day-to-day activities.

We are seeking a Senior Manager of Field Enablement to join the new and growing Activation and Partnerships team. This role will drive the execution of our vision and strategy to educate and activate Registered Investment Advisors, Branches, Donors, Non-profits and Internal Business Partners on charitable giving vehicles and strategies.

This position will support and closely collaborate with Charitable Consulting, Business Development, Marketing Communications, and Strategic Partnerships to drive the field enablement roadmap that will deliver growth, engagement, and measurable impact.

The ideal candidate should be comfortable leveraging insights to curate, package and activate existing content for donor, advisor, partner, and prospect education. You will act as a SME working in close collaboration with Schwab Charitable’s Marketing team to inform development of new content and nurture and prospect campaigns that accelerate the prospect funnel and create deeper client engagement with the Schwab Charitable platform. Through your close collaborative partnership with the entire Growth team, you will put best practices into action, support internal education and knowledge management initiatives, and execute through tools like Salesforce and Marketo.

If this describes your experience and you are excited about joining an organization with the mission to increase giving in the US and build new capabilities and capacity that will drive future growth for Schwab Charitable read on!

What You Are Good At

• Leading fielding enablement initiatives for a sales organization.
• Delivering impact by leveraging insights and best practices to identify gaps, uncover opportunities, and inform the field enablement strategy and roadmap.
• Building collaborative partnerships with key stakeholders, cross-functional teams, and senior leaders to gather feedback and ideas for future engagements, enhancements to existing programs and platforms, and content needs of a sales organization.
• Serving as a SME for national events, content and knowledge management initiatives, and seasonal marketing projects.
• Providing tactical support for external events and meetings (in-person and virtual).
• Supporting internal sales partners with training coordination, knowledge management, compliance monitoring, curating sales presentations by channel, and centralizing sales tools and resources.
• Driving sales team adoption of all field effectiveness tools and channels, e.g. training programs/playbooks, CRM adoption, marketing and social media campaign awareness, templated outreach, event coordination, and outreach in accordance with the annual, quarterly and seasonal plan.
• Excellent communication, presentation and leadership skills allow you to tailor effective communications from the individual contributor to the leadership level.
• Your proactive nature, sense of urgency, and ability to prioritize critical needs will help you excel in this role.
  
  

This is a hybrid position, working out of one of our service center locations

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have

Required Qualifications

• 5-10 years serving in the financial services industry, preferably with a deep understanding of the Registered Investment Advisor business.
• Experience curating compelling marketing content on advanced planned giving topics for donors, advisors, and centers of influence at a Non-profit or Financial Services firm.
• Broad experience with B2B and B2C communications, field enablement, knowledge management, sales training, informing prospect and customer nurture campaigns.
• Advanced proficiency in Salesforce, Marketo, Webinar solutions, Microsoft products, especially PowerPoint, Excel, Lists, Teams.
• Superior project management, go-to-market, and organizational skills.
• Bachelor’s degree required.
  
  

Preferred Qualifications

• Strong curiosity and a passion for creative problem solving with the ability to implement solutions thoughtfully and successfully.
• Recognized ability to collaborate and develop trusted relationships with internal business partners.
• Demonstrated ability to influence and build consensus across all levels of a highly matrixed organization.
• Self-starter who thrives in a multifaceted, fast-paced environment with the ability to prioritize time-sensitive assignments and manage deadlines autonomously.
• Outstanding interpersonal skills, including expert presentation and communication skills – both written and oral.
• A sense of purpose, with the desire to make a difference and have fun.
  
  

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 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