Senior Manager, WAMS Retail Enablement
About The Position
The Wealth & Asset Management Solutions (WAMS) team is part of the Wealth, Advice, Bank and Trust (WABT) enterprise. The WAMS team also reports to and has responsibility for the distribution of Schwab Asset Management (SAM) and Schwab Investment Platforms, Products and Strategy (SIPPS) products, solutions, and platforms. The WAMS team is responsible for the distribution and support of proprietary and select third-party asset management products and services across multiple channels. The team also supports the marketing of these solutions in partnership with Offer Management, Product, and Marketing teams. We are looking for an experienced enablement leader to serve as Senior Manager, WAMS Retail Enablement. This senior individual-contributor role will translate Retail strategy into coordinated execution, change management, field readiness, and sustained adoption. Reporting to the Head of Distribution Strategy, the Senior Manager will be responsible for enablement across the WAMS Retail and Income Solutions business while connecting execution priorities to the broader WAMS and enterprise strategy. The Senior Manager will bring deep expertise in field activation, engagement tactics, tools, systems, and processes to turn strategic priorities into measurable business outcomes. The role will build alignment among WAMS leaders and enablement partners across Schwab while collaborating closely with the Director, WAMS Retail Strategy throughout the initiative lifecycle to establish clear roles, coordinated handoffs, and shared accountability for outcomes.
Requirements
- 5+ years of experience in financial services, including relevant experience in wealth management, asset management, sales enablement, change management, or a related field.
- Undergraduate degree required.
- Demonstrated experience leading complex implementation, change management, field readiness, adoption, or business transformation efforts across multiple stakeholders.
- Ability to translate strategy and business priorities into structured execution plans, clear milestones, communications, training, readiness activities, and measurable outcomes.
- Demonstrated ability to solve complex, multifaceted problems, navigate ambiguity, manage dependencies, and balance enterprise requirements with channel and field needs.
- Proven ability to build trusted relationships and align senior stakeholders, channel leaders, and cross-functional partners without direct authority.
- Strong analytical and reporting skills, including the ability to define success measures, monitor adoption, incorporate field feedback, and evaluate business impact and return on investment.
- Excellent written, verbal, facilitation, and presentation skills, with the ability to communicate clearly and credibly with senior leaders, field audiences, and cross-functional partners.
- Strong organizational and program-management skills, sound judgment, and demonstrated commitment to collaboration, accountability, operational excellence, and continuous improvement.
- Series 7 and Series 66 license required
Nice To Haves
- Experience supporting retail wealth management or asset management distribution, including field-facing teams and advisor or client engagement models.
- Experience partnering across field enablement, marketing, sales support, product and offer management, finance, business intelligence, technology, risk, and related enterprise functions.
- Experience using customer relationship management, sales enablement, project management, and business intelligence tools, such as Salesforce and Tableau.
- Advanced degree or relevant professional designation, such as CFP, CIMA, Prosci, or PMP.
Responsibilities
- Lead execution and readiness for the Retail business, with responsibility for change management, implementation planning, field readiness, adoption, and ongoing reinforcement of strategic priorities.
- Develop and maintain deep expertise in Retail engagement tactics, tools, systems, processes, and procedures, using those insights to strengthen distribution effectiveness and the field experience.
- Translate channel goals, objectives and key results, strategic roadmaps, and key initiatives into clear execution plans, milestones, dependencies, communications, training, and readiness activities.
- Drive field activation for key initiatives, including product launches and stage-gated releases, and serve as a respected voice on rollout approach, timing, and adoption considerations.
- Lead relationships with WAMS channel leaders and enablement partners, including Field Enablement, Marketing, Sales Support, Product and Offer Management, and other enterprise teams needed to deliver coordinated outcomes.
- Partner closely with the Director, WAMS Retail Strategy throughout the initiative lifecycle, establishing clear roles, coordinated handoffs, and shared accountability for outcomes.
- Track execution against channel goals, objectives and key results, roadmaps, and initiative plans; capture field feedback, assess adoption and business impact, and communicate progress, risks, and results to leadership.
- Identify opportunities to improve operational efficiency, simplify processes, and promote consistency across the Retail business while connecting channel-specific execution to broader WAMS and enterprise priorities.
Benefits
- Base salary + bonus opportunity for eligible positions
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service for eligible positions
- Paid parental leave and family-building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
