Wednesday, October 31, 2012

NSHMBA Phoenix Chapter 2012 GALA


December 1, 2012 at the Phoenix Downtown SHERATON Hotel...Seating is limited...RSVP for the gala today:  http://www.nshmba.org/events/event_details.asp?id=270948


Monday, April 30, 2012

Charles Schwab Senior Manager - Acquisition Strategy, Schwab Advisor Services Phoenix, AZ

Company: Charles Schwab Position: Senior Manager- Acquisition Strategy, Schwab Advisor Services Location: Phoenix, AZ and San Francisco, CA Interested candidates should apply online at http://jobsearch.schwab.com/viewjob.html?erjob=216010&eresc=NSHMBAPhoenix Job Description: Organizational Objective/Purpose: Advisor Services is the leading provider of custodial, trading, technology and practice management to registered independent advisory firms. We provide access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts. The Acquisition and New Client Experience group is responsible for developing strategies and new capabilities that allow Advisor Services Sales to win new business and to ensure new clients have a best-in-class transition and new client experience. The group is divided into four teams, 2 teams are dedicated to building strategies and programs to win and transition new business ensuring a smooth end to end client experience and the other 2 groups are dedicated to executing on the vision and strategies to transition new clients. Brief Description of Role: The Senior Manager role is responsible for delivering thoughtful, insightful contributions to high-level strategic work on client acquisition. The Senior Manager works in a team setting and works with multiple constituents across Schwab Advisor Services. The Senior Manager has responsibility for significant project sections – participating in project definition and idea generation, planning and executing their own work streams for discrete projects or subsets of projects, ensuring quality control of data/research and preparing presentation materials for senior management. The Sr. Manager, Acquisition Strategy will be responsible for: • Define and executing on acquisition strategies in support of Advisor Services growth. • Act as a subject matter expert on key trends in client acquisition. • Aggregate insights from the internal business development organization with industry data on the Registered Investment Advisor (RIA) channel and key competitors. • Project work may include market sizing, customer research, financial analysis, statistical analysis, competitive research, and growth strategy, all with a focus on the Registered Investment Advisor industry. This role would play a key role in defining new opportunities for client acquisition in one of Schwab’s key lines of business. Technical/Functional Qualifications: • Highly client-oriented with demonstrated experience synthesizing qualitative and quantitative data into strategic recommendations (required) • Experience working with sales and business development organizations (preferred) • Strong written and verbal communication skills, including ability to synthesize data, develop recommendations, influence partners and report on status (required) • Strong analytical skills to assess trends and program effectiveness (required) • Ability to work cross-functionally and in team environments (required) • A ‘can-do’, results-oriented approach to business with a high level of self-motivation (required) • Bachelor’s degree (required) • MBA (preferred). • 5+ years experience in business strategy, marketing, or Sales (required) • 3+ years in the financial services industry; experience with the advisor market (preferred)