Manager, Field Enablement- Advisor Services

with more than 16,000 independent investment advisory firms with over $5 trillion on our custody platfrom.

As a Field Enablement Manager within Advisor Services, you'll help frontline sales and service teams stay informed, aligned, and ready to execute through clear, timely communications and scalable enablement operations. You'll own end-to-end communication and content workflows-partnering with leaders and cross-functional teams to translate complex updates into usable guidance, improve adoption of enablement tools, and build reporting that ties enablement activity to business outcomes.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

• Orlando: 1958 Summit Park Dr, Orlando FL 32810

• Westlake: 3000 Schwab Way, Westlake, TX 76262

What you have

Essential Skills & Qualities:

• Proven capability to translate complex information into audience-appropriate messaging and practical resources (job aids, announcements, FAQs, quick-reference guides).

• Experience establishing or running content operations (intake, prioritization, tagging, version control, retirement/governance) to keep communications and enablement content current and easy to find.

• Demonstrated ability to build and execute multi-channel internal communication strategies that drive clear outcomes (e.g., awareness, adoption, behavior change).

• Strong stakeholder partnership skills-able to influence and align leaders and cross-functional partners through structured communication plans and sound judgment.

• Ability to define and monitor enablement/communications metrics and build dashboards or reporting that connects activity to measurable business outcomes.

• Strong writing and editing skills, attention to detail, and ability to manage multiple workstreams while meeting deadlines.

Technical/Functional Qualifications:

• Administration and optimization of enablement and communications platforms (e.g., MySource/FirstUp, Allego, SharePoint, Workfront, or similar tools), including driving adoption through training, governance, and process design.

• Improvement of workflows through automation, integration, or data-flow optimization across tools and platforms.

• Multimedia content creation skills (video/audio/visual storytelling); proficiency with tools such as PowerPoint and familiarity with Adobe tools (e.g., Premiere Pro, Captivate, Illustrator) is a plus.

• Experience supporting client-facing or frontline teams (sales/service enablement, change communications, field readiness) in a regulated or complex environment (financial services a plus).

• Bachelor's degree or equivalent practical experience in communications, enablement, operations, or a related field.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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