Sr Manager, Technology Consultant- Advisor Services
San Francisco, California, United States · Remote OK
$95k–$157k/yr
Senior+
Your Opportunity Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and practice management services to independent registered investment advi…
We are looking to hire ambitious entrepreneurs to start and scale their own startups. We are serial entrepreneurs, for example Paul Müller (founder Adjust, €1.2B exit) and Petter Made (founder SumUp, €8B) who are eager t…
Skills: Entrepreneurship, Cybersecurity, Scaling Startups, Product-Market Fit, Sales Force Building
About Us Hey! We're The HOTH. Our name stands for Hittem' Over the Head. In other words, to bludgeon with awesomeness. We're one of the largest search marketing companies in the world, helping thousands of businesses gro…
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE REQUIRED FOR START: Yes CLEARANCE TYPE: Secret TRAVEL: Yes, 10% of the TimeDescription At Northrop Grumman, our employees have incredible opportunit…
Florida Crystals Corporation is a fully integrated cane sugar company. Florida Crystals regeneratively farms sugarcane and rice in South Florida, where it owns two sugar mills, a sugar refinery, a packaging and distribut…
Logistics Co-Founder / Head of Engineering (100 % remote) (m/f/d)
Jacksonville, Florida, United States · Remote Solely
Senior+
We are looking to hire ambitious entrepreneurs to start and scale their own startups. We are serial entrepreneurs, for example Paul Müller (founder Adjust, €1.2B exit) and Petter Made (founder SumUp, €8B) who are eager t…
Skills: Entrepreneurship, Engineering, Logistics, Scaling Startups, Product-Market Fit
Position Summary At Orlando Health, we are ordinary people with extraordinary individuality, working together to bring help, healing and hope to those we serve. By daily embodying our over 100-year legacy, we reinforce o…
Skills: Epic Application Support, Workflow Analysis, System Configuration, Software Development Life Cycle, Troubleshooting
When you join Verizon You want more out of a career. A place to share your ideas freely — even if they’re daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people l…
Global Enterprise Consultant – Emerging Technologies
Greenville, South Carolina, United States · Remote OK
Senior
Global Enterprise Consultant – Emerging Technologies About the Role As a Global Enterprise Consultant – Emerging Technologies, you’ll serve as a trusted technical advisor helping customers, resellers, vendors, and intern…
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE REQUIRED FOR START: Yes CLEARANCE TYPE: Secret TRAVEL: Yes, 10% of the TimeDescription At Northrop Grumman, our employees have incredible opportunit…
Skills: Finite Element Modeling, FEMAP, NASTRAN, NX, Python
GROW YOUR CAREER WITH US At Norwegian Cruise Line Holdings (NCLH), we know our future success depends on our ability to attract and retain the very best talent. Our brands deliver vacations of a lifetime with innovative …
Job Description Pay Range: $96,000 - $119,000 depending on relevant experience and qualifications MITER Brands™ is a residential window and door manufacturer that provides a leading portfolio of window and door brands fo…
Principal Engineer Electronics – Mission Processing
Melbourne, Florida, United States · On-site
$98k–$148k/yr
Senior
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE REQUIRED FOR START: Yes CLEARANCE TYPE: Top Secret TRAVEL: Yes, 10% of the TimeDescription At Northrop Grumman, our employees have incredible opport…
Skills: Mission Processing, Systems Architecture, Hardware Integration, Model-Based Systems Engineering, Supplier Management
"We’re building something special at Absorb, and our Account Management team is at the center of it. This role is about owning a book of business, building trusted relationships, and helping customers get real value from…
Role Summary/Purpose: We are seeking a highly experienced Staff Security Engineer to help lead highly technical projects to improve our Security Engineering function. This individual will be instrumental in designing and…
Skills: AI Security, Cloud Engineering, DevOps, Data Protection, Cryptography
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE REQUIRED FOR START: Yes CLEARANCE TYPE: Secret TRAVEL: Yes, 10% of the TimeDescription At Northrop Grumman, our employees have incredible opportunit…
Skills: Finite Element Modeling, FEMAP, NASTRAN, NX, Python
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE REQUIRED FOR START: Yes CLEARANCE TYPE: Secret TRAVEL: Yes, 10% of the TimeDescription At Northrop Grumman, our employees have incredible opportunit…
FX Risk Java Tech Lead About Citi Markets Technology Citi's Markets technology team is growing at lightning speed, and we're looking for talented technology leaders to help build the future of global banking. As the worl…
TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices Team Overview The TruOps Digital Experience team within Global Operations is responsible for delivering scalable, integrated …
Skills: Program Management, Strategic Planning, Digital Transformation, Operational Strategy, Salesforce
Are you interested in creating mission critical software to support our warfighter? Do you want to work on a team developing new and emerging technologies? Are you open to new ideas, collaborating with teammates, teachin…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$95k–$157k/yr
Full-time
bachelor degree, postgraduate degree
Bonus, Incentive Opportunities
Posted 26d ago
Apply by Jul 24
~40 hrs/week
Remote in California, United States, Florida, United States, Texas, United States
Responsibilities
Serve as a strategic partner to Registered Investment Advisors by designing and implementing technology strategies that align with business objectives. Lead the evaluation of third-party technology providers and oversee the seamless integration of these solutions into the firm's operations.
Requirements
Requires 7+ years of experience in business operations or technology consulting within the financial services or RIA sector. A bachelor's degree is required, along with demonstrated expertise in RIA technology platforms and strong project management skills.
Full job description
Your Opportunity
Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and practice management services to independent registered investment advisors (RIAs). RIAs choose independence because they are determined to take charge of their future. They want the freedom to serve their clients without compromise and to control their destiny as business owners. And like them, Schwab believes in doing the right thing for investors – it's a basic shared value.
The Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage. Its extensive offer includes the RIA Benchmarking Study, immersive multi-week ‘Insight to Action’ consulting programs, the Schwab Executive Leadership Program and more. BCE programs are developed by a skilled program team and delivered by a nationwide team of experienced consultants. The team’s success is grounded in its deep expertise in core business issues firms face and its ability to create highly relevant and scalable programs that convert insights into actions that advisors can implement in their firms.
As a Senior Manager, Technology Consultant within Schwab Advisor Services, you will serve as a strategic partner to prospective and transitioning Registered Investment Advisors. Your primary responsibility is to guide RIAs through the process of envisioning, designing, and implementing technology strategies that support their ideal client and staff experience. You will leverage deep expertise in the RIA space, including direct experience with the technology ecosystem RIAs use, to deliver actionable, tailored consulting engagements.
Key Responsibilities
Strategy & Planning: 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.
Technology Assessment: 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.
Third-Party Provider Evaluation: 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.
Implementation Support: Lead and support the implementation of technology solutions, ensuring seamless integration with Schwab’s platform and third-party systems. Coordinate with Schwab’s Startup Consultants and Transition Consultants to manage data migration, staff training, and client onboarding.
Ongoing Guidance: 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.
* This is a remote position with about 30% travel. Preference is given to those in Westlake or Orlando.
What you have
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.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.
Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.
Social Media Disclosures: https://www.aboutschwab.com/social-media
(#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
BrokerageBankingFinancial ConsultingFinancial Products and ServicesPortfolio ManagementAdvisor ServicesRetirement Plan ServicesSpecialty Brokerage Servicesand Mutual Fund Clearing ServicesFinance
Based on 2515 listings with disclosed salaries, most technology jobs in Florida pay between $77k–$197k per year. Individual offers vary with seniority, company size, and specialization.
How many Technology jobs are open in Florida right now?
There are currently 6,047 open technology positions in Florida listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Technology roles in Florida?
Companies currently hiring include Northrop Grumman, Northrop Grumman Mission Systems, Inc., L3Harris Technologies, AgileEngine, University of Miami Health System-Uhealth, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Technology jobs in Florida?
Yes — 2351 of the 6047 open technology positions offer remote or hybrid work (1017 remote, 1334 hybrid).
How do I apply for Technology jobs in Florida?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.