Manager, BCE Visual Strategy and Design

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology and practice management to registered independent advisory firms (RIAs). It provides 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. Schwab Advisor Services serves over 7,000 independent advisory firms who custody approximately $1 trillion of assets with Schwab. The Business Consulting and Education (BCE) team creates and delivers high-quality, industry-leading consulting and education programs that help advisors better manage their businesses as they plan and prepare for the future. The key to the team’s success lies in its ability to create highly relevant and scalable programs that turn practice management insights into actionable plans that advisors can implement in their firms. These programs are delivered by a nationwide team of experienced consultants who work closely with advisors and their Schwab relationship managers to understand the firm’s challenges and areas of opportunity as they develop an actionable path forward. Programs developed and managed by BCE include the annual Charles Schwab RIA Benchmarking Study, immersive multi-week ‘Insight to Action’ consulting programs, the Schwab Executive Leadership Program, Schwab Advisor University, SOLUTIONS® conferences, the RIA Talent Advantage program, and RIA Intern Program. The team also produces thought leadership materials on a range of practice management issues. As a key contributor to the Schwab Advisor Services BCE organization, this Graphic Designer will be responsible for designing and developing graphics for a variety of assets, copy layout, and other asset development such as PowerPoint presentations, infographics, collateral, videos, and interactive and fillable PDFs for internal and external use within our programs. This individual will partner with team members to take written or spoken ideas and convert them into images, layouts and other designs. You will be asked to collaborate with other internal partners to create, update and prepare digital materials to be used for: websites, emails, banners and create artifacts for social media.

What you have

6 months of Schwab BCE Visual Strategy and Design EXPERIENCE.

Skilled graphic designer able to develop innovative and visually compelling assets - both print and digital - across a variety of mediums that may include PowerPoint, website, collateral, tools, internal sales and consultant trainings, email, video, etc.

Creative with an ability to ask questions that inform the project, gather information/materials, and translate and effectively communicate complex and varied inputs including market data, studies, client and executive insights, and broad industry research into compelling visuals that resonate with the audience and are highly impactful.

Demonstrated success in communicating concepts, working collectively with multiple team members to gather feedback, and develop further iterations based on feedback to reach high-quality outputs.

Experience designing for responsiveness (desktop>tablet>mobile) within your portfolio.

Proficient at preparing final files for production and coordinating with internal partners - marketing and social media - and external partners - printers, etc. - to ensure files are accurately built to specifications.

Ability to adhere to Schwab Brand standards and production specifications.

Self-motivated and detail-oriented with ability to manage many projects simultaneously. Proactively communicate with Business Consulting and Education team members to provide clarification or eliminate and prevent issues that may affect timing and/or final deliverables.

Assist in organizing, monitoring, archiving, and maintaining files on the server.

Attention to detail which enables you to accurately make copy and layout edits to files during reviews, while maintaining deadlines.

Energized by collaboration and able to thrive in an iterative environment

Experience working at/with a creative agency is a plus

Intermediate to expert level mastery of Microsoft PowerPoint

Mastery of Adobe InDesign

Intermediate to expert level mastery of Adobe Photoshop and Illustrator

Intermediate level mastery of Adobe Acrobat and creating interactive and fillable PDFs