Talent Management

Explore resources designed to help evolve your firm's talent strategy and attract, develop, and retain the best diverse talent.

Talent strategy trends: How Top Performing Firms stand out

Talent strategy trends: How Top Performing Firms stood out

Hear how data from more than 1,000 advisory firms demonstrated how effective talent strategies, such as an employee value proposition, helped firms attract and retain top talent. Lisa Salvi shares how Top Performing Firms used a variety of talent strategies to their advantage.

Talent Resource Center

Top-performing firms create a cycle of opportunity to attract and retain key talent, ensuring continuity of their firms' people, culture, and values. 

Explore our Talent Resource Center for tools and resources to evolve your firm's talent strategy. 

Learn More About the Program > 

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RIA Talent Advantage®

As the face of the investor changes, diversifying a firm's workforce can be critical to meeting the needs of evolving clients.

RIA Talent Advantage is a comprehensive offering to help support a firm's efforts to cultivate a more diverse and inclusive workplace.

A diverse team discusses talent recruitment and retention.

RIA Intern Program

At Schwab, we are committed to helping firms attract and retain top talent. By reaching out to colleges and universities across the country and selecting top candidates to participate in an internship experience, we are hoping to open a door to the RIA community for young talent.

College interns smiling

Internship Program

  • Recruitment playbook

    Use this guide through the recruitment and onboarding process. You’ll find actionable tips to strengthen your opportunities in hiring and retaining your ideal staff.

  • People are your most important asset

    Learn about creating your own cycle of opportunity to attract, develop, and retain key talent at your firm.

  • Compensation data

    The power of the RIA Benchmarking Study lies in the robust peer data it provides. The study’s Compensation Report offers participants national and regional salary and incentive data drawn from thousands of employees.

Executive Leadership Program

This exclusive one-year program of personal and professional growth is designed to prepare promising leaders to manage and grow RIA firms. The program combines premier academic curricula and faculty from some of the nation's top graduate schools, one-on-one executive coaching, and the deep industry experience of Schwab Advisor Services™.

Through meeting in person and connecting during weekly discussions, participants build valuable connections with other future leaders—leaders who continue to support one another through their careers.

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New Perspectives

Schwab University

  • RIA EdCenter™

    Learn how to get the most from Schwab Advisor Center® tools and enhance firm productivity by leveraging a range of online training courses.

  • Retain your firm's talent

    Competition for talent is fierce among RIA firms, but these four tips will help employees feel valued, engaged, and confident in their long-term career prospects.

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