Tyler Bowers
MessageRoles available for:
-
Fractional
-
Consulting
-
Contract
-
Interim
-
Elizabeth , Colorado, United States
Tyler Bowers
Add to favorites
Roles available for:
-
Fractional
-
Consulting
-
Contract
-
Interim
-
Elizabeth , Colorado, United States
Experience
Strengths in this role: I used my strengths of strategic thinking, influencing, communication, and business acumen to ideate and spearhead a project to adjust our high-net-worth advice offers' minimum asset requirement. Within four months of adjusting the minimum, Schwab Wealth Advisory doubled the number of new clients we enrolled on a monthly basis. We then adjusted our long-term revenue forecast to include an incremental $200M in revenue over the course of the next 5 years as a result of the move.
Industry Group: Finance
Industry: Financial Services
Years of experience: 6 years
Company name: Charles Schwab
Company size: 32,000 employees
Role in this company: I was the Managing Director of Strategy for a line of business called Investor Advice Solutions, which was Charles Schwab's Wealth Management division. IAS generated >$1B in annual revenue and had ~1,200 employees. My team was responsible for formulating and executing on our growth strategy across various wealth management businesses, capacity planning and hiring efforts, managing our nationwide footprint and expansion plans, analytics and business insights and management reporting.
