Sr Manager, Schwab Private Wealth Services Client Experience

Your opportunity

At Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 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(s).

The Schwab Private Wealth Services (SPWS) Client Experience team is focused on designing, evolving, and delivering differentiated and meaningful experiences that continuously challenges the status quo, positioning Schwab as a leader in the Ultra High Net Worth (UHNW), clients with more than $10M in assets. SPWS partners closely with key enterprises (e.g., Investor Services, Advisor Services, Schwab Bank, Operations, Marketing, Technology, etc.) to improve the end-to-end client experience for Schwab’s most affluent families, which make up approximately one-third of total client assets. SPWS provides team members an unparalleled opportunity to work on major strategic issues confronting a critical client segment, while gaining visibility among the firm's executive leadership. 

The SPWS Client Experience team is responsible for defining and evolving the end-to-end (E2E) SPWS experience for clients with $10 million or more in Retail assets, which spans across strategy and integration, offer design, product management, and process improvement.Reporting to a Director of SPWS Client Experience within SPWS, the Senior Manager role is charged with delivering thoughtful, insightful, high impact contributions across a range of “high stakes” strategic projects, as well as joining efforts in supporting the E2E SPWS client experience (i.e., across a variety of product offerings and solutions and process improvements).

This individual must be a self-starter, leader with vision, curious, strategic, execution focused, a creative problem solver, able to communicate with influence in both written and oral manners, able to prioritize resources effectively, and develop clear, data-driven insights and analyze information for clear, fact-based decisions while cultivating strong partnerships. They will establish relationships with a wide range of stakeholders at all levels of the organization and across Schwab’s enterprises.

The team is responsible for:

• Ownership: Drive the end-to-end experience for the SPWS segment at Schwab
• Strategy: Envision the future and crystallize the near-term road map
• Quarterback: Coordinate with business partners to execute and activate

• Analysis: Conduct clear, consistent, fact-based analysis to inform key business decisions
• Prioritization: Optimize the allocation of scarce resources to the highest value SPWS client experience issues
• Communication: Develop high impact presentations for key audiences, including executive leadership
• Partnership: Cultivate strong relationships with business partners across the company to inform and align strategy work, and to actively support the transition from recommendation to execution

What you’ll gain:

• Opportunity to influence key strategic decisions that are shaping the direction of SPWS
• Significant exposure to a wide range of business leaders and executives, positioning yourself for an impactful career at Schwab
• Build relationships across IS, AS and beyond, enabling a strong understanding of Schwab’s wealth management capabilities for SPWS, positioning you as a subject matter expert

What you are good at:

• Developing an in-depth understanding of the ways Schwab serves SPWS clients, and key ways we can improve the quality of products and services
• Defining impactful business strategies for Schwab’s most affluent client segment, including strategic road-mapping
• Planning and executing large, complex projects
• Documenting relevant business stories to communicate business strategies and recommendations
• Executing on business strategy, leading and supporting project initiatives, including client and rep experiences (e.g., new product, learning & development content, etc.)
• Partnering with key stakeholders, and hearing and synthesizing feedback, to develop and document a business or strategic concept (e.g., into a PowerPoint deck)
• Socializing business ideas and recommendations to audiences of all levels
• Maintaining perspective on strategic implications of key developments in the external environment, industry trends, and competitor actions

What you have

Required Qualifications:  

• 7 years of work experience, including 2+ years of experience in strategy
• Bachelor’s degree; MBA (preferred)
• A client-centric focus – keeps client at the forefront of decisions, connects plans and actions to our purpose of serving clients
• Superior analytical skills (i.e., conduct complex quantitative analysis and distill insights from analyses and identify second order implications), creativity in problem solving, and attention to detail
• Outstanding communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to executive audiences
• Comfort dealing with ambiguity in a dynamic and fast-moving work environment
• Ability to manage multiple projects that vary in scope and complexity
• Strong sense of urgency and proactive approach
• Expert user of PowerPoint and Excel

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Sponsorship language is not included for this job posting due to a need to broaden the talent pool based on the specific job details; applicants not authorized to work in the United States will not be considered.