Sr Manager, Schwab Private Wealth Services Client Experience jobs in United States
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Charles Schwab · 1 week ago

Sr Manager, Schwab Private Wealth Services Client Experience

positionUS-TX-Austin
timeFull-time
remoteOnsite
senioritySenior Level
money$100K/yr - $160K/yr
date7+ years exp

Charles Schwab is focused on transforming the finance industry and is seeking a Senior Manager for their Private Wealth Services Client Experience team. This role involves driving the end-to-end client experience for ultra high net worth clients, requiring strategic planning, partnership cultivation, and analytical insights.

Financial Services
badNo H1Bnote

Responsibilities

Drive the end-to-end experience for the SPWS segment at Schwab
Envision the future and crystallize the near-term road map
Coordinate with business partners to execute and activate
Conduct clear, consistent, fact-based analysis to inform key business decisions
Optimize the allocation of scarce resources to the highest value SPWS client experience issues
Develop high impact presentations for key audiences, including executive leadership
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

Qualification

Strategic planningAnalytical skillsClient-centric focusProject managementCommunication skillsPowerPointExcelProactive approachComfort with ambiguityCreativityAttention to detail

Required

7 years of work experience, including 2+ years of experience in strategy
Bachelor's degree
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

Preferred

MBA

Benefits

Eligible for bonus or incentive opportunities

Company

Charles Schwab

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We have plans for every turn you take.
dateFounded in 1973
location
San Francisco, California, USA
people-size10001+ employees
web-link
https://www.schwab.com/

Funding

Current Stage
Late Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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