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Charles Schwab · 1 day ago

Sr Manager, Schwab Private Wealth Services Client Experience

Westlake, TX

Full-time

Onsite

Senior Level

7+ years exp

Charles Schwab is a leader in the finance industry, focused on transforming client experiences in wealth management. The Senior Manager of Schwab Private Wealth Services Client Experience is responsible for enhancing the client journey for ultra-high-net-worth clients, leading strategic projects, and collaborating with various business partners to drive impactful changes.

Financial Services

No H1B

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 planningClient-centric focusAnalytical skillsCommunication skillsProject managementPowerPoint expertiseExcel expertiseProactive 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