Charles Schwab · 9 hours ago
Director, Retail Client Experience – Product Integration
Westlake, TX
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expCharles Schwab is seeking a Director on their Retail Client Experience team to enhance client experiences and improve security measures. The role involves leading strategic initiatives, collaborating with various stakeholders, and focusing on client needs to drive better outcomes and mitigate risks.
Financial Services
Responsibilities
Lead strategic initiatives, partnering with internal stakeholders including sales operations, product partners, technology, legal, compliance, and supervision to develop a point of view on cross-organizational decisions, develop executive-level materials to support these topics, and effectively drive decisions across a diverse set of stakeholders with unique needs
Partner with Product Owner(s) to develop a target future state and strategic roadmap for the key initiatives, and partner across the firm to secure resources and alignment of projects to future state
Connect strategy to client and business outcomes through visual storytelling; create high‑impact PowerPoint content that clarifies the “so what?” and the call to action
Research and analyze industry trends and evaluate applicability and competitive advantage/disadvantage
Qualification
Required
A minimum of 5 years' experience in a client experience leadership role within a diversified financial services environment and a demonstrated track record of overseeing large and complex groups
Deep knowledge of retail clients including experience working with partners across the firm and Retail
Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting information
8+ years of work experience in business strategy, program management and/or client experience execution work required (Consulting experience is a plus)
5+ years in work experience Advisory or Regulatory required
5+ year in People Leadership role
Strong ability to influence at the Managing Director/Executive level required
Experience in building materials and presenting to executives required
Bachelor's degree
High degree of comfort dealing with ambiguity in a dynamic and fast-moving work environment
Superior analytical skills, creativity in problem solving, and attention to detail
Expert user of PowerPoint and Excel
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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