Senior Manager, Retail Client Experience

Your Opportunity

At Schwab, you’re 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 Retail Client Experience team is responsible for defining, evolving, and delivering meaningful experiences for Core and High Net Worth (HNW) investors. The team partners closely with key enterprises (Investor Services, Operations, Marketing, Technology, to design and improve end-to-end experiences for various client segments, providing team members with opportunities to work on high visibility strategic initiatives. Examples of focus segments include Youths, clients preparing to transfer wealth, Inheritors, and Schwab Private Client Services (clients with $1M-$10M in Retail assets).

The Retail Client Experience team’s work spans strategy, offer design, product management, process improvement, and execution. Reporting to the Director, Retail Client Experience, the individual contributor Senior Manager will be responsible for serving as the Client Experience stakeholder for several initiatives simultaneously. Those responsibilities entail :

• Designing the end-to-end experience and strategy for specific client segments
• Conducting research to gain a deeper understanding of the opportunity(ies) that an initiative is focused on
• Developing frameworks and driving to decisions on which opportunities to prioritize
• Setting a vision for the segment, and a roadmap to get there, in partnership with key stakeholders at Schwab
• Influencing leaders and peers through both verbal and written (PowerPoint) communication to gain alignment on key decisions to advance how Schwab serves clients
• Standing up implementation programs to define requirements and facilitate delivery of the envisioned client experience, including working with relevant technology domains across the firm; engaging in discussions around trade-offs; and providing feedback to partners designing solutions
• Ensuring that the experience that is ultimately delivered is in line with what the Retail business envisioned

What You Will Gain :

What You Are Good At :

What you have

Required Qualifications :

Preferred Qualifications :

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

Why work for us?

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive to our full-time employees that takes care of the whole you – both today and in the future :