Senior Manager, Retail Client Experience

Charles Schwab • Westlake, TX • 9h ago

Your opportunity

In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities

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 as listed.

The Retail Client Experience team is responsible for defining, evolving, and delivering meaningful experiences for Schwab clients. The team partners closely with key enterprises (e.g., Investor Services, Operations, Marketing, Technology) to design and improve end-to-end experiences for various client segments and situations, providing team members with opportunities to work on high visibility strategic initiatives. Examples of potential focus areas include new to firm clients, self-directed investors, and clients receiving status updates on key transactions (e.g., trading, money movement).

The Retail Client Experience team's work spans strategy, offer design, product management, process improvement, and execution. Reporting to the Director, Core 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 strategy and experience for specific client segments, situations

Conducting research to gain a deeper understanding of the opportunities that an initiative is focused on

Developing frameworks and driving to decisions on which opportunities to prioritize

Setting a vision 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 we deliver is in line with what the Retail business envisioned

What You Will Gain

The opportunity to hone your skills across both strategy and execution

Exposure to leaders in Schwab's Retail business and partner organizations, positioning yourself for an impactful career at Schwab

Significant variety in the subject matter that you work on, with high visibility to clients and senior leaders at the firm

A tangible sense of accomplishment, as you see initiatives that you championed come to life and meaningfully improve how clients access the power of investing

What you have

Required

4+ years of work experience in Strategy and/or Client Experience

Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting information

Sense of urgency and a proactive approach

Superior analytical skills, creativity in problem solving, and attention to detail

Strong proficiency in PowerPoint and Excel

Personal and professional alignment with Schwab's vision and values, with a strong interest in our busines

Highly Preferred however not required

Prior experience in financial services, including experience with financial markets, products, and technology

Bachelors degree

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

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

What's in it for you:

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

Similar Jobs

Facility Housekeeper

U-Haul • Haltom City, TX • 9h ago

Retail & Hospitality

Location: 5201 Denton Hwy, Haltom City, Texas 76148 United States of America START TODAY, GET PAID TODAY! New hires eligible for BONUS! Are you organized and proactive? Do you have an eye for detail? Facility Housekeeper...

9h ago

Go to Apply

Banquet Manager

Atrium Hospitality • Frisco, TX • 9h ago

Retail & Hospitality

Hotel: Frisco Embassy Suites 7600 John Q. Hammons Drive Frisco, TX 75034 Full time Compensation: $72,500.00 Atrium SPIRIT - where teamwork, passion and appreciation ignite service excellence What's in it for you? The Atr...

9h ago

Go to Apply

Retail Sales Supervisor

Staples • Southlake, TX • 9h ago

Retail & Hospitality

Retail Sales Supervisors champion customer engagement and oversee the front of store operations. You and the store team will focus on increasing sales, conversions and service throughout the store, while actively engagin...

9h ago

Go to Apply

Retail Sales Specialist

Staples • Southlake, TX • 9h ago

Retail & Hospitality

Sales Specialists provide exceptional customer service in helping our customers find a total solution both in-store and through the kiosk. You'll have our customers' needs in mind as you provide solutions. You will also...

9h ago

Go to Apply

Retail Sales Associate - Part Time

AutoZone, Inc. • Watauga, TX • 9h ago

Retail & Hospitality

Job Description AutoZone's store teams are the frontline of WOW! Customer Service, ensuring that customers find the right parts and solutions for their automotive needs. Store employees maintain well-stocked inventory, a...

9h ago

Go to Apply

Retail Sales Associate - Part Time

AutoZone, Inc. • Keller, TX • 9h ago

Retail & Hospitality

9h ago

Go to Apply

Retail Sales Associate - Part Time

AutoZone, Inc. • White Settlement, TX • 9h ago

Retail & Hospitality

9h ago

Go to Apply

Retail Sales Associate - Part Time

AutoZone, Inc. • River Oaks, TX • 9h ago

Retail & Hospitality

9h ago

Go to Apply

Retail Sales Associate - Part Time

AutoZone, Inc. • Blue Mound, TX • 9h ago

Retail & Hospitality

9h ago

Go to Apply

Armed Security Officer (3 years Experience Req. ) Aerospace Oraganization

Allied Universal • Fort Worth, TX • 16h ago

Retail & Hospitality

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you wil...

16h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.