Strategy and Initiatives Manager, Field Operations

Charles Schwab • Westlake, TX • 15h ago

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.

** 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 locations identified in posting.

The Field Operations team is responsible for designing and implementing programs that support the evolution of our client relationship models across our mass affluent, high-net-worth and ultra-high-net-worth client segments. The team provides support and insight to deliver best practices, scale, and enhanced sales effectiveness across Retail sales channels.

Responsibilities include but are not limited to:

Support the design, documentation, and implementation of scalable and automated solutions for Practice Assignment and Branch Information Change processes, with a focus on accuracy, efficiency, and repeatability.

Assist with day-to-day execution of strategic initiatives, including project tracking, documentation, stakeholder coordination, and status updates regarding Practice Assignment.

Partner with cross-functional teams across Sales, Technology, and Operations to gather requirements, incorporate subject-matter expertise, and support alignment across initiatives.

Contribute to executive-ready materials by synthesizing findings into clear insights and recommendations.

Develop and maintain recurring and ad-hoc reporting, including data validation, documentation, ETL support, and continuous improvement of analytics processes.

Conduct analytical work to help answer key business questions related to practice assignment, sales effectiveness, and operational performance.

Work with stakeholders to understand business problems, design solutions, and draft clear requirements documentation to support development and delivery.

Build and support automation and low-code solutions (e.g., Power Automate, Power Apps) to reduce manual effort and improve process reliability.

Partner with technology and data teams to support solutions leveraging modern data architecture, cloud databases, and version-controlled development practices.

Manage and support ad-hoc strategy projects, investigating / answering critical questions for senior executives around practice assignment

What you have

The ideal candidate will possess the following capabilities:

Hands-on experience with following:

Python

SQL

GitHub

Accessing data through cloud databases such as BigQuery

Working in agile or scrum-based environments

Low code tools such as Power Automate and Power apps

A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel.

Demonstrated experience building relationships and working with cross-functional teams to design and deliver client experience initiatives, including evaluating opportunities and making recommendations based on the unique needs of the business.

A passion for proactively seeking opportunities to make improvements, gain efficiencies and meet unknown needs.

Develop creative solutions to reduce manual tasks including scripting, reporting, and process improvement.

Ability to partner with technology and data teams to execute complex projects.

Understand data architecture, tools, and applications with the ability to do data modeling, SQL/Big Query

Additional Qualifications:

Bachelor's degree with 3+ years relevant experience

3+ years in analytics, strategy, and/or data science is preferred.

3+ years of coding (SQL, Python, etc.) is preferred.

Financial Services industry experience is preferred

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.

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