Address
SalaryYour Opportunity
At Schwab, you are 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.
The xWealth Client Communications team is the centralized capability focused on development and delivering communications that support unified, consistent, and valuable engagement across the client’s wealth journey. This starts with defining how we position and talk about our Wealth Offers, and then designing and executing a communications strategy across key client touchpoints as they move along their wealth journey.
Reporting to a Senior Team Manager in Wealth Offer and Operations, the Sr. Manager is responsible for daily management (execution, delivery, and ongoing maintenance) of offer-focused Client Communications. Primarily focused on our Intelligent Portfolios offer (SIP/P) but with expanding opportunity to cover additional responsibilities, the role will work cross-functionally with business, marketing, compliance, and other internal stakeholder partners to initiate, execute, and deliver digital Client Communications and outreach on an ongoing basis.
In this role, you will leverage your creativity and resourcefulness, excellent interpersonal and relationship-building skills, and a passion for driving results to seamlessly plan and execute project-based deliverables supporting our strategic objectives. Success in this role will come from your curiosity to learn and understand our Wealth Offers, motivation as a self-starter to own and proactively manage your project responsibilities, innate ability to find efficiencies, problem solve, and drive results, and your passion to help build an engaging experience for our Wealth clients.
What you have
Required Qualifications
- Degree in Business, Communications, Project Management or equivalent. Agency experience focused on client-facing communications required
- 7+ years' experience in account and/or project management, content management, or similar field with proven accomplishments developing and implementing successful projects or programs with cross-functional departments
- 2-4 years' experience owning/managing the content creation and project lifecycle, specifically the development and implementation of integrated client experiences
- Proven ability to thrive in a collaborative team setting while also executing as an individual contributor, naturally developing relationships, and influencing across all levels
- Exceptional storytelling and content creation skills, with experience crafting client-facing communications deliverables
- Critical thinking and problem-solving skills, with a data-driven mindset; the ability to analyze issues and problems systematically, gather broad and balanced input, draw sound conclusions, and translate conclusions into timely decisions and actions
- Highly developed time management and prioritization skills, with experience in a dynamic, fast-moving environment managing multiple projects and teams simultaneously
- Experience with Workfront, our online project management tool. Fluency in Microsoft (PowerPoint, Excel, and Word) applications for daily use. Familiarity with CRM platforms (Salesforce) and Adobe Analytics
Preferred Qualifications
- Content creator, content marketing, content strategist or similar role within the financial services-related industry experience a plus
- Excellent written and verbal communication skills
- The nature of being uncommonly detail-oriented and possess a “can do” team approach where no issue or detail is beneath them
- A constant desire to learn and grow, balanced with a passion for delivering exceptional results
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
