Sr Manager, Strategic Initiatives - Retail Sales Effectiveness

Your Opportunity

The Retail Sales Effectiveness (RSE) group, sits within Schwab's Retail business to support our client-facing professionals and drive scale into their daily experience.  Our strategic and operational support help identify new clients and deepen existing client relationships with the ultimate vision of delivering an industry-leading wealth management experience as a trusted advisor.

 

The RSE group accomplishes this by setting strategic direction, business case development, operating model design, listening to our client-facing colleagues, conducting detailed analyses, and playing a business owner role in select product delivery. We collaborate with a broad set of stakeholders, partners, executive leadership, data science/analytics, product/technology, and marketing to fulfill the vision.  The Sr. Manager, Strategic Initiatives will initially support creation of a client service management program, learning our systems and business processes, diagnosing pain-points, and originating/prioritizing solutions supporting the creation of a multi-year roadmap, all while ensuring alignment with broader Retail business strategic vision.

 

Do you want to positively impact high-profile Schwab client-facing professionals who manage billions of dollars in assets? Are you obsessed with solving customer problems and passionate about the full end-to-end client experience?  Do you bring strategy-to-execution mindset and an appreciation for technology? We'd like to talk to you.

 

In this role you will report to a Director - Special Initiatives.

What you are good at

• Opportunity Assessments - Define the business need. The assessment involves identifying the issue, defining the problem, creating project plans, analyzing data to inform potential solutions, partnering with our digital teams to define the product solution, and finally communicating to senior executives and client facing representatives alike.
• Roadmap Development - Support annual planning process and own evolving roadmap.
• Business and Impact Analysis - Analyze the day-to-day business performance identifying pain-points and devising & executing impact of solution rollouts in partnership with our Data and Analytics organization
• Field Activation -Develop and own a portion of the Field activation plan, monitor adoption, and engage relevant business partners to drive adoption.
• Stakeholder Management - The business owner plays a major role in stakeholder management, working closely with marketing and sales leadership.
• Partner Management - The business owner manages the relationships with key partners (e.g., Sales teams) acting as a funnel to aggregate feedback and needs to the product owner.
• Build meaningful relationships with colleagues virtually

What you have

• Consultative/Strategy Experience - A total of 4+ years of full-time experience with strong examples of having worked with diverse set of stakeholders and influencing strategic decisions in complex environments; an ideal candidate has worked at least 2+ years in strategy/management consulting working on diverse set of problems spanning from pure strategy to program delivery
• Technology Fluency - ability to converse with technology and product teams and comfort being part of high level architectural, platform, and delivery conversations. Salesforce, Tableau, Microsoft Teams, an/or data infrastructure proficiency a plus
• Domain Knowledge - Some background in Client Service and Support products and programs while not essential, is valued
• Superior analytical skills - Strong aptitude for data analysis in Excel and Tableau and translating insights into concise, executive-level presentations using PowerPoint
• Ability to thrive in ambiguity - exploring new, yet untested concepts, ideas, programs and tackling new problems that require working with a wide variety of partners to find solutions
• A bias for action - the ability to overcome obstacles, tackle challenges creatively, and successfully execute, at times, under tight deadlines. Curiosity for learning the intricacies of the business, systems, and processes is a must
• Background - Financial Services industry experience, while not essential, is preferred. Bachelor's degree required (MBA a plus)

 

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.

• Most Schwabbies have the opportunity to work in the office and/or at home based on their preference*
• Employees may have the flexibility for a hybrid schedule, where they divide their time between working remotely or in the office.
• Employees and managers can discuss additional flexibility options based on their role, business needs, and individual circumstances.

 

*Subject to change. Schwab is continually evaluating its approach to ensuring the safety and well-being of our employees  

 

 

Preference is to one of the major Charles Schwab campus locations in:

• San Francisco, CA
• Lone Tree, CO,
• Westlake, TX

 

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

Employment Type: FULL_TIME