Your opportunity

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck (http://www.aboutschwab.com/about/leadership/charles_schwab) over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

The Retail Sales Transformation (RST) team represents the sales organization with a focus on streamlining workflows and driving meaningful improvements to support our sales professionals via business process improvements and user experience enhancements. We collaborate with partners to optimize our operating model and execute & evolve our roadmap to support our focus.

The RST group accomplishes this by setting strategic direction, business case development, listening to our client-facing colleagues, conducting detailed analyses, and partnering with our product management teams in select product delivery. The team seeks a Senior Manager to join the efforts in continuous improvement of Schwab’s financial planning, discovery, and advice solutions. The Senior Manager will support existing and new initiatives within Planning, Advice and Field Forum/Feedback by diagnosing pain-points, ideating on solutions/strategy, and partnering with cross-functional teams to deliver changes. Your role has high leadership visibility and will collaborate with a broad set of stakeholders, partners, executive leadership, data science/analytics, and product/technology to fulfill the 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 and associate experiences? Do you bring strategy-to-execution mindset and an appreciation for technology? We’d like to talk to you.

What you’ll do:

• Foster an in-depth understanding of the ways that Schwab sales professionals serve our retail clients, and the key ways in which Schwab can improve the overall experience considering people, process and technology

• Define and execute on business strategy for Financial Planning, Specialist Referrals and other projects aligned to the overall vision and roadmap for Retail Sales Transformation

• Plan and manage the execution of work streams for large, complex projects, as well as take full ownership for smaller projects

• Present, persuade, and influence broad set of stakeholders with analysis, strategic direction and implementation recommendations

• Define, and support the development/distribution of reporting for Specialist Referrals, Planning and Advice as required

What you have

• Exceptional Storyboarding - Multiple years of experience crafting compelling business stories and influencing Sr. leaders (leveraging PowerPoint)

• Strong communication – Proven communication and management skills to increase messaging with RST team, workstream & initiative owners & teams.

• Superior analytical and problem-solving skills, including:

• Building structured frameworks to guide quantitative and qualitative analysis

• Gathering information through research and interviews

• Translating strategic insights into actionable recommendations

• Evaluating data and information to determine the "so what"

• Strong relationship builder – Interpersonal skills and teamwork skills to collaborate with counterparts throughout the entire organization.

• Technology Fluency -ability to converse with technology and product teams and comfort being part of high level architectural, platform, and delivery conversations. Willingness to learn new tools and self-research to build foundational understanding

• Influential – Strong negotiation skills to align multiple stakeholders (e.g., Program Leads, ELT, etc.)

• 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

Key Experience

• Minimum 8 years of full-time work experience, preferably with 2+ years of work experience in strategy role and/or in a client facing/delivery role

• A client/sales consultant-centric focus – keeps clients and sales consultants in forefront of decisions, connects plans and actions to our purpose of serving clients and the field

• Strong executive presence and relationship management skills; ability to influence senior leadership and enroll employee support and engagement

• Expert user of PowerPoint and Excel

• Ideal candidate would have familiarity with financial planning, discovery and advice topics and tools (Salesforce, MoneyGuide Pro)

• Financial Services industry experience is preferred

• Bachelor's degree required (MBA a plus); Professional designations and certifications also a bonus

• Personally, and professionally aligned with Schwab’s vision and values, and a deep interest in financial services

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

CO Salary Range: USD $125,000 - $175,000 / Year

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.