Field Operations Manager, Wealth & Client Experience

Charles Schwab; Westlake (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring a Manager, Field Operations to design and optimize programs supporting client relationships across mass affluent to ultra-high-net-worth segments. You will partner with field leaders to improve sales effectiveness, operations scale, and advisor and client experiences across Schwab's Retail channels.

The role emphasizes in-office collaboration, executive-ready presentations, and data-driven decision making to drive strategic initiatives and adoption.

Qualifications

• 5+ years of professional experience in strategy, analytics, business operations, consulting, or related disciplines.
• Bachelor's degree and equivalent combination of education and experience.
• Experience conducting quantitative and qualitative analysis and translating findings into actionable recommendations.
• Strong problem-solving skills to evaluate complex issues and identify root causes.
• Experience building relationships and partnering with stakeholders across functions.
• Strong written and verbal communication skills, including executive-level presentation development.
• Ability to manage multiple priorities in a dynamic environment.
• Applicants must be currently authorized to work in the United States on a full-time basis without sponsorship.

Responsibilities

• Develop deep understanding of Schwab's investor segments, offerings, and market opportunities.
• Conduct analyses to identify opportunities, assess tradeoffs, and develop business recommendations.
• Support evolution of relationship and service models for high-net-worth clients.
• Partner with field leaders to drive scalable solutions and represent business needs.
• Improve advisor and client experiences through operational enhancements and performance measurement programs.
• Develop executive presentations and strategic recommendations for leadership.
• Drive implementation of initiatives and act as change agent throughout execution.
• Monitor performance metrics and outcomes to support continuous improvement.

Skills

Strategy

Analytics

Operations

Communication

Stakeholder mgmt

Education

Bachelor's degree

Job description

Charles Schwab is hiring a Manager, Field Operations to design and optimize programs supporting client relationships across mass affluent to ultra-high-net-worth segments. You will partner with field leaders to improve sales effectiveness, operations scale, and advisor and client experiences across Schwab's Retail channels.

The role emphasizes in-office collaboration, executive-ready presentations, and data-driven decision making to drive strategic initiatives and adoption.