Field Operations Manager – Wealth Experience

Charles Schwab; Westlake (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

Charles Schwab is seeking a Manager, Field Operations in Texas to design and optimize client relationship models across mass affluent to ultra-high-net-worth segments. You will partner with field leaders to improve sales effectiveness, scale operations, and enhance advisor and client experiences across Retail channels.

The role emphasizes in-office collaboration, developing business cases, and delivering strategic recommendations to leadership.

Qualifications

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

Responsibilities

• Develop a deep understanding of Schwab's investor segments, offerings, competitive positioning, and market opportunities.
• Conduct qualitative and quantitative analyses to identify opportunities, assess tradeoffs, uncover root causes, and develop business recommendations.
• Support the evolution of relationship and service models for high-net-worth and ultra-high-net-worth clients.
• Partner with field leaders and subject matter experts to represent business needs, integrate priorities, and drive scalable solutions.
• Improve advisor and client experiences through operational enhancements, practice management initiatives, and performance measurement programs.
• Develop executive presentations, business cases, and strategic recommendations for leadership audiences.
• Drive implementation of strategic initiatives and serve as a change agent throughout execution and adoption phases.
• Monitor performance metrics and business outcomes to support continuous improvement.

Skills

Strategy

Analytics

Business Operations

Stakeholder Management

Communication

Problem Solving

Project Management

Education

Bachelor's degree

Job description

Charles Schwab is seeking a Manager, Field Operations in Texas to design and optimize client relationship models across mass affluent to ultra-high-net-worth segments. You will partner with field leaders to improve sales effectiveness, scale operations, and enhance advisor and client experiences across Retail channels.

The role emphasizes in-office collaboration, developing business cases, and delivering strategic recommendations to leadership.