Manager, Field Operations

The Charles Schwab Corporation; Westlake (TX); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

401(k) match

PTO

Sabbatical

Parental leave

Tuition reimbursement

Health/dental/vision

Job summary

The Charles Schwab Corporation in Westlake, TX is seeking a Manager, Field Operations to design, implement, and optimize programs that evolve client relationship models across client segments. You will partner with field leaders and cross-functional teams to improve sales effectiveness, scale operations, and enhance advisor and client experiences across Schwab's Retail channels.

In this role you will develop insights, present strategies to leadership, drive change initiatives, and monitor

Qualifications

• 5+ years in strategy, analytics, business operations, consulting, sales operations, program management, or client experience.
• Bachelor's degree or equivalent experience.
• Experience turning data into actionable business recommendations.
• Strong problem-solving and executive communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Develop understanding of investor segments, offerings, and market opportunities.
• Conduct qualitative and quantitative analyses to identify opportunities and recommendations.
• Support evolution of relationship and service models for high-net-worth clients.
• Partner with field leaders to drive scalable solutions.
• Improve advisor and client experiences through operational enhancements.
• Develop executive presentations and strategic recommendations.
• Drive implementation of strategic initiatives and monitor performance.

Skills

5+ years experience

Strategic thinking

Quantitative analysis

Qualitative analysis

Relationship building

Executive communication

Multi-priority management

US work authorization

Education

Bachelor's degree

Job description

Your 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.

Since day one, Schwab has set out to challenge the status quo by delivering more value and a better experience for investors. Through a modern wealth management approach, we provide investment products, services, and financial planning solutions that combine the best of people and technology.

The Retail Experience organization is at the heart of the relationships we build with clients and the delivery of our holistic wealth management value proposition. Our focus is enabling client-facing teams to build trusted relationships with clients and their families, helping them achieve their financial goals and leave a lasting legacy.

As a Manager, Field Operations, you will play a key role in designing, implementing, and optimizing programs that support the evolution of Schwab's client relationship models across mass affluent, high-net-worth, and ultra-high-net-worth client segments. You will partner with field leaders and cross-functional teams to improve sales effectiveness, operational scale, and advisor and client experiences across Schwab's Retail channels.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

What You'll Do

• 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.

What you have

Required Qualifications

• 5+ years of professional 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 the 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.

Preferred Qualifications

• 3+ years of experience supporting strategy, analytics, business operations, sales operations, product management, program management, consulting, or client experience initiatives.
• Financial services, wealth management, branch operations, or regulated-industry experience.
• Experience leading or supporting large-scale business transformation or change initiatives.
• Experience developing business cases and influencing decisions through data-driven insights.
• Knowledge of advisor, client relationship, or service model design.

At Charles Schwab, we're committed to empowering employees' personal and professional success. Our purpose-driven culture embraces diversity, collaboration, and innovation, while providing meaningful opportunities for growth and development.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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