Senior Field Operations Manager, Wealth Management Programs

Charles Schwab; Chicago (IL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering

28 days sabbatical after 5 years of服务

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Manager, Field Operations in Chicago to design, implement, and optimize programs across client relationships, sales, and service models for mass affluent to ultra-high-net-worth segments.

You will partner with field leaders and cross-functional teams to improve sales effectiveness, operational scale, and advisor and client experiences, with in-office collaboration and a hybrid work approach.

Qualifications

• 5+ years of professional experience in strategy, analytics, business operations, consulting, sales operations, program management, client experience, or related disciplines.
• Bachelor's degree or 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.

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

Program management

Stakeholder management

Executive communication

Sales operations

Client experience

Education

Bachelor's degree

Job description

Charles Schwab is seeking a Manager, Field Operations in Chicago to design, implement, and optimize programs across client relationships, sales, and service models for mass affluent to ultra-high-net-worth segments.

You will partner with field leaders and cross-functional teams to improve sales effectiveness, operational scale, and advisor and client experiences, with in-office collaboration and a hybrid work approach.