Senior Manager, Offer and Client Experience – Forge Integration

Charles Schwab; New York (NY); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation, volunteering

Sabbatical after 5 years of service

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab is seeking a Senior Manager to lead Forge Integration efforts for Private Markets. You’ll partner across Retail, Advisor Services, and technology teams to design end-to-end client experiences and define the long-term Forge integration roadmap.

Based in New York, this on-site role emphasizes collaboration, strategic thinking, and stakeholder influence to deliver scalable solutions that broaden access to Schwab’s Private Markets offerings.

Qualifications

• 4+ years of work experience in Strategy and/or Client Experience.
• Bachelor’s degree.
• Strong sense of urgency and proactive approach.
• High degree of comfort dealing with ambiguity in a dynamic and fast-moving work environment.
• Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting information.
• Superior analytical skills, creativity in problem solving, and attention to detail.
• Strong proficiency in PowerPoint and Excel.
• Strategic and structured thinking.
• Personal and professional alignment with Schwab’s vision and values, with a strong interest in our business.

Responsibilities

• Help design the Private Markets strategy, offer, and end-to-end experience for Retail and Advisor Services clients.
• Define the long-term vision for integrating Forge into our platform and digital channels, including a roadmap to get there, in partnership with key stakeholders at Schwab.
• Stand up implementation programs to define requirements and facilitate delivery of the envisioned client experience, including working with relevant technology domains across the firm; engaging in discussions around trade-offs; and providing feedback to partners designing solutions.
• Ensure that the experience that is ultimately delivered is in line with what the Retail and Advisor Services businesses envisioned.

Skills

Strategy and/or Client Experience

Urgency and proactivity

Ambiguity tolerance

Communication skills

Analytical skills

PowerPoint

Excel

Structured thinking

Values alignment

Education

Bachelor’s degree

Tools

Excel

Job description

Your opportunity

At Schwab, you’re 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.

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.

The Forge Integration team has a dual mandate: successfully integrate Forge into Schwab and help build the future of Schwab's private markets business. This includes aligning systems, processes, and teams across both firms while developing and supporting the products, platforms, and client experiences that will expand access to private markets for Schwab clients over time.

Reporting to the Director of the Forge Integration, the Senior Manager (individual contributor) will support the strategy and development and execution of the Private Markets offer and experiences supporting the integration.

The Senior Manager will:

• Help design the Private Markets strategy, offer, and end-to-end experience for Retail and Advisor Services clients
• Help define the long-term vision for integrating Forge into our platform and digital channels, including a roadmap to get there, in partnership with key stakeholders at Schwab
• Stand up implementation programs to define requirements and facilitate delivery of the envisioned client experience, including working with relevant technology domains across the firm; engaging in discussions around trade-offs; and providing feedback to partners designing solutions
• Ensure that the experience that is ultimately delivered is in line with what the Retail and Advisor Services businesses envisioned

The Senior Manager will work as part of a small collaborative team. They will build relationships with a wide range of stakeholders at all levels of the organization and across Schwab’s businesses. This individual must be a self-starter and a thought leader, approaching issues with a client-first mentality and leading stakeholders through structured decision-making processes. The individual must be able to cultivate strong partnerships and influence others outside their immediate team to execute decisions made.

What You Will Gain

• Opportunity to participate in a high visibility initiative for the firm to enable access to Private Markets for Schwab clients
• The opportunity to hone your skills across both strategy and execution
• Exposure to leaders in Schwab’s SIPSS, Retail, and Advisor Services businesses and partner organizations, positioning yourself for an impactful career at Schwab
• A tangible sense of accomplishment, as you see initiatives that you champion come to life and meaningfully improve how clients access Private Markets

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications

• 4+ years of work experience in Strategy and/or Client Experience
• Bachelor’s degree
• Strong sense of urgency and a proactive approach
• High degree of comfort dealing with ambiguity in a dynamic and fast-moving work environment
• Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting information
• Superior analytical skills, creativity in problem solving, and attention to detail
• Strong proficiency in PowerPoint and Excel
• Strategic and structured thinking
• Personal and professional alignment with Schwab’s vision and values, with a strong interest in our business

Preferred Qualifications

• Prior integration experience
• Prior financial services industry experience

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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