Senior Manager, Private Markets & Forge Integration

Charles Schwab; Indianapolis (IN); On-site; USD 130,000 - 170,000; Full time

Job summary

Charles Schwab in Indianapolis is seeking a Senior Manager to lead the Forge Integration strategy and end-to-end client experience for Private Markets. You will partner with stakeholders across technology, Retail and Advisor Services, shaping a roadmap to embed Forge into Schwab’s platform and channels.

This role combines strategic leadership with hands-on delivery and stakeholder influence to drive a high-impact client experience.

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.

Responsibilities

• 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.

Skills

PowerPoint

Excel

Communication skills

Strategic thinking

Analytical skills

Ambiguity tolerance

Proactive approach

Client experience focus

Education

Bachelor’s degree

Job description

Charles Schwab in Indianapolis is seeking a Senior Manager to lead the Forge Integration strategy and end-to-end client experience for Private Markets. You will partner with stakeholders across technology, Retail and Advisor Services, shaping a roadmap to embed Forge into Schwab’s platform and channels.

This role combines strategic leadership with hands-on delivery and stakeholder influence to drive a high-impact client experience.