Senior Manager, Retail Client Experience & Strategy

Charles Schwab; Orlando (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off + sabbatical after 5 yrs

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Manager to lead strategic initiatives within the Retail Client Experience team in on-site locations including Orlando. You will uncover client needs, size opportunities, shape experiences, and drive delivery across high-stakes, cross-enterprise projects.

Expect to act as a consultant or program lead, surfacing insights and coordinating work across partners. The role requires strong communication, problem-solving, and relationship-building skills in a fast-paced

Qualifications

• 5+ years of experience in strategy, client experience, product, or execution-focused roles.
• Superior written and verbal communication skills with the ability to present to senior audiences.
• Superior analytical skills, creativity in problem solving, and attention to detail.
• Ability to structure ambiguous problems and translate analysis into clear, actionable recommendations.
• Demonstrated ability to build relationships and influence stakeholders across a complex, matrixed organization.
• Comfort operating in ambiguous, dynamic environments while managing multiple priorities.
• Expert user of PowerPoint and Excel.

Responsibilities

• Lead strategic initiatives across the retail client experience: identify client pain points and opportunities as part of launches, enhancements, or responses to issues in fraud prevention, authentication, and money movement.
• Frame ambiguous problems and drive to insight using hypothesis-driven analysis and stakeholder validation, translating findings into executive-ready recommendations.
• Champion the client perspective using voice-of-the-field and competitive intelligence to expose gaps and size impacts.
• Partner with product, service, risk, compliance, legal, operations, and technology to weigh opportunities and risks and align on outcomes.
• Build compelling, decision-ready communications with clear, concise deliverables.
• Lead day-to-day execution across multiple initiatives, manage timelines, risks, and stakeholder escalation.
• Influence outcomes without direct authority by facilitating meetings with senior stakeholders and gaining cross-business buy-in.
• Model a One Schwab approach by collaborating enterprise-wide and putting clients’ interests first.

Skills

Strategy experience

Client experience

Product/execution focus

Communication skills

Analytical skills

Ambiguity management

Stakeholder influence

PowerPoint & Excel

Tools

PowerPoint

Excel

Job description

Charles Schwab is seeking a Senior Manager to lead strategic initiatives within the Retail Client Experience team in on-site locations including Orlando. You will uncover client needs, size opportunities, shape experiences, and drive delivery across high-stakes, cross-enterprise projects.

Expect to act as a consultant or program lead, surfacing insights and coordinating work across partners. The role requires strong communication, problem-solving, and relationship-building skills in a fast-paced