Senior Manager, Retail Experience Strategy

Charles Schwab; Dallas, Westlake (TX, TX); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Job summary

Charles Schwab seeks a Senior Manager to deliver market-leading experiences for individual investor clients within the Retail Client Experience team. You will uncover client needs, size opportunities, shape the client journey, and drive delivery across high-stakes, cross-enterprise projects.

You may act as a consultant, researcher, or program lead depending on the initiative. In this role, you will manage multiple workstreams, communicate with executive presence, and leverage voice-of-the-field

Qualifications

• 5+ years of experience in strategy, client experience, product, or execution-focused roles.
• Superior written and verbal communication skills with impact to senior audiences.
• Superior analytical skills with strong 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 matrixed org.
• Comfort operating in a dynamic, ambiguous environment 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 in product launches, capability enhancements, or fraud prevention, authentication, and money movement.
• Frame ambiguous problems and drive to insight using hypothesis-driven analysis and stakeholder validation; translate findings into executive-ready recommendations.
• Champion the client perspective using voice-of-the-field and competitive intelligence to expose product gaps and determine impact.
• Partner with product, service, risk, compliance, legal, operations, and technology to balance opportunities, costs, benefits and risks for optimal client outcomes.
• Build compelling, decision-ready communications that turn complexity into action and articulate the 'so what' for leadership.
• Lead day-to-day execution across multiple initiatives: drive timelines, anticipate risks, flag issues early, and escalate when needed.
• Influence outcomes without direct authority by coordinating with senior stakeholders and aligning cross-enterprise partners.
• Model a One Schwab approach by collaborating enterprise-wide and keeping client interests first.

Skills

Strategic thinking

Client experience

Communication skills

Analytical skills

Problem solving

Stakeholder influence

Adaptability

Tools

PowerPoint

Excel

Job description

Charles Schwab seeks a Senior Manager to deliver market-leading experiences for individual investor clients within the Retail Client Experience team. You will uncover client needs, size opportunities, shape the client journey, and drive delivery across high-stakes, cross-enterprise projects.

You may act as a consultant, researcher, or program lead depending on the initiative. In this role, you will manage multiple workstreams, communicate with executive presence, and leverage voice-of-the-field