Senior Manager, Ultra HNW Client Experience & Strategy

Charles Schwab; Omaha (NE); On-site; USD 140,000 - 220,000; Full time

Benefits offered by this job

Bonus opportunities

Hybrid work model

Job summary

Charles Schwab is seeking a Senior Manager, Ultra HNW to shape the end-to-end client experience for Schwab’s most affluent clients. You will translate strategic priorities into actionable roadmaps and drive high-impact initiatives across cross-functional teams.

This role requires strategic, analytical thinking and executive-level communication, with a track record leading large programs, guiding stakeholders, and delivering measurable improvements.

Qualifications

• 7+ years of professional experience, including 4+ years in strategy and/or client experience; management consulting preferred.
• Experience leading large, complex initiatives through planning, analysis, stakeholder alignment, and execution.
• Demonstrated analytical thinking and problem-solving with quantitative analysis and actionable recommendations.
• Ability to develop clear written materials and deliver persuasive presentations to executive audiences.
• Ability to manage multiple priorities and make decisions in a dynamic environment.
• Bachelor's degree required.

Responsibilities

• Shape the future-state vision and develop actionable near-term roadmaps.
• Lead and support complex, high-impact projects from analysis to execution.
• Analyze business and client needs to identify opportunities and develop recommendations.
• Help define and strengthen the end-to-end client experience for the SPWS segment.
• Partner across business, operations, marketing, product, and technology to move strategies into action.
• Prioritize investments and focus resources on high-value initiatives.
• Translate stakeholder feedback into clear recommendations and executive-level presentations.
• Build strong partnerships across the organization to gain alignment.

Skills

Strategy leadership

Client experience

Analytical thinking

Executive presentations

Stakeholder management

Cross-functional collaboration

Prioritization

Education

Bachelor's degree

MBA

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

Charles Schwab is seeking a Senior Manager, Ultra HNW to shape the end-to-end client experience for Schwab’s most affluent clients. You will translate strategic priorities into actionable roadmaps and drive high-impact initiatives across cross-functional teams.

This role requires strategic, analytical thinking and executive-level communication, with a track record leading large programs, guiding stakeholders, and delivering measurable improvements.