Senior Manager, Ultra- HNW Client Experience & Strategy

Charles Schwab Inc.; Westlake (TX); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking a Senior Manager, Ultra HNW within the Schwab Private Wealth Services Client Experience & Strategy team. The role focuses on shaping end-to-end experiences for Schwab’s Ultra High Net Worth clients and translating priorities into actionable roadmaps, with cross-functional collaboration across operations, product, marketing and technology.

The position demands strategic thinking, strong analytical skills, and the ability to influence stakeholders to deliver

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 skills, including quantitative analysis and translating findings into recommendations
• Ability to develop clear written materials and deliver persuasive presentations to executive audiences
• Ability to manage multiple priorities in a dynamic, ambiguous environment
• Bachelor's degree; MBA preferred for advanced roles

Responsibilities

• Shape the end-to-end client experience strategy for the SPWS Ultra High Net Worth segment.
• Translate strategic priorities into actionable roadmaps, solutions, and process improvements.
• Lead complex, high-impact projects from analysis through execution.
• Analyze business and client needs to identify opportunities and develop recommendations.
• Partner across business, operations, marketing, product, and technology to move strategies into action.
• Prioritize investments and align resources on high-value client initiatives.
• Communicate complex information and stakeholder feedback to executives clearly.

Skills

Strategy development

Client experience

Stakeholder management

Data analysis

Executive communication

Education

Bachelor's degree

Master’s degree (MBA)

Tools

Microsoft PowerPoint

Microsoft 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(s).

The Schwab Private Wealth Services (SPWS) Client Experience team designs and delivers differentiated experiences for Ultra High Net Worth clients with more than $10 million in assets. The team partners across Investor Services, Advisor Services, Schwab Bank, Operations, Marketing, and Technology to enhance the end-to-end experience for some of Schwab’s most affluent clients.

The team’s work spans strategy and integration, offer design, product management, and process improvement, providing an opportunity to contribute to high-impact strategic initiatives while gaining exposure to senior leadership.

As a Senior Manager, Ultra HNW on the Client Experience & Strategy team, you will help shape the end-to-end experience for Schwab’s most affluent clients. You will translate strategic priorities into actionable roadmaps, solutions, and process improvements while contributing to complex, high-impact initiatives.

This role requires a client-centered, strategic, analytical, and execution-focused mindset, along with the ability to influence stakeholders, solve complex problems, and turn insights into action.

Key Responsibilities:

• Strategy & Road mapping: Shape the future-state vision and develop actionable near-term strategies and roadmaps.
• Strategic Initiatives: Lead and support complex, high-impact projects from analysis and planning through execution.
• Data-Driven Insights: Analyze business and client needs to identify opportunities and develop actionable recommendations.
• Client Experience: Help define and strengthen the end-to-end experience for the SPWS client segment.
• Cross-Functional Execution: Partner across business, operations, marketing, product, and technology to move strategies into action.
• Prioritization: Help leaders evaluate opportunities, prioritize investments, and focus resources on the highest-value client experience initiatives.
• Executive Communication: Translate complex information and stakeholder feedback into clear recommendations, compelling business stories, and executive-level presentations.
• Relationship Management: Build strong partnerships across the organization to gain alignment and support successful execution.

What You’ll Be Good At:

• Developing a strong understanding of affluent client needs and identifying opportunities to improve products, services, and experiences.
• Defining business strategies and translating recommendations into practical actions and roadmaps.
• Solving complex business problems using thoughtful, fact-based analysis.
• Leading strategic initiatives across client and representative experiences.
• Synthesizing diverse perspectives and stakeholder feedback into clear recommendations.
• Communicating effectively and influencing stakeholders at all levels of the organization.
• Monitoring industry trends, competitive activity, and external developments to understand potential strategic implications.

What you have

Required 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 skills, including the ability to conduct quantitative analysis, identify broader implications, and translate findings into actionable recommendations
• Demonstrated ability to develop clear written materials and deliver persuasive presentations to executive audiences
• Ability to manage multiple priorities and make effective decisions in a dynamic, ambiguous environment
• Bachelors degree

Preferred Qualifications:

• Master of Business Administration
• Experience with journey mapping, process mapping, project management, strategic planning, and process improvement
• Demonstrated client experience skills, with the ability to connect business decisions and actions to client needs and measurable outcomes
• Ability to build collaborative relationships and align cross-functional stakeholders around shared strategies, priorities, and execution plans
• Ability to synthesize business-partner feedback, external trends, and competitive developments into clear strategic concepts
• Strong initiative, adaptability, attention to detail, and results orientation
• Expert proficiency with Microsoft PowerPoint and Microsoft Excel

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

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.