Senior Manager, Ultra- HNW Client Experience & Strategy

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

Benefits offered by this job

401(k) with company match

Paid sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Manager, Ultra HNW on the Client Experience & Strategy team. You will shape the end-to-end client experience for Schwab’s most affluent clients, translating strategic priorities into actionable roadmaps and process improvements while influencing stakeholders across the organization.

The role requires strategic, analytical, and execution-focused mindset with the ability to drive high-impact initiatives and communicate effectively with executive audiences.

Qualifications

• 7+ years of professional experience in strategy or client experience roles.
• Experience leading large, complex initiatives with planning, analysis, and execution.
• Ability to translate insights into actionable recommendations for senior audiences.
• Proven ability to develop clear written materials and persuasive executive presentations.
• Ability to manage multiple priorities in a dynamic environment.

Responsibilities

• Shape the end-to-end client experience for Ultra High Net Worth clients.
• Translate strategic priorities into actionable roadmaps and initiatives.
• Lead cross-functional projects across business, operations, marketing, product, and technology.
• Define and communicate executive-level recommendations and business case stories.
• Build and maintain strong partnerships to gain alignment for execution.

Skills

Strategic thinking

Analytical thinking

Executive communication

Stakeholder management

Leadership

Education

Bachelor'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.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance