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

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.