Senior Manager, Ultra HNW Client Experience & Strategy

Charles Schwab Corporation; 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

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