Senior Manager, Ultra HNW Experience & Strategy

Charles Schwab; Austin (TX); On-site; USD 160,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical program

Paid parental leave and family build

Job summary

Charles Schwab seeks a Senior Manager, Ultra HNW to shape the end-to-end experience for Schwab’s most affluent clients. Translate strategic priorities into roadmaps, solutions, and process improvements while influencing stakeholders and driving execution.

You will partner across Investor Services, Advisor Services, Schwab Bank, Operations, Marketing, and Technology to deliver high-impact initiatives and present findings to senior leadership.

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 actionable recommendations
• Demonstrated 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 (required) or higher

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.

Skills

Strategy development

Client experience

Stakeholder management

Analytical thinking

Executive presentations

Cross-functional leadership

Decision making

Education

Bachelor's degree

MBA

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

Charles Schwab seeks a Senior Manager, Ultra HNW to shape the end-to-end experience for Schwab’s most affluent clients. Translate strategic priorities into roadmaps, solutions, and process improvements while influencing stakeholders and driving execution.

You will partner across Investor Services, Advisor Services, Schwab Bank, Operations, Marketing, and Technology to deliver high-impact initiatives and present findings to senior leadership.