Ultra HNW Client Experience Strategy Lead

Charles Schwab; Orlando (FL); Sur place; USD 140 000 - 190 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Paid vacation, volunteering, and sabb.

Parental leave and family benefits

Tuition reimbursement

Health, dental, vision insurance

Sabbatical after 5 years

Résumé du poste

Charles Schwab seeks a Senior Manager, Ultra HNW on the Client Experience & Strategy team to translate strategic priorities into actionable roadmaps and solutions for Schwab’s Ultra High Net Worth clients. You’ll influence stakeholders, lead high-impact initiatives, and shape end-to-end client experiences across multiple business lines.

You will collaborate with Investor Services, Advisor Services, Schwab Bank, Operations, Marketing, and Technology, and report to the SPWS Client Experience team.

Qualifications

• 7+ years of professional experience, including 4+ years in strategy and/or client experience.
• 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.
• Proven ability to develop clear written materials and deliver persuasive presentations to executives.
• Ability to manage multiple priorities in a dynamic environment.
• Bachelor's degree required.

Responsabilités

• Strategy & Road mapping: Shape future-state vision and develop actionable roadmaps.
• Strategic Initiatives: Lead and support complex, high-impact projects from analysis to execution.
• Data-Driven Insights: Analyze client needs to identify opportunities and provide recommendations.
• Client Experience: Define and strengthen end-to-end experience for the SPWS client segment.
• Cross-Functional Execution: Partner across business, operations, marketing, product, and technology.
• Prioritization: Help leaders evaluate opportunities and allocate resources.
• Executive Communication: Translate complex information into clear business stories for executives.
• Relationship Management: Build partnerships across the organization.

Connaissances

Strategic thinking

Data-driven analysis

Executive communication

Stakeholder management

Presentation skills

Problem solving

Cross-functional collaboration

Leadership of large programs

Formation

Bachelor's degree

Master of Business Administration

Outils

Microsoft PowerPoint

Microsoft Excel

Description du poste

Charles Schwab seeks a Senior Manager, Ultra HNW on the Client Experience & Strategy team to translate strategic priorities into actionable roadmaps and solutions for Schwab’s Ultra High Net Worth clients. You’ll influence stakeholders, lead high-impact initiatives, and shape end-to-end client experiences across multiple business lines.

You will collaborate with Investor Services, Advisor Services, Schwab Bank, Operations, Marketing, and Technology, and report to the SPWS Client Experience team.