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.
The Schwab Private Wealth Services (SPWS) Client Experience team is focused on designing, evolving, and delivering differentiated and meaningful experiences that continuously challenges the status quo, positioning Schwab as a leader in the Ultra High Net Worth (UHNW), clients with more than $10M in assets. SPWS partners closely with key enterprises (e.g., Investor Services, Advisor Services, Schwab Bank, Operations, Marketing, Technology, etc.) to improve the end-to-end client experience for Schwab’s most affluent families, which make up approximately one-third of total client assets. SPWS provides team members an unparalleled opportunity to work on major strategic issues confronting a critical client segment, while gaining visibility among the firm's executive leadership.
The SPWS Client Experience team is responsible for defining and evolving the end-to-end (E2E) SPWS experience for clients with $10 million or more in Retail assets, which spans across strategy and integration, offer design, product management, and process improvement. Reporting to a Director of SPWS Client Experience within SPWS, the Director role is charged with ownership of a wide range of “high stakes” strategic projects, as well as joining efforts in supporting the E2E SPWS client experience (i.e., across a variety of product offerings and solutions and process improvements).
This individual must be a self-starter, leader with vision, curious, strategic, execution focused, a creative problem solver, able to communicate with influence in both written and oral manners, able to prioritize resources effectively, and develop clear, data-driven insights and analyze information for clear, fact-based decisions while cultivating strong partnerships. They will establish relationships with a wide range of stakeholders at all levels of the organization and across Schwab’s enterprises.
The team is responsible for
Ownership: Drive the end-to-end experience for the SPWS segment at Schwab Strategy: Envision the future and crystallize the near-term road map Quarterback: Coordinate with business partners to execute and activate Analysis: Conduct clear, consistent, fact-based analysis to inform key business decisionsPrioritization: Optimize the allocation of scarce resources to the highest value SPWS client experience issuesCommunication: Develop high impact presentations for key audiences, including executive leadershipPartnership: Cultivate strong relationships with business partners across the company to inform and align strategy work, and to actively support the transition from recommendation to executionKey Responsibilities in this role include:
Developing an in-depth understanding of the ways Schwab serves SPWS clients, and key ways we can improve the quality of products and services Defining impactful business strategies for Schwab’s most affluent client segment, including strategic roadmappingPlanning and executing large, complex projectsDeveloping relevant business stories to communicate business strategies and recommendationsExecute on business strategy, leading and supporting project initiatives, including client and rep experiences (e.g., new product, learning & development content, etc.)Demonstrated success in building strong internal and external partnerships and providing coaching and guidance to varied stakeholders.Thrives on initiating, building, and cultivating strong authentic relationships inside and outside the group; highly collaborative; navigates and activates alignment across organizational silos.Relationship-oriented leader who manages complex, multistakeholder issues with resilience, embraces others’ perspectives and understands the limits to their own points of view.Ability to think creatively to streamline or reimagine existing processes and influence to drive a vision while being mindful of stakeholders’ needs and requirements.Socializing business ideas and recommendations to audiences of all levelsMaintaining perspective on strategic implications of key developments in the external environment, industry trends, and competitor actionsWhat you’ll gain
Opportunity to influence key strategic decisions that are shaping the direction of SPWSSignificant exposure to a wide range of business leaders and executives, positioning yourself for an impactful career at SchwabBuild relationships across IS, AS and beyond, enabling a strong understanding of Schwab’s wealth management capabilities for SPWS, positioning you as a subject matter expert What you have 10 years of work experience, including 5+ years of experience in strategyBachelor’s degree; MBA (preferred)A client-centric focus – keeps client at the forefront of decisions, connects plans and actions to our purpose of serving clientsSuperior analytical skills (i.e., conduct complex quantitative analysis and distill insights from analyses and identify second order implications), creativity in problem solving, and attention to detail Outstanding communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to executive audiencesComfort dealing with ambiguity in a dynamic and fast-moving work environmentAbility to manage multiple projects that vary in scope and complexity Strong sense of urgency and proactive approachExpert user of PowerPoint and Excel
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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