What are the responsibilities and job description for the Senior Manager, Employee Experience & Strategy position at Charles Schwab?
Your opportunity
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 Senior Manager, Employee Experience & Strategy will support leaders and teams across Trading Services. This individual will split their time evenly between 1) employee engagement and experience programs and 2) providing strategic support to leadership through high-quality reporting and presentation materials.
Key responsibilities
This position reports to the Director, Business Strategy, Trading Services, and works closely with executive leadership, employees throughout the Trading Services organization, and key business partners.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site four days per week in the specified locations.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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 Senior Manager, Employee Experience & Strategy will support leaders and teams across Trading Services. This individual will split their time evenly between 1) employee engagement and experience programs and 2) providing strategic support to leadership through high-quality reporting and presentation materials.
Key responsibilities
- Employee engagement (50%)
- Lead our Trading Services Engagement Committee, composed of employees across Trading Services
- Help design, coordinate, and execute initiatives that drive engagement and help us be productive
- Review and analyze Glint engagement survey results, identifying trends, opportunities, and areas for improvement
- Collaborate with HR and team leaders to ensure alignment of engagement programs with organizational goals
- Communicate regularly with staff to solicit feedback, share updates, and promote ongoing engagement activities
- Executive support (50%)
- Prepare executive reporting, collecting information from various partners and data sources, conducting basic data analysis as needed
- Create presentation materials for all-hands meetings, leader speaking engagements, strategy projects, and more
- Write executive summaries of business issues and priorities
- Assist in the development of employee communications
- Contribute to other projects as needed to help support the team
This position reports to the Director, Business Strategy, Trading Services, and works closely with executive leadership, employees throughout the Trading Services organization, and key business partners.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site four days per week in the specified locations.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications
- Bachelor’s degree
- 5 years of experience in business strategy, employee experience, or related roles
- Experience working in the brokerage industry
- Proven ability to build relationships, lead group projects, and work with partners across all levels of the organization
- Comfort working with numbers and spreadsheets, including interpreting data, doing basic analysis, and identifying actionable insights
- Excellent written communication skills, with the ability to create compelling executive-level materials
- Ability to manage multiple priorities, take initiative, and work independently, seeking guidance as needed
- Creativity and a drive to make things fun and interesting
- High level of integrity, discretion, and professionalism
- Proficiency with Microsoft Word, Excel, and PowerPoint
- Experience with and knowledge of trading at Schwab is a plus, but not a requirement
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
