Sr Manager, Private Wealth Services - Client Experience

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Schwab Private Wealth Services (SPWS) Client Experience team focuses on designing, evolving, and delivering differentiated and meaningful experiences that continuously challenge the status quo, positioning Schwab as a leader in the Ultra High Net Worth (UHNW) space for clients with more than $10M in assets. SPWS partners closely with key business units – including Investor Services, Advisor Services, Schwab Bank, Operations, Marketing, and Technology – to enhance the end-to-end (E2E) client experience for Schwab’s most affluent families, which make up approximately one-third of total client assets. SPWS provides team members with 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 E2E 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 Senior Manager is charged with delivering thoughtful, insightful, and high-impact contributions across a 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 role requires a driven, strategic, analytical, and execution-focused leader who excels at communicating effectively (both verbal and written) with stakeholders at all levels, developing clear data-driven actionable insights, and driving impactful business outcomes 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 cross-functional activation and execution with business partners
• Analysis: Conduct clear, consistent, fact-based analysis to inform key business decisions
• Prioritization: Optimize the allocation of scarce resources to the highest value SPWS client experience issues
• Communication: Develop high-impact presentations for key audiences, including executive leadership
• Partnership: Cultivate and maintain strong relationships with business partners across Schwab’s enterprises to inform and align strategy work, and to actively support the transition from recommendation to execution
  
  

What You’ll Gain

• Opportunity to influence key strategic decisions that are shaping the direction of SPWS
• Significant exposure to a wide range of business leaders and executives, positioning yourself for an impactful career at Schwab
• Build 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 Are Good At

• 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 roadmapping
• Planning and executing large, complex projects
• Documenting relevant business stories to communicate business strategies and recommendations
• Execute on business strategy, leading and supporting project initiatives, including client and rep experiences (e.g., new product, learning & development content, etc.)
• Partnering with key stakeholders, and hearing and synthesizing feedback, to develop and document a business or strategic concept (e.g., into a PowerPoint deck)
• Socializing business ideas and recommendations to audiences of all levels
• Maintaining perspective on strategic implications of key developments in the external environment, industry trends, and competitor action
  
  

What you have

What You Have

• 7 years of work experience, including 2 years of experience in strategy
• Bachelor’s degree; MBA (preferred)
• A client-centric mindset – keeps client needs at the forefront of decisions, connects plans and actions to our purpose of serving clients
• Superior analytical and problem-solving skills – able to conduct complex quantitative analysis and distill insights from analyses and identify second order implications, creativity in problem solving, and attention to detail
• Exceptional written and verbal communication abilities – demonstrated experience developing materials and presenting to executive audiences
• Comfort dealing with ambiguity in a dynamic and fast-moving work environment
• Ability to manage multiple projects that vary in scope and complexity
• Strong sense of urgency and proactive approach
• Expert proficiency in PowerPoint and Excel
  
  

Preferred

• Business and management consulting experience
  
  

What’s in it for you

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