High Net Worth Lending Strategy, Senior Manager

approach with specialized expertise to serve their needs.

Reporting into the Director of Business Strategy, the HNW Lending Strategy, Senior Manager will be responsible for developing plans to expand our HNW lending capabilities and aid in establishing the strategic direction for our overall CSPB offering. The Senior Manager will work closely with internal and external partners to develop analysis, deliver thoughtful, insightful, and high impact contributions across a range of "high-stakes" strategic deliverables. This role offers the opportunity to build in-depth knowledge across Schwab Banking and Trust Services through immediate involvement in key initiatives.

Unleash your expertise: what you're good at:

• Work with internal partners on strategic planning and aid in the expansion of the Senior Lending Team (SLT), comprised of professionals from sales, operations, credit and legal.

• Structure and lead efforts to craft and enhance service models to better meet HNW client borrowing needs and serve as a point of collaboration for business partners across the company.

• Deliver data-driven insights and produce recommendations to support strategic direction and business prioritization.

• Perform regular and ad-hoc quantitative and qualitative analyses across and within CSPB, as required by specific projects.

• Develop presentations for senior leadership to socialize ideas, team strategies, results, and programs.

• Lead cross-channel initiatives to increase efficiency and improve the client experience.

• Perform competitive analysis and evaluate industry trends to closely align our strategic goals to what is being offered in the HNW marketplace to support expanded product offerings.

• Identify and ensure tracking of key metrics.

• Identify opportunities to enhance the end-to-end lending experience based on partner, client, representative and advisor feedback.

• Support Sales Enablement functions with field sales leadership.

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 required.

• A minimum of 5 years' experience in banking and lending, mortgage, securities based lending, or strategy.

• Highly skilled in creating resources and presentation materials in Microsoft applications; Excel, PowerPoint, and Word.

• A thorough understanding of HNW client banking needs and industry knowledge of various wealth management offerings.

• Project management skills with the ability to organize and manage multiple priorities through to completion.

• Highly client-oriented with demonstrated leadership, relationship-building, collaboration, and sales skills.

• Ability to lead cross functional teams, work efficiently in a matrixed environment and synthesize diverse points of view into well-formulated recommendations and plans.

• Strong analytical and conceptual skills; ability to gather data and use it to develop logical and well-conceived solutions.

• Results orientation and ability to take initiative and effectively distill strategy, analytics, and varied sets of input to drive to decisions and follow through to execution.

• Ability to frame issues and needs from the client's perspective; possess a natural bias to conceptualize solutions based on a keen understanding of client needs and client experience.

Preferred Qualifications:

• Superior communication skills both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences.

• Ability to think strategically and to translate ideas and plans into actions and tactics.

• Exceptional analytical ability for gathering and interpreting complex data including a track record of process improvement.

• Effective interpersonal skills, including ability to understand needs, develop recommendations, influence partners, and move strategies forward

• Financial Services industry experience is preferred with banking or product development a plus

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

Critical Success Factors:

• Must enjoy strategy work with experience in program and project management

• A bias for action with the ability to overcome obstacles and successfully execute on multiple projects simultaneously in a self-directed environment

• Robust leadership skills - the ability to influence at all levels of the organization and gain support of cross-functional partners to execute on product plans and marketing initiatives

• Responds resourcefully to ambiguity and leans into opportunities for improvement

• Capable of working with a diverse range of partners and proactive, can-do attitude

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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