Senior Manager, Retail Client Experience

f-directed investors, and clients receiving status updates on key transactions (e.g., trading, money movement).

The Retail Client Experience team's work spans strategy, offer design, product management, process improvement, and execution. Reporting to the Director, Core Retail Client Experience, the individual contributor Senior Manager will be responsible for serving as the Client Experience stakeholder for several initiatives simultaneously. Those responsibilities entail:

• Designing the end-to-end strategy and experience for specific client segments, situations

• Conducting research to gain a deeper understanding of the opportunities that an initiative is focused on

• Developing frameworks and driving to decisions on which opportunities to prioritize

• Setting a vision and a roadmap to get there, in partnership with key stakeholders at Schwab

• Influencing leaders and peers through both verbal and written (PowerPoint) communication to gain alignment on key decisions to advance how Schwab serves clients

• Standing up implementation programs to define requirements and facilitate delivery of the envisioned client experience, including working with relevant technology domains across the firm; engaging in discussions around trade-offs; and providing feedback to partners designing solutions

• Ensuring that the experience we deliver is in line with what the Retail business envisioned

What You Will Gain

• The opportunity to hone your skills across both strategy and execution

• Exposure to leaders in Schwab's Retail business and partner organizations, positioning yourself for an impactful career at Schwab

• Significant variety in the subject matter that you work on, with high visibility to clients and senior leaders at the firm

• A tangible sense of accomplishment, as you see initiatives that you championed come to life and meaningfully improve how clients access the power of investing

What you have

Required

• 4+ years of work experience in Strategy and Client Experience

• Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting information

• Sense of urgency and a proactive approach

• Superior analytical skills, creativity in problem solving, and attention to detail

• Strong proficiency in PowerPoint and Excel

• Personal and professional alignment with Schwab's vision and values, with a strong interest in our busines

Highly Preferred

• Prior experience in financial services, including experience with financial markets, products, and technology

• Bachelors degree

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