Senior Manager, Ultra- HNW Client Experience & Strategy
About The Position
The Senior Manager, Ultra HNW on Schwab Private Wealth Services’ Client Experience & Strategy team helps shape the end-to-end experience for Ultra High Net Worth clients with more than $10 million in assets. The role translates strategic priorities into actionable roadmaps, solutions, and process improvements, and contributes to complex, high-impact initiatives. The team works across Investor Services, Advisor Services, Schwab Bank, Operations, Marketing, and Technology on strategy and integration, offer design, product management, and process improvement. This position is intended to work on site in the specified location(s). The role is eligible for bonus or incentive opportunities in addition to the salary range.
Requirements
- 7+ years of professional experience, including 4+ years in strategy and/or client experience.
- Experience leading large, complex initiatives through planning, analysis, stakeholder alignment, and execution.
- Demonstrated analytical thinking and problem-solving skills, including quantitative analysis and translating findings into actionable recommendations.
- Ability to develop clear written materials and deliver persuasive presentations to executive audiences.
- Ability to manage multiple priorities and make effective decisions in a dynamic, ambiguous environment.
- Bachelor’s degree.
Nice To Haves
- Management consulting experience is preferred.
- Master of Business Administration.
- Experience with journey mapping, process mapping, project management, strategic planning, and process improvement.
- Client experience skills, including connecting business decisions and actions to client needs and measurable outcomes.
- Ability to build collaborative relationships and align cross-functional stakeholders around shared strategies, priorities, and execution plans.
- Ability to synthesize business-partner feedback, external trends, and competitive developments into strategic concepts.
- Strong initiative, adaptability, attention to detail, and results orientation.
- Expert proficiency with Microsoft PowerPoint and Microsoft Excel.
Responsibilities
- Shape the future-state vision and develop actionable near-term strategies and roadmaps.
- Lead and support complex, high-impact projects from analysis and planning through execution.
- Analyze business and client needs to identify opportunities and develop actionable recommendations.
- Help define and strengthen the end-to-end experience for the SPWS client segment.
- Partner across business, operations, marketing, product, and technology to put strategies into action.
- Help leaders evaluate opportunities, prioritize investments, and focus resources on high-value client experience initiatives.
- Translate complex information and stakeholder feedback into clear recommendations, business stories, and executive-level presentations.
- Build organizational partnerships to gain alignment and support successful execution.
- Develop an understanding of affluent client needs and identify opportunities to improve products, services, and experiences.
- Monitor industry trends, competitive activity, and external developments for potential strategic implications.
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
