Director, Retail Client Experience – Product Integration (PL)

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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. 

The Director of Charles Schwab's Retail Client Experience team is responsible for executing market leading experiences in support of our investors and the professionals that serve them. This role is responsible for understanding client needs to uncover opportunities that will improve or evolve our products and offerings, gaining a deep understanding of our client needs to be able to assess the impact of opportunities, driving the optimal client and representative experiences associated with initiatives and managing implementation and delivery.

This Director will lead a team that will support the development of business and client experiences working with our product partners across the firm. This role is charged with delivering high impact contributions across a range of “high-stakes” strategic deliverables. They will build relationships with a wide range of stakeholders at all levels of the organization and across Schwab’s businesses. This individual must be a self-starter and a thought leader, approaching issues with a client-first mentality and leading stakeholders through structured decision-making processes. The individual must be able to manage multiple programs, or workstreams within one program, prioritize resources effectively, cultivate strong partnerships, influence others outside their immediate team to execute on decisions made, and clearly communicate with superior PowerPoint skills. This person will have a curious mind with a can-do attitude and think critically to articulate and solve problems, understand complex issues, and thrive in a complex, dynamic environment.  They will rapidly comprehend complex situations and demonstrate an ability to distill decision optionality to leadership for strategic alignment.

What you will gain:

• Opportunity to participate in major initiatives for the firm to drive growth
• Meaningful exposure to a wide range of business leaders and executives, including strong support for further career development at Schwab
• Further develop skill set to drive structured problem solving, conduct robust analysis and influence decisions
• Develop credibility and rapport with key business partners as you learn more about Schwab business lines through work stream deliverables
• Experience in leading high performing individuals

What you will do:

• Lead strategic initiatives, partnering with internal stakeholders including sales operations, product partners, technology, legal, compliance, and supervision to develop a point of view on cross-organizational decisions, develop executive-level materials to support these topics, and effectively drive decisions across a diverse set of stakeholders with unique needs.
• Partner with Product Owner(s) to develop a target future state and strategic roadmap for the key initiatives, and partner across the firm to secure resources and alignment of projects to future state.
• Research and analyze industry trends and evaluate applicability and competitive advantage/disadvantage

What you have

Required:

• 5+ years of work experience in strategy and/or client experience execution work required (Consulting experience is a plus)
• 3+ years of required work experience on Securities Lending/Banking Products
• Bachelor’s degree
• Expert user of PowerPoint and Excel

Preferred:

• Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting information to senior leadership
• High degree of comfort dealing with ambiguity in a dynamic and fast-moving work environment
• Superior analytical skills, creativity in problem solving, and attention to detail
• Personally, and professionally aligned with Schwab’s vision and values, and a strong interest in financial services

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