Sr Manager, Client Intelligence & Lead Management

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 locations.

The Retail Sales & Service Effectiveness team streamlines workflows and delivers meaningful process and experience improvements that empower field professionals to deepen client relationships. We are seeking a Senior Manager of Client Intelligence to lead initiatives across client insights and lead management.

What You'll Do

• Own Sales Lead Management capabilities, including lead routing and integration of new lead sources.
• Develop client engagement prioritization using business rules, client signals, data, and predictive capabilities.
• Support the design and migration of client intelligence capabilities to Salesforce Financial Services Cloud.
• Shape the Salesforce homepage strategy around Sales Process & Pipeline Standards and sales professional needs.
• Translate client and business data into actionable recommendations that improve engagement, efficiency, and growth.
• Develop business cases, roadmaps, and executive-level narratives.
• Influence senior leaders and build alignment across sales, product, technology, data, and analytics partners.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required:

• 7+ years in financial services, with direct experience in strategy, sales operations, product management, marketing or client experience
• Technology fluency with the ability to partner effectively with product and technology teams
• Experience with Salesforce from a business or product perspective
• Strong ability to build relationships, influence stakeholders, and drive alignment across multiple organizations.
• Proven success managing complex initiatives from strategy through implementation.
• Exceptional written, verbal, and presentation communication skills.
• Strong analytical skills with experience interpreting data and translating insights into actionable recommendations.
• Comfort working in ambiguous environments and defining structure where none exists

Why You're Set Up for Success

This role provides clear ownership of high-impact capabilities and direct partnership across sales, product, technology, data, analytics, and senior leadership. The work connects strategy to execution and provides the opportunity to improve the sales professional experience, client engagement, operational efficiency, and growth.

The Skills You Bring

• Strategic Thinking: Connect business opportunities to strategy and develop recommendations, roadmaps, and business cases.
• Analytical Thinking: Build structured frameworks, assess data, identify meaningful signals, and determine the so what.
• Client Focus: Keep clients and sales professionals at the center of decisions and solutions.
• Executive Storytelling: Translate complex analysis into compelling executive-ready narratives.
• Communication: Manage clear messaging across teams, workstreams, and leadership audiences.
• Relationship Building: Establish trusted cross-functional partnerships.
• Influence and Negotiation: Align stakeholders and build consensus without relying solely on formal authority.
• Technology Fluency: Engage in Salesforce, platform, architecture, data, and workflow.
• Innovation and Discovery: Evaluate emerging technologies and data sources for practical business value.
• Bias for Action: Overcome obstacles and execute effectively under tight timelines.
• Adaptability and Curiosity: Learn unfamiliar systems and adjust as priorities evolve.

Skills-Based Success Profile

• Relevant experience may come from strategy, sales operations, product management, management consulting, financial services, analytics, technology transformation, or client-facing leadership. Candidates do not need one specific career path when their experience demonstrates the skills needed to perform successfully.

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