What are the responsibilities and job description for the Sr. Manager, Business Strategy position at Charles Schwab?
Your opportunity
At Schwab, you are 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.
The Business Strategy team within Schwab’s Client Service & Support organization enables leaders across the service organization to explore and set strategy, prioritize our investments, understand the perspective of our clients, and tell our strategic story along the way. As a Senior Manager, Client Service Transformation Strategy, you will be charged with delivering thoughtful and insightful contributions across a range of high-stakes strategic results for the service organization. You will work across the Retail organization alongside senior leaders and a hardworking team of strategy and industry veterans who are defining the Schwab of the future.
As a Senior Manager You Will
What You Are Good At
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:
At Schwab, you are 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.
The Business Strategy team within Schwab’s Client Service & Support organization enables leaders across the service organization to explore and set strategy, prioritize our investments, understand the perspective of our clients, and tell our strategic story along the way. As a Senior Manager, Client Service Transformation Strategy, you will be charged with delivering thoughtful and insightful contributions across a range of high-stakes strategic results for the service organization. You will work across the Retail organization alongside senior leaders and a hardworking team of strategy and industry veterans who are defining the Schwab of the future.
As a Senior Manager You Will
- Represent CS&S with digital partners to highlight client pain points and help develop solutions to reduce call volumes.
- Build relationships with retail digital teams and act as a subject matter expert on the client experience through a call center lens.
- Drive direction: Provide thought leadership and drive effective decision making, prioritization, alignment across the organization.
- Perform analysis and develop recommendations: Drive analysis, synthesize findings, identify gaps, recommend improvement actions by interpreting complex data sets to uncover trends and insights that drive decision making process and shape business strategies.
- Manage strategy projects: Partner with cross functional teams to drive actions, bring strategy to life and deliver results using strategic frameworks and project management techniques, leading people through uncertainty, balancing multiple and potentially conflicting priorities and identifying and managing sophisticated dependencies.
- Influence and communicate: Lead executive level communication and influence cross-functional stakeholders through distillation and synthesis of data to tell a clear and compelling narrative for multiple audiences.
- Oversee strategic business initiatives from ideation through successful execution.
What You Are Good At
- Self-motivated and driven, with a relentless pursuit to follow through from start to execution.
- Superior analytical skills, research driven, and attention to detail.
- Thrive on initiating, building, and cultivating strong authentic relationships inside and outside the group, navigates and activates alignment across organizational silos.
- Hunger to learn about our retail business, our processes, and our rep’s needs.
- Working independently to deliver insights in a fast-paced and ever evolving environment
- 5 years experience in Financial Services and/or Call center experience
- Bachelor’s degree required
- High Proficiency with MS Office Products (PowerPoint, Excel, Word, etc.)
- Demonstrated success supporting delivery for concurrent projects
- Proven ability to write clearly, succinctly, and in a manner that appeals to a wide audience
- Confidence dealing with ambiguity in a dynamic and fast paced work environment
- Ability to interpret and analyze data to support decision making
- MBA or Master’s degree
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
