Charles Schwab Sr. Manager , Digital Offer Management in Lone Tree, Colorado

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Sr. Manager will serve a key role in defining the strategy, designing, and managing the self-directed experience for clients at Schwab. The Sr. Manager will report into the Digital Offer Management group which is responsible for setting the vision for the digital-centric modern wealth management experience that makes it easy to do business with Schwab and engage self-directed clients. The group collaborates across Schwab’s business enterprises and works with a wide range of internal stakeholders including IT, operations, sales and service, strategy and marketing.

What you’ll do:

You will engage with an experienced cross-disciplinary team to understand and design an experience for self-directed clients. You are creative, responsive, and flexible, and able to succeed within a collaborative environment. Responsibilities include:

  • Guide leadership on market opportunity, discovery, and emerging trends

  • Iteratively determining market and application strategy and related task for self-directed offer

  • Lead quantitative and qualitative information-gathering and analysis to identify insights, evaluate opportunities and inform decisions

  • Develop, manage and execute project work plan

  • Work with Finance and internal reporting groups to define and report on progress against key business indicators

  • Collaborate with broader team on complementary business objectives and programs

  • Foster a deep understanding of self-directed client needs and champion those needs across the organization

What you gain:

  • Opportunity to set the strategy, develop, design, and execute a new financial service offering, impacting clients of varying degrees of wealth

  • Meaningful exposure to a wide range of business leaders and executives, including strong support for further career development at Schwab

What you have:

  • Experience developing insights about client needs, attitudes and emotions to design and/or position products or services

  • Exceptional written and verbal communication skills, including being able to synthesize data, develop recommendations and present to senior management

  • Strong analytical and creative problem-solving skills

  • Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision

  • Skilled in operating at both strategic and tactical levels

  • Curiosity, a can-do attitude and the ability to learn quickly and thrive in a complex, dynamic environment

  • Experience and comfort communicating with senior executives and the ability to gain respect and support of leadership, partners, and peers

  • Strong interpersonal skills and must exemplify the vision and values of Schwab

Basic Qualifications

  • BA required/MBA preferred

  • Proficiency in power point and excel

  • 3+ years of experience managing cross-functional projects and programs with tight deadlines

  • 3+ years of experience in product or process definition having taken a product or process from concept to execution

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: CO - Lone Tree