Charles Schwab Sr. Manager, Client Development – Strategy & Lead Management in Lone Tree, Colorado


Lone Tree - CO, DENR1, 9800 Schwab Way, 80124

Gena Elise Goolsby


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 at 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:

The Relationship Solutions Group (RSG) is responsible for business strategy, product management, process improvement and offer design for relationship-oriented investors (those investors that prefer to be served primarily through live channels). Client Development (a team within RSG) defines the requirements for the data driven digital tools that optimize client engagement and help our field staff maximize sales. While we are primarily built to serve the needs of clients in an ongoing relationship at Schwab, the team will continually assess opportunities to benefit Investor Services more holistically. Our purpose is to deliver an intuitive, innovative, and differentiated wealth management experience that drives growth and builds meaningful relationships with clients.

What you’ll do:

Client Development is responsible for:

  • Strategy - Envision the future and crystallize the near-term road map

  • Quarterback - Coordinate with business partners to execute and activate

  • Advocate - Champion on behalf of our clients and financial professionals

  • Design - Create and package client offers and experiences to drive growth

  • Evaluate - Evolve client experiences through iterative learning and measurement

  • Partner - Support client-facing employees in delivering for our clients

This role provides general high level Client Development Strategy support. More tactically however, the role plays a pivotal part in driving outcomes in the Lead Management system. Our Lead Management working team consists of partners across several organizations (Marketing, Technology, Sales, and Product). This role will identifying opportunities to improve Lead Management KPIs (Net New Assets, Revenue, Lead quality for clients and prospects) and identify business needs through data analytics and field research. Socializing these findings to the working team for prioritization will be a key to success in the role.

The role is an individual contributor role that reports to the Managing Director.

Key responsibilities include:

  • Foster a deep understanding of the existing environment and opportunities for improvement

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

  • Have comfort with decision making in imperfect data environments while helping to drive to improved data quality

  • Develop recommendations (based on thoughtful strategic analysis) and build business cases to support them

  • Design and execute tactical implementation plans in conjunction with key partners

  • Deliver concise, clear, and consistent messaging in large format meetings to partners with competing interests

  • Stay abreast of competitive dynamics and implications to Schwab

What you have:

  • Bachelor’s degree required, MBA preferred

  • 5+ years in product management, in-house strategy, and/or management consulting; Lead Management, Sales Support and/or Business Development is preferred

  • Expert user of PowerPoint and Excel

  • Strategic thinking with strong business judgment and analytical skills, able to problem solve as issues arise and has a comfort with ambiguity

  • Leadership and relationship-building skills, including the ability to influence and build consensus with diverse partners at all levels

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

  • Ability to manage multiple projects that vary in scope and complexity simultaneously

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

  • Outstanding "soft" skills - including the ability to work well with a diverse range of partners

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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Business Development and Sales-6+ yrs, Analyst/Strategy-6+ yrs, Product Development-6+ yrs

Position Located In: CO - Lone Tree, CA - San Francisco

Education: BA/BS

Job Type: Full Time

Category:Business Strategy

Activation Date: Monday, December 10, 2018

Expiration Date: Friday, February 1, 2019

Apply Here