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 https://www.aboutschwab.com/leadership/charles-schwab 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.
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 http://www.aboutschwab.com/careers/lifeatschwab/" .
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.
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
Job Type: Full Time
Activation Date: Monday, December 10, 2018
Expiration Date: Friday, February 1, 2019