Charles Schwab

Manager, Field Operations

Charles Schwab$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in strategy or business operations
  • Bachelor's degree or equivalent education and experience
  • Strong skills in quantitative and qualitative analysis
  • Excellent problem-solving abilities for complex issues
  • Experience in stakeholder relationship building across functions
  • Strong communication skills for executive presentations
  • Ability to manage priorities in a fast-paced environment

Responsibilities

  • Develop a deep understanding of Schwab's investor segments and market opportunities
  • Conduct analyses to identify opportunities and develop business recommendations
  • Support evolution of service models for high-net-worth clients
  • Partner with leaders to integrate business needs and drive solutions
  • Improve experiences through operational enhancements and performance measurement
  • Create executive presentations and strategic recommendations
  • Drive implementation of strategic initiatives and monitor performance metrics

Benefits

  • Collaborative work environment emphasizing in-office teamwork
  • Opportunity to influence high-net-worth client service models
  • Engagement with cross-functional teams for broad impact
  • Possible involvement in large-scale business transformation initiatives
  • Focus on continuous improvement and operational excellence
Full Job Description
Your Opportunity

 

As a Manager, Field Operations, you will play a key role in designing, implementing, and optimizing programs that support the evolution of Schwab's client relationship models across mass affluent, high-net-worth, and ultra-high-net-worth client segments. You will partner with field leaders and cross-functional teams to improve sales effectiveness, operational scale, and advisor and client experiences across Schwab's Retail channels. 

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 location(s). 

What You'll Do 

  • Develop a deep understanding of Schwab's investor segments, offerings, competitive positioning, and market opportunities. 
  • Conduct qualitative and quantitative analyses to identify opportunities, assess tradeoffs, uncover root causes, and develop business recommendations. 
  • Support the evolution of relationship and service models for high-net-worth and ultra-high-net-worth clients. 
  • Partner with field leaders and subject matter experts to represent business needs, integrate priorities, and drive scalable solutions. 
  • Improve advisor and client experiences through operational enhancements, practice management initiatives, and performance measurement programs. 
  • Develop executive presentations, business cases, and strategic recommendations for leadership audiences. 
  • Drive implementation of strategic initiatives and serve as a change agent throughout execution and adoption phases. 
  • Monitor performance metrics and business outcomes to support continuous improvement. 
What you have

Required Qualifications 

  • 5+ years of professional experience in strategy, analytics, business operations, consulting, sales operations, program management, client experience, or related disciplines. 
  • Bachelor's degree and equivalent combination of education and experience. 
  • Experience conducting quantitative and qualitative analysis, identifying insights, and translating findings into actionable business recommendations. 
  • Strong problem-solving skills with the ability to evaluate complex issues, identify root causes, and recommend solutions. 
  • Experience building relationships and partnering with stakeholders across multiple functions and levels of the organization. 
  • Strong written and verbal communication skills, including executive-level presentation development. 
  • Ability to manage multiple priorities and navigate a dynamic, fast-paced environment. 
  • Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

 

Preferred Qualifications 

  • 3+ years of experience supporting strategy, analytics, business operations, sales operations, product management, program management, consulting, or client experience initiatives. 
  • Financial services, wealth management, branch operations, or regulated-industry experience. 
  • Experience leading or supporting large-scale business transformation or change initiatives. 
  • Experience developing business cases and influencing decisions through data-driven insights. 
  • Knowledge of advisor, client relationship, or service model design. 

 

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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