Charles Schwab

Sr Manager, Retail Client Experience – Product Integration

Charles Schwab • $100K — $130K *
Orlando, FL 32828In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years in strategy, client experience, product, or execution roles.
  • Exceptional written and verbal communication skills for engaging senior audiences.
  • Strong analytical skills with attention to detail and creativity in problem solving.
  • Ability to navigate and structure ambiguous problems into actionable strategies.
  • Proven relationship-building and influencing skills in a matrixed organization.
  • Comfortable working in dynamic, fast-paced environments while managing multiple tasks.
  • Expert level proficiency in PowerPoint and Excel.

Responsibilities

  • Lead strategic initiatives to enhance the retail client experience.
  • Break down complex issues into insights using structured analysis and stakeholder validation.
  • Use client feedback and competitive insights to identify product gaps and influence decisions.
  • Collaborate with diverse teams to assess risks and benefits for optimal outcomes.
  • Create concise and logical communications for complex topics to drive action.
  • Manage day-to-day execution across various projects, proactively addressing risks.
  • Influence stakeholders and lead meetings to align on business objectives and change management.

Benefits

  • Opportunity to impact major firm-level initiatives driving growth for millions of clients.
  • Exposure to senior business leaders and support for career development.
  • Enhanced skills in problem solving and analysis, with focus on influencing decisions.
  • Credibility and rapport-building with key business partners, gaining broad knowledge of the enterprise.
Full Job Description
Your Opportunity

*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* 

 

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): Austin, Westlake, Orlando, Raleigh

 

What you will do: 

  • Lead strategic initiatives across the retail client experience: identify client pain points and opportunity areas as part of product launches, capability enhancements, or responses to identified issues within fraud prevention, authentication, and money movement 
  • Frame ambiguous problems and drive to insight: break down complex issues using a hypothesis-driven approach, structured analysis, and stakeholder validation, and then translate findings into clear, executive-ready recommendations 
  • Champion the client perspective: use voice-of-the-field and competitive intelligence to expose critical product gaps, size their impact, and shape decisions accordingly 
  • Partner across the firm to balance tradeoffs: work closely with product, service, risk, compliance, legal, operations, and technology teams to weigh opportunities, costs, benefits, and risks and align on the optimal client and business outcome 
  • Build compelling, decision-ready communications: construct a logical storyline and clear, concise deliverables that turn complexity into action and articulate the “so what” 
  • Lead day-to-day execution across multiple initiatives: drive timelines with tenacity and resourcefulness, anticipate program risks, flag issues early, and escalate as needed 
  • Influence outcomes without direct authority: facilitate meetings with senior stakeholders, align partners across businesses, build buy-in, and manage change to minimize resistance and sustain momentum 
  • Model a One Schwab approach: collaborate across the enterprise, contribute to team culture, and put clients’ interests first 
  •  

What you will gain: 

  • The opportunity to shape and deliver major, firm-level initiatives that drive growth and improve outcomes for millions of Schwab clients 
  • Meaningful exposure to a wide range of business leaders and executives, with strong support for continued career development at Schwab 
  • Deeper mastery of structured problem solving, robust analysis, and influencing senior decision-makers 
  • Credibility and rapport with key business partners as you build broad, cross-enterprise knowledge of Schwab’s businesses through your deliverables 
What you have

Required Qualifications 

  • 5+ years of experience in strategy, client experience, product, or execution-focused roles  
  • Superior written and verbal communication skills, with a demonstrated ability to develop materials and present with impact to senior audiences 
  • Superior analytical skills, creativity in problem solving, and strong attention to detail 
  • Proven ability to structure ambiguous problems and translate analysis into clear, actionable recommendations 
  • Demonstrated ability to build relationships and influence stakeholders across a complex, matrixed organization 
  • High degree of comfort operating in an ambiguous, dynamic, fast-moving environment while managing multiple priorities 
  • Expert user of PowerPoint and Excel 

 Preferred Qualifications: 

  • Experience with cross-functional or enterprise-wide initiatives in financial services 
  • Working knowledge of retail brokerage products, client experience, or the regulatory environment in which Schwab operates 
  • Personally and professionally aligned with Schwab’s vision and values, and a strong interest in financial services 

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
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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