*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

As a Senior Manager, you will help deliver market-leading experiences – uncovering client needs, sizing the impact of opportunities, shaping the optimal client experience, and driving delivery across high-stakes, cross-enterprise projects. Depending on the initiative, you may act as an internal consultant, a researcher surfacing opportunities to enhance client experience and competitive insights, or a program lead coordinating work across partners. This highly visible role calls for a self-starter and thought leader who thrives amid ambiguity, manages multiple workstreams at once, and communicates with clarity and executive presence. 

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 
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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 

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