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About the Role

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.

Responsibilities

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.

Requirements

5+ years of professional experience in strategy, analytics, business operations, consulting, sales operations, program management, client experience, or related disciplines.
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.
Bachelor's degree and equivalent combination of education and experience.
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.

Work Type

On-site

Experience Level

5+ years of professional experience
3+ years of experience

Education Level

Bachelor's degree

About the Company

At Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Since day one, Schwab has set out to challenge the status quo by delivering more value and a better experience for investors. Through a modern wealth management approach, we provide investment products, services, and financial planning solutions that combine the best of people and technology.
The Retail Experience organization is at the heart of the relationships we build with clients and the delivery of our holistic wealth management value proposition. Our focus is enabling client-facing teams to build trusted relationships with clients and their families, helping them achieve their financial goals and leave a lasting legacy.
At Charles Schwab, we're committed to empowering employees' personal and professional success. Our purpose-driven culture embraces diversity, collaboration, and innovation, while providing meaningful opportunities for growth and development.