Senior Manager, Offer and Client Experience – Forge Integration
Charles Schwab Inc. · CA, US
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About the Role
The Forge Integration team has a dual mandate: successfully integrate Forge into Schwab and help build the future of Schwab's private markets business. This includes aligning systems, processes, and teams across both firms while developing and supporting the products, platforms, and client experiences that will expand access to private markets for Schwab clients over time. The Senior Manager (individual contributor) will support the strategy and development and execution of the Private Markets offer and experiences supporting the integration.
Responsibilities
- Help design the Private Markets strategy, offer, and end-to-end experience for Retail and Advisor Services clients
- Help define the long-term vision for integrating Forge into our platform and digital channels, including a roadmap to get there, in partnership with key stakeholders at Schwab
- Stand up implementation programs to define requirements and facilitate delivery of the envisioned client experience, including working with relevant technology domains across the firm; engaging in discussions around trade-offs; and providing feedback to partners designing solutions
- Ensure that the experience that is ultimately delivered is in line with what the Retail and Advisor Services businesses envisioned
Requirements
- 4+ years of work experience in Strategy and/or Client Experience
- Bachelor’s degree
- Strong sense of urgency and a proactive approach
- High degree of comfort dealing with ambiguity in a dynamic and fast-moving work environment
- Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting information
- Superior analytical skills, creativity in problem solving, and attention to detail
- Strong proficiency in PowerPoint and Excel
- Strategic and structured thinking
- Personal and professional alignment with Schwab’s vision and values, with a strong interest in our business
- Prior integration experience
- Prior financial services industry experience
Skills
- PowerPoint
- Excel
- Strategy
- Client Experience
- Communication
- Analytical skills
- Problem solving
- Attention to detail
- Strategic thinking
- Structured thinking
Location
- On-site
Work Type
- On-site
Experience Level
- Senior Manager
- 4+ years of work experience
Education Level
- Bachelor’s degree
Salary/Compensations
- In addition to the salary range, this role is also eligible for bonus or incentive opportunities
About the Company
- At Schwab, you’re 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.