Your opportunity
The AS Segmentation and Offer Strategy (AS SOS) team is responsible for creating actionable outcomes based on the strategic insights we develop into our advisor base. We turn data into stories which drive decisions regarding investment into our platforms, services, and products to best support our advisors. Our mission is to provide needs-based offers to our advisors based on defining a segmented advisor and end-client base. We highlight barriers to scale for removal and illuminate opportunities to attract continued growth. We work collaboratively with other strategy and execution partners across Advisor Services including: Service, Sales, Digital, Data, and Technology partners to achieve these outcomes.
As Senior Manager within AS Segmentation and Offer Strategy, you will be responsible for the design and delivery strategy associated with our Enterprise segment of clients. As these clients are the most complex and nuanced relationships on our platform, you will need to become an expert in the multifaceted way that multiple advisors can subdivide the services offered to end clients and operate as a team. Additionally, it will be critical to understand Schwab’s architecture and how advisors are set up for custody on our platform. You will work closely with our client facing and strategy organizations to understand the practical business needs which will be translated into opportunities. Then you will work with our leadership team to influence future strategic direction and gain buy-in on priorities. Once a strategic direction has been established, you will work with the various field leaders to execute the changes. Using a data driven approach, you will drive the strategy and execution forward based on evidence-based decision. You will establish milestones through a roadmap and ensure they are reached within the prescribed timeline and that relevant KPIs are achieved as a result.
Throughout the course of this work, you will also collaborate with fellow Segmentation and Offer Strategy members on their efforts to deliver more near-term results by providing perspective how segmentation strategy may intersect with other project areas of focus.
It will be necessary through the course of these efforts to communicate progress and challenges directly to the client facing field and the AS leadership team. This will require the ability to convert complex analytical details into easy to understand, tangible, business focused narratives.
Critical Skills for Success:
- Building relationships- Partner with key internal individuals and teams to remove barriers – network with partners to build trust and desire to interact with our organization; become the trusted face and go-to person of can-if solutioning
- Problem solver -Set goals, define action steps, and mobilize resources within teams to execute on organizational vision and be reflective afterwards
- Excellent Collaborator - Understand, anticipate, and know the unique differences that our Sales, Service, Strategy, Digital, Data, and Technology teams have and how to align them to achieve the desired outcomes
- Autonomy – Ability to independently drive progress and navigate challenges and constraints leveraging your empowerment, proactively providing updates on projects, and knowing when to ask for help or to escalate
- Strong Leader - Quarterback initiatives.Bring together multiple departments and invested individuals at Schwab to create launch teams and manage meetings and communications throughout, while managing friction, questions, and transparency
- Curious Learner and a Growth Mindset – Always seeking new knowledge to better understand our platforms, our advisor base, and the evolving priorities of our organization. Maintaining flexibility in opinions and recommendations as new information is uncovered
- Ownership and Accountability- Ability to manage multiple priorities at a time, a focus on advancing them individually down the roadmap, staying organized, meeting strict deadlines, communicating and managing change
- Analytical Eye- Ability to understand and interpret the data and attributes stored within our various sources, partner with team members to synthesize data into digestible yet formal presentations and meaningful metrics to inform leadership and guide future organizational decisions.
- Change Management- Ability to manage frequent change as it comes with positivity. Proactively update processes, procedures, teams/partners, and management techniques to accommodate. Be open to new responsibilities, projects, and assignments as they come.
- Positive Communicator- Authentic, transparent, and collaborative communication style
- Inspirational Leader- Leverage the transformative power of teamwork to crush obstacles, innovate, and bring fresh ideas to life “through client’s eyes.”
What you have
- 7+ years of experience in the RIA industry; preferably in the advisor custody space
- 5+ years of proven strategic experience (consulting experience a plus)
- 5+ years of turning qualitative and quantitative feedback into action
- Working knowledge of Schwab relationship models and teams (expertise in multi-advisor relationship custody a plus)
- Demonstrated experience influencing and driving enhancements to business platforms and services
- Experience operating in an Agile environment
- Demonstrated experience across Service, Sales, and Product at Schwab
- Bachelor’s degree or equivalent (MBA or advanced degree a plus)
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
