Senior Manager, Digital Client Experience

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Job ID:
0626-34814
Job Category:
Product Development
Relevant Work Experience:
Product Development-2-5 yrs
Current Licenses / Certifications:
None
Position Located In:
CA - San Francisco
Education:
MA/MS/MBA
Job Type:
Full Time
Description:

San Francisco - CA, BRCAS2, 211 Main Street, 94105
Nicole Stefanski
0626-34814

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all.  As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Culture: 

Through Clients’ Eyes:  https://www.youtube.com/watch?v=Qkic76FWat8 

Our Opportunity:

The Digital Offer Management group is responsible for setting the vision and enabling the development of a digital-centric modern wealth management experience that makes it easy to do business with Schwab and engage self-directed clients. Our work spans from envisioning the future of digital and facilitating end-to-end journey mapping to developing business cases and bringing solutions to market. The group collaborates across Schwab’s business enterprises and works with a wide range of internal stakeholders including technology, operations, sales and service, strategy and marketing.

The Senior Manager, Digital Client Experience plays a pivotal role in the design and delivery of our digital strategy.  The Sr. Manager will join the efforts in the continuous improvement of Schwab’s retail solutions targeting the onboarding and engagement of new clients.  The Senior Manager reports to a Managing Director in the Digital Offer Management team.  

What you’ll be responsible for: 

  • You will foster an in-depth understanding of the ways that Schwab serves and onboards new clients, and the key ways in which Schwab can improve the delivery and quality of key experiences
  • You will deliver data-driven insights, design holistic solutions and develop business cases to support actionable      strategic direction for the new client digital experience
  • You will plan and drive project efforts, leading and supporting initiatives with cross-functional partners
  • You will foster collaboration among stakeholders and leverage analytics to inform prioritization across the program
  • You will evaluate program performance, developing reporting to measure progress against goals and share insightful results and recommendations to management

What you'll exercise on a day to day basis:

  • Skill at operating at both strategic and tactical levels, including proven experience managing products or services and well as the delivery of projects with cross-functional teams
  • Design thinking approach, bringing empathy, creativity, data-driven insights and logical reasoning to solve complex problems
  • Client-centric focus, keeping clients in forefront of decisions, connects plans and actions to our purpose of serving clients
  • Superior analytical and problem-solving skills
  • Superior communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences
  • Ability to prioritize work among concurrent projects
  • Strong and demonstrated teaming skills, especially in cross-functional teams
  • Comfort in a dynamic and fast-moving work environment
  • Ability to drive work independently

What you have:

  • Bachelor’s degree
  • MBA preferred 
  • 3-5 years in product/brand management or strategy roles preferred 
  • Financial Services industry experience is a plus but not required 

What you’ll get: 

  • Comprehensive Compensation and Benefits package.
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
  • Not just a job, but a career, with an opportunity to do the best work of your life.


Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

 


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Product Development-2-5 yrs
Position Located In: CA - San Francisco
Education: MA/MS/MBA
Job Type: Full Time

Category:Product Development
Activation Date: Monday, August 28, 2017
Expiration Date: Saturday, September 16, 2017
Apply Here
Apply Now    

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.