Westlake, TX

Your Opportunity

This Sr. Manager role will create Investor Services (Retail) Digital Self-Service and Adoption Strategy for Retail Contact Center as part of the Channel of Choice team. This role will report to the Managing Director and collaborate with cross-functional stakeholders across the client service, digital and marketing organizations to create a multi-year strategic plan. The senior manager will develop, analyze and report on success metrics to support the developed strategy.

This includes, but is not limited to:

• Establishing a deep understanding of our clients and our business, leveraging a data-driven approach to building the self-service strategy that aligns to our business strategic goals.
• Steering and influencing top digital service opportunities to build consensus within the organization.
• Rallying across Schwab to collaborate and partner on advancing clients' digital adoption of our self-service tools and measure success towards target goals.
• Strong ability to present fact base client behaviors to influence and effectively build relationships, establish trust, respect, competence, and confidence.
• Work directly with key business partners to participate in design on funded digital enhancements to meet clients' needs and synergy savings.
• Create and update progress reports weekly, monthly, and quarterly

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.

• Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*
• When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
• Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

What you are good at

• Self-motivated and driven, with a relentless pursuit to follow through from start to execution.
• Superior analytical skills, research driven, and attention to detail.
• Can Synthesize large quantities of information, identify trends and potential blind spots, and communicate insights in a clear and cohesive manner.
• Thrive on initiating, building, and cultivating strong authentic relationships inside and outside the group, navigates and activates alignment across organizational silos.
• Hunger to learn about our retail business, our processes, and our clients' needs.
• Seize opportunities to influence future outcomes that aligns with our organizational goals.
• Welcome change to overcome barriers to propose creative solutions to drive best outcome.

What you have

• Bachelors degree required; Masters preferred
• 5+ years of strategy experience, preferably in management consulting or internal strategy
• Strategic and creative thinking with strong business judgment and analytical skills, who can effectively frame and communicate client and business opportunities.
• Experience with balancing objectives, analytical orientation with a desire to move things to conclusion and deliver results.
• Proven ability to navigate complex and nuanced interpersonal issues to build trust among business partners.
• Strong emotional intelligence/maturity and executive presence.
• Expert influencing and relationship building skills.
• Superior communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences.
• Proficient in Tableau and or business intelligence data tools.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further .

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives. - provided by Dice