Posted in

Senior Manager – Client Experience Business Transformation

Senior Manager – Client Experience Business Transformation

CompanyCharles Schwab
LocationLone Tree, CO, USA, Orlando, FL, USA, Westlake, TX, USA, Raleigh, NC, USA, Chicago, IL, USA, Phoenix, AZ, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

Requirements

  • BA/BS degree
  • 10+ years of work experience in business strategy and analysis working on large-scale transformational business initiatives
  • Proven experience building business cases backed by sound business and financial analysis
  • Extensive experience succinctly synthesizing data and developing recommendations in strong business stories with PowerPoint, and effectively presenting to executive audiences
  • A client-centric focus – keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients
  • Ability to think critically and set strategic direction, including ability to identify initiatives, problem-solve and complete projects to meet strategic objectives
  • Comfort dealing with ambiguity in a dynamic and fast-moving work environment; self-starter and highly resourceful, with a ‘get things done’ with limited direction attitude
  • Demonstrable relationship building skills, with the ability to influence and build consensus with partners at all levels
  • Superior communication skills, both written and verbal
  • Creativity in problem solving, and attention to detail

Responsibilities

  • Responsible for the development of a business program focused on transforming the client experience while also delivering significant business scale and efficiency
  • Build strategies, roadmaps, key milestones and success metrics in partnership with leaders across the AS organization
  • Work collaboratively with all levels to gather strategic and tactical input to inform all phases of strategy design and delivery
  • Drive alignment between leadership vision and execution to help set the course for significant transformation across the AS organization that delivers efficiency and an improved client experience

Preferred Qualifications

  • MBA
  • Program and/or project management experience
  • Experience in the securities or financial services industry strongly preferred