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Senior Manager, Managed Investing Strategy

Expired Job

Charles Schwab Corporation Lone Tree , CO 80124

Posted 3 months ago

Description:

Lone Tree - CO, DENR1, 9800 Schwab Way, 80124

Don Carlos Collins
0907-43371

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 Opportunity:

Charles Schwab's Managed Investing Strategy group is the internal strategy group within the Managed Investing Client Experience team, responsible for defining a cohesive and innovative vision for all managed investing client offers (i.e., Schwab Private Client, Schwab Advisor Network, ThomasPartner, Windhaven, Managed Account Select). It sits in the Investor Services business unit which manages approximately 50% of the firm's assets and generates over 70% of its revenue. Partnering closely with teams like Digital Services, Client Solutions and others in Investor Services, this group is driving cross-enterprise strategic initiatives, new product development and planning. The group provides a unique opportunity to work on major strategic and operational issues confronting the business while gaining visibility among the firm's executive and senior leadership.

Reporting to the Managing Director of Managed Investing Strategy, the Strategy Senior Manager is charged with delivering thoughtful, insightful, high impact contributions across a range of "high-stakes" strategic projects. The Senior Manager works in a team setting and builds relationships with a wide range of stakeholders at all levels of the organization and across Schwab's businesses. Project work will primarily focus on developing strategic insights that will drive sustained growth for Schwab.

The team is responsible for:

  • Strategy: Define a holistic, cohesive and actionable strategy for all Managed Investing offers

  • Transition: Support the transition from strategy to execution, ensuring high performing Managed Investing offers

  • Insights: Deliver world class strategic insights and recommendations

  • Analysis: Conduct clear, consistent, fact-based analyses to inform key business decisions

  • Communication: Develop high impact presentations for key audiences, including the c-suite

  • Partnership: Cultivate strong relationships with business partners across the company to inform and align strategy work, and to actively support the transition to execution

  • Prioritization: Drive the allocation of scarce resources to the highest value initiatives

What you will gain:

  • Opportunity to influence key strategic decisions that are shaping the direction of the company

  • Meaningful exposure to a wide range of business leaders and executives, positioning yourself for an impactful career at Schwab

  • Further develop your "Senior Presence" by presenting robust analyses and recommendations to Schwab's Leadership

  • Build relationships across all Investor Services business segments, enabling a strong understanding of Schwab's wealth management spectrum, uniquely positioning yourself as an invaluable subject matter expert

What you'll do:

  • Define impactful business strategies for Schwab's Managed Investing offering, including Growth, Client Experience optimization, etc.

  • Plan and execute work streams for large, complex projects, as well as take full end-to-end ownership for smaller projects

  • Develop relevant business stories to communicate business strategies and recommendations

  • Socialize business ideas and recommendations to audiences of all levels, including the c-suite

  • Synthesize large quantities of information to generate insights through both quantitative and qualitative analysis

  • Develop and maintain a perspective on strategic implications of key developments in the external environment, industry trends, and competitor actions

  • Develop strong relationships across the firm and cultivate the team's linkages with corporate development, financial planning, investor relations, and the broader strategy community at Schwab

What you have:

  • 6-8 years of full time work experience, including 5+ years of work experience in strategy, preferably with a top-tier consulting firm or strategy group within a financial services firm

  • Superior analytical skills, creativity in problem solving, and attention to detail

  • Superior communication skills, both written and verbal, with demonstrated ability in developing materials and effectively presenting to executive audiences

  • Extensive experience in developing strong business stories with PowerPoint

  • Comfort dealing with ambiguity in a dynamic and fast-moving work environment

  • Strong financial modeling skills and knowledge of financial/valuation concepts

  • Expert user of PowerPoint and Excel

  • Personally and professionally aligned with Schwab's vision and values, and a strong interest in financial services

  • Bachelor's degree; Master degree and MBA preferred

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

Learn more about Life@Schwab.

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.

Job Specifications Relocation Offered?:NoWork Schedule:DaysLanguages:English - spoken

Current Licenses / Certifications:NoneRelevant Work Experience:Project Management-6+ yrs, Investment Management - less than 2 yrs, Financial Services-less than 2 yrs, Product Development-6+ yrs

Position Located In:CO - Lone TreeEducation:BA/BSJob Type:Full Time

Category:Product Development

Activation Date: Wednesday, September 12, 2018

Expiration Date: Saturday, October 13, 2018

Apply Here


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Senior Manager, Managed Investing Strategy

Expired Job

Charles Schwab Corporation