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Managing Director, Client Experience & Pricing Strategy- Denver, CO

Company: Charles Schwab Corporation
Location: Littleton
Posted on: September 13, 2020

Job Description:

If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call (800)-275-1281 .

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

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment 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 ( Equal Employment Opportunity policy ). Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (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. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents .

Managing Director, Client Experience & Pricing Strategy- Denver, CO Job Locations US-CO-Lone Tree

Requisition ID 2020-64148

Posted Date 2 days ago (8/25/2020 3:28 PM)

Category Marketing & Communications

Position Type Full time

The Strategy & Offers Group owns the end-to-end design and execution for clients around experiences and offers. Our work spans the entire lifecycle of offer development, from identifying client needs and building business cases, to driving development and bringing offers to market. We work with partners to ensure processes and interactions are designed and executed smoothly. Our team also manages tradeoff decisions and priorities to enhance the overall client experience.

Within the Strategy & Offers Group, the Offer and Wealth Management Solutions team designs and builds delightful experiences for Schwab clients who are engaged in a relationship at Schwab in key areas like Wealth Management. The Managing Director, Client Experience Strategy and Execution reports to the Vice President of the Offer and Wealth Management Solutions team, and will play an integral role in shaping the future of Schwab Retail.

Our purpose is to deliver an intuitive, innovative, and differentiated wealth management experience that drives growth and builds meaningful relationships with clients.

Relationship Solutions Group is responsible for:

Ownership – Drive the end to end experience for key client interactions at Schwab

Strategy  - Envision the future and crystallize the near-term road map

Quarterback  - Coordinate with business partners to execute and activate

Advocate  - Champion on behalf of our clients and financial professionals

Design  - Create and package client offers and experiences to drive growth

Evaluate  - Evolve client experiences through iterative learning and measurement

Partner - Support client-facing employees in delivering for our clients

What you are good at As Managing Director of this team, you will design and build our future ecosystem around the retirement experience. This includes creating a modern vision around what this includes – from how we use technology to products for this experience. To do this, you will develop a deep understanding of the competitive environment, current state gaps, field rep needs, and develop the strategy. You will then develop a client journey map and design the business cases, including primary and secondary research, market sizing, and economic analysis. The role requires regularly developing compelling, clear presentations for senior leadership that can be used to influence the strategic direction of the client experience.

The Managing Director will also be responsible for the end-to-end execution of key offers. This includes designing and executing tactical implementation plans to bring new products and services to market. The Managing Director will create trusted business partnerships and work closely with key functions, including Channel organizations (service centers, schwab.com), Marketing, Operations, Legal, Supervision, and Compliance, to drive initiatives forward. The Managing Director will develop strategies and advocate solutions on behalf of clients. To do this, the Managing Director will develop a deep understanding of the needs of clients and champion those needs across the organization. The role will provide critical subject matter expertise to business partners and support the introduction or enhancement of products and services.

What you have MBA Preferred

3+ years in strategy consulting

7+ years relevant experience

Financial Services industry experience

Experience in successfully gathering insights and understanding client needs, attitudes and emotions to design and/or position products, services and

Ability to synthesize data, see opportunities, make recommendations and create a plan to deliver experiences that meet the needs of affluent clients

Ability to make significant progress with minimal direction

Ability to influence partners across organizations

Ability to make decisions and progress in the face of ambiguity

Leadership and relationship-building ?? skills, including ability to influence and build consensus across all levels of the organization

Exceptional written and verbal communication skills, including ability to effectively present to all levels of the organization, including senior management

Attention to detail, and the ability to multi-task and work efficiently to meet tight deadlines with little supervision

Critical Success Factors:

Skilled in operating at both the strategic and tactical levels

Outstanding "soft" skills to include the ability to engage with and lead a diverse range of partners

The ability to thrive in an ambiguous environment

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Why Schwab?

At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees: What’s it like to work at Schwab!

The benefits of working at Schwab : a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment 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 policy.)

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

Keywords: Charles Schwab Corporation, Littleton , Managing Director, Client Experience & Pricing Strategy- Denver, CO, Other , Littleton, Colorado

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