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Your Opportunity
The Retail Sales Effectiveness (RSE) group, sits within Schwab's Retail business to support our client-facing professionals and drive scale into their daily experience. Our strategic and operational support help identify new clients and deepen existing client relationships with the ultimate vision of delivering an industry-leading wealth management experience as a trusted advisor. As the Lead Management product manager, you'll directly support our sales professionals who, in turn, support our retail clients. The RSE group accomplishes this by setting strategic direction, case development, operating model design, listening to our client-facing colleagues, conducting detailed analyses, and playing a business owner role in select product delivery. We collaborate with a broad set of stakeholders, partners, executive leadership, data science/analytics, product/technology, and marketing to fulfill the vision. The Sr. Manager, Sales Efficiency will initially support creation of a client service management program, learning our systems and business processes, diagnosing pain-points, and originating/prioritizing solutions supporting the creation of a multi-year roadmap, all while ensuring alignment with broader Retail business strategic vision. Do you want to positively impact high-profile Schwab client-facing professionals who manage billions of dollars in assets? Are you obsessed with solving customer problems and passionate about the full end-to-end client experience? Do you bring strategy-to-execution mentality and an appreciation for technology? We'd like to talk to you. In this role you will report to a Director - Retail Sales Effectiveness. What you are good at- Act as the business owner for Lead Management - own all business aspects of the program (see below)
- Opportunity Assessments - Define the business need. The assessment involves identifying the issue, defining the problem, crafting project plans, analyzing data to advise potential solutions, partnering with our digital teams to define the product solution, and finally communicating to senior executives and client facing representatives alike.
- Roadmap Development - Support annual planning process, support the case for investment, and own evolving roadmap.
- Stakeholder Management - The business owner plays a major role in partner management, working closely with marketing and sales leadership.
- Partner Management - The business owner manages the relationships with key partners (e.g., Sales teams) acting as a funnel to aggregate feedback and needs to the product owner.
- Business and Impact Analysis - Analyze the day-to-day business performance identifying pain-points and devising and performing impact of solution rollouts in partnership with our Data & Analytics organization
- Field Activation - Develop and lead a portion of the Field activation plan, supervise adoption, and engage relevant business partners to drive adoption.
- Program Management experience - A total of 3+ years of full-time experience leading all aspects of product. Setting vision, developing cases, and completing strategy.
- Technology Fluency - ability to converse with technology and product teams and comfort being part of high level architectural, platform, and delivery conversations. Salesforce, Tableau, Microsoft Teams, an/or data infrastructure proficiency a plus
- Proven Experience - Some background in Client Service and Support products and programs while not crucial, is valued
- Superior analytical skills - Strong interest in data analysis in Excel and Tableau and translating insights into concise, executive-level presentations using PowerPoint
- Ability to thrive in ambiguity - exploring new, yet untested concepts, ideas, programs and tackling new problems that require working with a wide variety of partners to find solutions
- A bias for action - the ability to overcome obstacles, tackle challenges creatively, and successfully complete, at times, under tight deadlines. Curiosity for learning the intricacies of the business, systems, and processes is a must
- Background - Financial Services shown experience, while not crucial, is preferred. Bachelor's degree required (MBA a plus)
- Most Schwabbies have the opportunity to work in the office and/or at home based on their preference
- Employees may have the flexibility for a hybrid schedule, where they divide their time between working remotely or in the office.
- Employees and managers can discuss additional flexibility options based on their role, business needs, and individual circumstances.
- Subject to change. Schwab is continually evaluating its approach to ensuring the safety and well-being of our employees
- Lone Tree, CO,
- Westlake, TX
- Omaha, NE