Salary: USD $115,000 - $160,000 / Year

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Workplace Financial Services (WFS) offers retirement, stock plan and compliance supervision to employers and employees. Our mission is to be the premier provider of workplace financial services, introducing millions of investors to all that Schwab has to offer. We offer a full end to end experience inclusive of platforms, products, service, education, and advice to plan sponsors and participants. WFS creates opportunities to engage in their finances and plan for retirement for many first-time investors.

• Deeply understand our clients, their needs and the WFS business strategy and align with both when enhancing experiences.
• Identify key areas of opportunity for experience enhancements through data/research and documentation of end-to-end experiences.
• Collaborate across Schwab to improve go to market experiences or enhance existing solutions.
• Manage multiple projects that vary in scope and complexity. Must be flexible in navigating both strategy and tactics, at times supporting project management and field enablement.
• Lead change across the organization by clearly framing issues, documenting open items, facilitating decision making and supporting business prioritization.
• Translate business needs into clearly defined workstreams and effectively lead cross functional teams to activation.
• Clearly and proactively communicate with all stakeholders including executive leadership, business partners, clients and vendors.

• Strong client orientation, a desire for continual improvement and a growth-oriented mindset.
• Superior analytical and problem-solving skills.
• Ability to derive meaningful insights from data/research.
• Demonstrated ability to build/strengthen relationships. Excellent collaboration skills.
• Proven track record influencing without authority and leading cross-functional teams.
• Exceptional written and verbal communication skills including the ability to succinctly synthesize data/research, develop recommendations, create presentations and share with key stakeholders.
• Ability to navigate ambiguity and work efficiently to meet deadlines with little supervision.
• At least 5 years of experience in product/program management, marketing, business strategy or client experience.
• Financial services experience strongly preferred.
• Bachelor's degree required.

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance