Salary: USD $115,000 - $230,000 / Year

Your opportunity

Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad range of investment products and solutions, to both retail and registered investment advisor (RIA) clients.

Within WAS, the Senior Manager, Client Experience will be a part of the Investment Offers & Solutions (IOS) group's Mutual Fund, ETF, and 529 Client Experience team. IOS is responsible for managing our proprietary separately managed account offers as well as third-party product marketplaces, including mutual funds, ETFs, alternative investments, managed accounts, structured products, fixed income, annuities, insurance, and the Schwab 529 Plan. Our mission is to provide a positive experience for Schwab clients that invest in these products, while growing a key revenue stream for Schwab.

• Owning end-to-end 529 offer, including external relationship with the Schwab 529 plan program manager and internal relationships with 529 operations and service teams.
• Partnering closely with technology, marketing, digital, compliance, and legal counsel to plan and execute key 529 plan projects, while serving as a subject matter expert.
• Framing, defining, and implementing strategic initiatives related to mutual funds, ETFs, and the Schwab 529 plan to further elevate our offers.
• Building and maintaining a strong network of business partners internally and externally to consult on issues and opportunities with the 529 offer and arrive at collaborative solutions.
• Gaining a deep understanding of client journeys, pain points, and needs to build an industry-leading experience.
• Ensuring processes and procedures supporting key functions for the 529 plan are maintained to minimize risk to the firm, drive efficiency, and scale offer maintenance.
• Monitoring key business metrics to identify enhancement areas for the 529 offer.
• Understanding processes related to client data and single sign-on connections with other applications; collaborate with technology teams to maintain and improve these processes.

• 7+ years of product management, offer management, or client experience.
• Strategic thinker with strong business judgement and analytical skills.
• Robust communication skills, both written and verbal, with demonstrated ability to analyze, synthesize, and tell strategic stories through presentations, while effectively presenting to and persuading audiences.
• Excellent ability to manage multiple complex projects at a time to meet tight deadlines with minimal supervision.
• Highly resourceful, adaptable, and creative problem solver, who can thrive in a dynamic environment, solve issues as they arise, and drive progress in ambiguous situations.
• Strong relationship building and partnerships skills; a strong team player.
• Technical expertise with managing large data file deliveries and single sign-on connections.
• Strong acumen in financial services with a great understanding of investment products (e.g., mutual funds, ETFs).
• Prior experience in financial services and/or wealth management, preferred.
• 529 plan knowledge/expertise preferred.

• 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