Description

Your Opportunity

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location: Westlake, TX

Investor Services Retail Experience Organization

Since day one, Schwab has set out to challenge the status quo, looking for ways to offer our clients more value and a better experience. We're confident our approach can help people take ownership of their financial futures. We offer investors a modern, full-service approach to build and manage their investments, providing investment-related products, services, and sophisticated financial planning that combine the best of what people and technology have to offer.

The Field Operations organization is at the heart of relationships we build with clients and the delivery of our holistic modern wealth management value proposition . Our focus is to enable all client-facing teams to build trusted relationships with clients and their families in order to help them achieve their financial goals and leave a legacy.

Senior Manager, Field Operations - Retail Extension & Relationship Models

The Field Operations team is responsible for designing and implementing programs to deepen client relationships at scale across Retail sales channels . This role will serve as the program manager for the development and implementation of our Retail distribution and Trader CE partnership strategy designed to grow and enhance relationships and effectiveness . Additionally, they will support all relationship models, and referral-based sales channels. The Senior Manager, Field Operations reports to the Director, Field Operations .

Responsibilities include:

• Support the development and evolution of sales channel relationship models focused on the relationship and investment needs of workplace investors, including opportunities to partner with the Trader CE organization to strengthen connectivity across client-facing channels.
• Support the maturation of our Trader relationship model and referral-based sales teams by building strong working relationships with Trader leadership, senior leaders, and cross-functional partners.
• Provide program leadership and channel support across retail initiatives, including day-to-day management, project plans, meeting planning, executive updates, stakeholder feedback, performance measurement, and coordination with Trader CE partners.
• Liaise with partners firm-wide to represent business needs, gather perspective and consultation from subject matter experts, and connect dots across retail distribution to inform the development and seamless execution of solutions across the sales channel.
• Serve as a change agent and manage the implementation of strategic programs across field audiences, ensuring alignment between Trader CE, and broader Retail d istribution priorities.

The ideal candidate will possess the following capabilities:

• Detail-oriented with superior program management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis.
• Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations, influence partners and create and deliver compelling presentations .
• Demonstrated experience building relationships and working with cross-functional teams to design and deliver client experience initiatives and making recommendations based on the needs of the business.
• Strong analytical and problem-solving skills.
• Ability to gain the respect and support of senior leadership, partners and peers. Ability to inspire action and influence without authorit y.

What you have

Qualifications:

• Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
• Bachelor's degree
• 7+ years relevant experience
• 5+ years in program or product management, strategy, Field Operations , communications or client experience type roles preferred.
• Financial Services industry experience is required .

Critical Success Factors:

• Ability to learn quickly and thrive in a complex, dynamic environment.
• Outstanding "soft" skills - including ability to work well with a diverse range of partners and proactive attitude.

Requisition #: 2026-123718

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Requirements

2026-123718