Charles Schwab Manager, Sales & Service Enablement (Special Projects) in Westlake, Texas
Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616
Lindsay Erica Peterson
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Sales & Service Enablement (S&SE) plays a critical role supporting initiatives from strategy development to ongoing business operations. We provide support for the Investor Services (IS) field channels through people, process and technology improvements. A key function within the S&SE organization is the Special Projects Team. The Special Projects Team is a new and growing function responsible for strategically aligning S&SE with IS and IS Field priorities through project and change management work. The Senior Manager will report to the Director of the Special Projects Team.
The key areas of focus for the Senior Manager of the Special Projects Team within S&SE are:
Helping to evolve the S&SE function to better meet the needs of the field and other key partners, and enabling S&SE employees to serve in our evolved capacity.
Owning and evolving processes and functions, as well as leading high priority initiatives, in support of all of IS.
Field Leadership & Field Organization Support
Leading and supporting key initiatives, and owning deliverables that align to the priorities of the field organizations and their leadership teams.
What you’ll do:
Build and cultivate relationships with field leaders and key business partners to understand their needs; articulate S&SE’s unique value proposition in alignment with those needs
Proactively identify business opportunities and provide solutions to evolve S&SE’s support of all IS field organizations
Develop and execute on programs to build the knowledge, skills and ability of S&SE’s employees in alignment with the team’s evolving functions, enhancing efficiency and productivity where relevant
Proactively and enthusiastically represent the needs and perspectives of the IS field organizations and S&SE; communicate with leaders to provide updates and support for their organizations.
Collaborate with partners across the firm to create awareness and develop strategic approaches and frameworks that address problems and pain points for IS; envision success and create a set of aligning objectives and measurements for initiatives
Create and execute end-to-end change & implementation plans for certain strategic initiatives; serve as a thought leader for other initiatives
Use a disciplined approach to projects, include appropriate stakeholders, and strongly leverage partnerships to drive progress and achieve results
Quarterback key, cross-functional initiatives, bringing together people, process and technology to drive outcomes and influence change
Engage in key initiatives that require additional support
What you have:
Prior experience in financial services or within field/client-facing organizations preferred
Outstanding “soft” skills - including the ability to work well with a diverse range of partners
Curiosity, positivity, and ability to learn quickly, adapt and thrive in a complex, dynamic environment
Skilled in operating at both strategic and tactical levels
Strong analytical skills; creative and resourceful problem-solving skills
Ability to influence decisions and outcomes across varying levels of the organization
A balance of patience and drive to deliver on multiple priorities concurrently; some efforts with abbreviated timelines
Sound judgment and ability to identify and manage trade-offs
Expert knowledge with Microsoft Office products, specifically PowerPoint and Excel; ability to tell a story using PowerPoint
Project management capabilities and working knowledge of change management principles
What you’ll get:
Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab at http://www.aboutschwab.com/careers/lifeatschwab/%22 .
Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.
Languages:English - spoken
Current Licenses / Certifications:None
Relevant Work Experience:Analyst/Strategy-2-5 yrs, Project Management-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs, Banking-2-5 yrs
Position Located In:IL - Chicago
Job Type:Full Time
Activation Date: Tuesday, May 15, 2018
Expiration Date: Saturday, June 16, 2018