Manager of Retail Proposal Service

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.

 

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 locations.

 

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 Client Experience & Risk organization is focused on designing exceptional client experiences, and empowering client-facing reps to deliver those experiences. Our mission is to deliver an exceptional experience for every client, by constantly enhancing existing offers and services, designing new ones to meet their evolving needs, and ensuring a secure experience that protects clients and builds trust.

 

The Business Accommodation Team​​​​​​​ (BAT) is designed to support and resolve the unique and complex needs of clients to win and retain assets while managing firm risk. The Manager will report to the Proposal Service Team Manager and will be responsible for supporting the Branch Network with Requests for Proposals (RFP) to compete for ultra-high net worth business, providing world class service through a differentiated wealth management experience that drives scale and growth for the business.  The RFP Service centralizes and streamlines the creation of proposals and sales presentations for UHNW prospect/client asset consolidation opportunities.

 

Responsibilities include:

• Collaborating with partners at all levels throughout the organization (including but not limited to the Branch Network, Marketing, Wealth Services, Schwab Wealth Advisory, Wealth Strategies Group, Legal, Compliance, Corporate Risk, Schwab Bank, Asset Management Client Solutions and Operations)
• Build a strong understanding of Schwab’s investor segments, services, products and offerings including key opportunities in the marketplace.
• Lead efforts to develop compelling written proposals and storylines working closely with field representatives and cross-functional partners to win business from high and ultra-high-net-worth clients and prospects.
• Partner with Retail partners and product groups to manage a repository of the most up-to-date product and offer content and positioning.
• Superior analytical, problem-solving skills and business judgment with the ability to find solutions for complex client requests
• Excellent verbal and written communications skills including the ability to distill complex information and develop recommendations

The ideal candidate will possess the following capabilities:

• A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel.
• Detail-oriented with superior organization and project management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis.
• Knowledge of Schwab products and services across organizations.
• Demonstrated experience building relationships and working with cross-functional teams.
• 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 storylines.
• Strong problem-solving skills.
• Ability to gain the respect and support of senior leadership, partners and peers.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Bachelor’s degree with 7+ years relevant experience
• 5+ years in marketing communications, product/program management, sales operations or client experience preferred.
• Current Schwab experience with 6+ months experience working with the Retail Proposal Service Team.
• Financial Services industry experience
• Must have minimum 6 months current Schwab experience

Preferred Qualifications:

• 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, can-do attitude, with high adaptability.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities