Client Insight: Strategy & Delivery

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Charles Schwab & Co., Inc.
Full Time
Work from home not available Travel not required

Job Description


Fort Worth - TX, TX4600A, 4600 Alliance Gateway Freeway, 76177
Nicole Stefanski

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.

Our Opportunity:

The Charles Schwab Client Insights: Strategy & Delivery within Schwab?s Investor Services ? Client Development Team is looking to transform the quality and sophistication of content and delivery of insights and delight our client-facing colleagues through the sharpness, relevance, clarity, and timeliness of information that helps them engage their clients with far greater effectiveness. We aim to do this by setting strategic direction, vision and roadmap, bringing business-led use cases, establishing an operating model, driving the technology blueprint to ensure that platform development meets strategic long term goals of the business, and overseeing proof-of-concepts, pilots, and end product delivery. We collaborate with a broad set of stakeholders and partners?our executive leadership, data science and analytics, product and technology, field and client-facing colleagues?to fulfil the vision.

While there is great hype about how AI and other analytical advancements can impact customer experience, there are significant gaps in reality?and you will play a big role shaping that story and ?making it real? for Schwab. This means going well beyond writing PowerPoint strategy decks and exploring the business case and value of predictive and prescriptive analytics and AI, validating use cases, finding innovative ways of delivering through technology, and working with our data science and technology partners to bring chosen concepts to life through a structured strategy and vision.

Do you want to influence and change the client insight experience to positively impact high-profile Schwab client-facing professionals who manage billions of dollars in assets? Are you obsessed with solving customer problems and passionate about the full end-to-end client experience?  Are you excited by the prospect of diving into emerging, often untested concepts and shaping outcomes? Do you bring strategy-to-execution mindset and an appreciation for technology? We?d like to talk to you.

In this role you will report to the Managing Director ? Clients Insights Strategy & Delivery.

What you?ll do:

Delivery Owner

  • Drive working groups, from business, technology, and data science, to deliver on strategy recommendations and ongoing POCs (Proof-of-Concepts) and Pilots
  • Develop high quality presentations to engage a wide range of stakeholders, from senior leadership to technology teams on topics ranging from strategy to alignment and program updates
  • Ensure that the technology platform solution architecture can meet the insight delivery vision and requirements
  • Bring business requirements and features point-of-view to product teams and drive continuous improvement

Strategic Projects Leader

  • Lead strategic projects that support capability maturity for insight delivery and also the broader client development objectives
  • Identify new, high value use cases for realization and drive prioritization
  • Conduct brainstorms on new ideas and concepts with high impact
  • Perform landscape assessments and build-vs-buy evaluations related to analytics and automation
  • Develop funding rationale and business cases for new programs

Goals Champion

  • Highlight successes and drive scale and expansion
  • Build bridges in other parts of Schwab to assess needs and to develop roadmaps for adoption

What you have:

  • Consultative Experience - 7-10 years of experience with strong examples of having worked with diverse set of stakeholders and influencing strategic decisions in complex environments; an ideal candidate has worked at least 3 -4 years in strategy/management consulting in top tier firms
  • Interest in Emerging Advanced Analytics?e.g., AI (Machine Learning), Predictive and Prescriptive Analytics
  • Innovative and ability to thrive in ambiguity?exploring new, as yet untested concepts requires an innovative mindset to formulate and deliver
  • Technology Fluency?ability to converse with technology and product teams and comfort being part of high level architectural, platform, and delivery conversations
  • Financial Services industry experience, while not essential, is preferred.
  • A bias for action: the ability to overcome obstacles, tackle challenges creatively, and successfully execute, at times under tight deadlines
  • Bachelor's degree required (MBA a plus)

What you?ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • 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.

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications
Relocation Offered?:No
Work Schedule:Days
Languages:English - spoken
Current Licenses / Certifications:None
Relevant Work Experience:Analyst/Strategy-6+ yrs
Position Located In:TX - Westlake
Job Type:Full Time

Category:Business Strategy
Activation Date: Tuesday, January 22, 2019
Expiration Date: Wednesday, May 1, 2019
Apply Here

Company Information

At Schwab, we inspire the driven; individuals who want to take ownership of their career and their future. You are appreciated for your work, respected for your unique strengths and rewarded for the possibilities you create for our clients. Working in Schwab Technology is not just a job; it's an opportunity to do the best work of your life. This team drives Schwab's mission to harness the power of data to deliver the next gen client experience. They relentlessly pursue simplification and modernization, laying the foundation for the digital enterprise. They act boldly together to provide security for our clients and enterprise, safeguarding client trust all while delivering on their core commitments to availability, capacity and project execution with excellence and efficiency. If you are looking to be challenged with projects that stretch and grow your abilities, and push you towards further developing your expertise, apply to one of our openings today.
Dice Id : 10228622
Position Id : 20190110-204

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