Colorado Veterans Jobs

Colorado Veterans Jobs

Job Information

Charles Schwab Senior Manager, Retail Field Enablement in Lone Tree, Colorado

The Retail Field Enablement team is responsible for designing and orchestrating the integration strategy for cross-channel initiatives impacting Investor Services field audiences which includes the Branch Network (BN), Client Service & Support (CS&S), Schwab Private Client (SPC) and other Retail client-facing specialty groups. Reporting to the Managing Director in Retail Field Enablement, the Sr. Manager represents our client-facing professionals and advocates for a great rep and client experience. This individual contributor assumes end-to-end ownership for the development of integration strategies, writing and editing playbooks, field resource guides and field communications, leading detailed project plans across work streams and channels, and establishing and handling project governance structure to ensure thoughtful, insightful and high impact delivery of initiatives impacting our client-facing professionals. The role requires working cross-functionally with all levels within the Investor Services enterprise and other Schwab organizations to ensure that strategic and tactical input is provided in all phases of integration design and delivery of initiatives that introduce new, evolved, and/or enhanced experiences to our client-facing professionals and clients.

What you are good at

  • Creating and executing focused integration strategies and delivery plans with a focus on collaborative outcomes

  • Developing, writing and editing content with a clear point of view and tailored for individual audiences

  • Facilitating groups, quickly driving consensus on decisions, and developing a compelling hypothesis and fact-base with imperfect data

  • Adapting and re-calibrating plans as situations evolve while achieving high performance in ambiguous environments and creating order out of chaos

  • Working with multiple cross-functional teams including the business, Operations, Legal, Compliance, Supervision & Controls, Tech, Digital, etc.

  • Motivating people without direct channels of authority, being a coach, influencer and bridge-builder

  • Finding opportunities for continuous improvement to drive efficiency and great impact

Day-to-day activities involve

  • Gaining deep client insights and advocating for the front-line professionals through relationship building, and identifying and defining standard methodologies, tools and resources to support effective initiative integration and delivery

  • Driving cross-functional work streams to maximize outcomes and minimize risk; managing work plans leveraging Excel and PowerPoint, facilitating meetings, ensuring actions are completed in a timely basis

  • Writing and developing content, including field guides and communications, to educate, empower, and advise key constituents

  • Using strategic frameworks and program/project management techniques to help guide people through uncertainty, managing multiple and potentially conflicting priorities, and identifying and running complex dependencies

  • Proactively identifying business opportunities and providing solutions to enhance process efficiency within client-facing organizations

What you have

  • Critical thinking - Ability to think critically and set strategic direction, including ability to identify initiatives, problem-solve and execute plans to meet strategic objectives

  • Sound judgment – Strong problem-solving skills and the ability to manage trade-offs and make decisions with less than perfect information

  • Excellent communication – Exceptional written and verbal communication skills, including ability to develop accurate, visually-compelling PowerPoint presentations and author knowledge articles for internal and external audiences

  • Self-starter – Proactive entrepreneurial spirit, high degree of curiosity with a can-do attitude and the ability to learn quickly and thrive in a sophisticated, dynamic environment

  • Program management – Strong planning and organizational skills, ability to work in both a strategic and executional capacity, and comfort with ambiguity and adapting to change

  • Results driven – Successfully execute on multiple initiatives at the same time, autonomously, quickly, despite challenges, and with a high sense of urgency and great attention to detail

  • Professionalism – Ability to prioritize effectively in a fast-paced environment, possess a positive attitude, passion, professionalism and strong work ethic with high level of integrity and ethics

  • Strong knowledge of Microsoft Word, PowerPoint, Excel and Adobe PDF required

  • Knowledge of the financial services industry required; Series 7 license preferred

  • Working knowledge of change management principles

  • Bachelor’s degree

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf) .

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here (https://www.aboutschwab.com/EEO) to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281 (tel:800-275-1281) .

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charlesschwabrecruitmentguide2020.pdf). Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here (https://www.aboutschwab.com/EEO) to see the policy. Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281. TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

DirectEmployers