Job Information
Charles Schwab Senior Manager, Sales Operations in Westlake, Texas
Your opportunity
The Retail Sales Operations team is responsible for designing and implementing programs that support the evolution of our client relationship models across our mass affluent, high-net-worth and ultra-high-net-worth client segments. The team provides support and insight to deliver best practices, scale, and enhanced sales effectiveness across the Branch Network. The Senior Manager, Sales Operations reports to the Director, Sales Operations.
Rep Outreach leverages rep expertise and digital technology to design messaging programs across three primary channels:
Intelligent emails, automated email messages directly to Clients on behalf of their rep
Templated emails , 1:1 or 1:many email messages activated by a rep from directly within Salesforce
Call campaigns , targeted lists of clients for live rep outreach
These messaging programs serve as critical touch points for Financial Consultants focused on increasing client engagement and promoting client retention.
This individual will partner with our Relationship Model Strategy and Optimization teams as well as a broad set of stakeholders including Marketing, Digital, Field Leaders, and Consultants to understand and prioritize new messages and oversee end-product and content delivery across channels.
Do you want 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 love to talk to you!
What you will do:
Serve as SME and champion of these messaging programs with the field
Execute on existing rollout strategy while building roadmap for future channel, template and content development
Manage and oversee the content development process from intake through copy writing, field feedback, development, QA and rollout
Influence cross-functional partners to inspire and consistently meet deadlines
Identify key metrics, objectives, and results that will define message success
Lead quarterly business reviews to drive program awareness and effectiveness
Create high quality presentations to engage/influence a wide range of stakeholders, from senior leadership to technology teams on topics ranging from strategy to alignment and program updates
Building meaningful relationships with colleagues virtually, particularly executives
What you have
Consultative Experience : Must have 7+ years of full-time experience with strong examples of having worked with diverse set of stakeholders and influencing strategic decisions in complex environments.
5+ years in strategy/management on diverse set of problems spanning from pure strategy to program delivery highly preferred.
Cross-Channel Marketing Automation: Excellent written and verbal communication skills coupled with familiarity of marketing journeys to optimize client engagement
Superior analytical skills: Strong aptitude for data analysis and translating insights into concise, executive-level presentations using Excel and PowerPoint
Technology Fluency: Ability to converse with technology and product teams and comfort with high level architectural, platform, and delivery conversations. Salesforce Marketing and Sales Cloud, Tableau, Microsoft Teams proficiency a plus
Domain Knowledge: Background in marketing/channel strategy/lead management is valued
Ability to thrive in ambiguity: Exploring new, yet untested concepts, ideas, programs and tackling new problems that require working with a wide variety of partners to find solutions
A bias for action : The ability to overcome obstacles, tackle challenges creatively, and successfully execute, at times under tight deadlines and within dynamic work environments
Financial Services industry experience, while not essential, is preferred
Bachelor's degree required
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 (depending on location), 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
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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.
Charles Schwab
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