Vacancy expired!
Your Opportunity
Charles Schwab's Retail Segmentation Strategy group is focused on developing differentiated client experiences for Retail clients based on client characteristics. This position involves a combination of execution and a cohesive client experience across client segments. This includes handling cross segment responsibilities, rationalizing experiences across segments, and identifying new opportunities to enhance segmented experiences. The role provides an opportunity to engage leaders both within retail and across Schwab on a topic, and a project, that will define our retail organization in the coming decade.Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.- Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference
- When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
- Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.
- Complete the retail segmentation project across workstreams
- Serve as the primary business point of contact on certain workstreams
- Ensure workstream breakthroughs are met and recommend resolutions to risks or blockers that may impact project delivery
- Ensure resolution of business-oriented risks and action items identified through workstream engagement
- Facilitate cross domain coordination to ensure we are supervising dependencies and results
- Facilitate cross project coordination within domains so that domains with similar requirements from multiple projects are carrying out together to create efficiencies
- Update and maintain documents related to project achievements, project plans, and readouts to partners and leaders in partnership with other workstream leads and project managers
- Maintain segmentation-related content for the field including IWIN pages, FAQs, etc.
- Maintain backlog of ideas for future enhancements to segmentation and facilitate leadership discussions regarding prioritization of enhancements
- Engage new groups not currently in scope to share the segmentation vision and collect feedback and ideas on new enhancements
- Supervise the competitive landscape to understand competitor approaches to segmentation
- Review key data trends across segments and provide perspective to retail leaders to drive decision making and prioritization
- Engage with key partners across retail to ensure future experience development is consistent with our segmentation strategy
- A total of 5+ years of experience with strong examples of having worked with diverse set of customers and influencing strategic decisions in complex environments; an ideal candidate has worked at least 3+ years in strategy/management consulting working on a diverse set of problems spanning from pure strategy to program delivery
- Ability to thrive in ambiguity-exploring new, yet untested concepts, ideas, programs and solving new problems that require working with a wide variety of partners to find solutions
- Superior analytical skills, research capabilities and attention to detail
- Superior communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences
- Strong and shown teaming skills, especially in cross-functional teams
- Comfort in a dynamic and fast-paced work environment
- Advanced capabilities in MS Excel and PowerPoint
- Prior experience in financial services including experience with financial markets, products, technology is preferred but not required
- Bachelor's degree required (MBA a plus)
Vacancy expired!