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Through advocacy and innovation, Schwab has worked to make investing
more affordable, more accessible and more understandable for all.
For more than three decades, The Charles Schwab Corporation has been
an advocate for individual investors and the independent advisors who
serve them.

At Schwab, we respect the unique differences of our employees, our
clients and the communities we serve � striving to create a
consistent and rewarding employee experience. If you share our
enthusiasm for helping others, building trusted relationships,
possess high ethical standards, and have a desire to learn and grow,
there's a place for you at Schwab!

Organization Objective/Purpose:

Insight and Loyalty is Schwab's hub for client-centric information
and insights. The Client Data team, part of Insight & Loyalty,
provides cross-enterprise leadership and business stewardship of all
clients' core identity data. We manage the quality and integration
of client data for accuracy, consistency, and optimal client
experience; and ensure appropriate views of the client's relationship
are presented to Schwab staff at all affiliates and to the client,
while complying with corporate policy, regulatory, and privacy
requirements.

Brief Description of Role:


As a Senior Manager, you will be very strategic in
approach, while remaining very tactical with regards to user support
and data analysis. As one of three individual contributors on the
team, you will:

Champion data quality and information
management best practices with headquarters and field partners.
Actively seek impactful ways to improve the client
experience and business results through better stewardship and
use of client data.

Collaborate with business partners, technology teams, and
operations teams to create strategies and recommendations that
will improve client data management. Develop business cases
to help prioritize recommendations and secure resources to
implement.

Act as business leader for client data projects, from the
development of business requirements through successful
implementation, including user acceptance testing and the
creation of documentation, training and communications. Lead
and/or support cross-functional project teams, with members
from technology, operations, and business groups (including
front-line teams). Develop strong working relationships with
key stakeholders to ensure overall success.

Ensure projects are moving forward as planned. Ensure risks
and issues are identified early and addressed appropriately.
As needed, escalate significant issues, recommend action
plans, and involve stakeholders to develop win-win solutions.
Provide leadership to drive resolution with a sense of urgency.

Through proactive outreach and end user support, stay in touch
with our users and manage the queue for enhancements and
problem resolution with our technology teams. Identify
opportunities to improve client data and data management
processes, and help develop pragmatic solutions to
continuously improve.

Proactively engage with business and technology partners, as
well as technology providers and industry experts, to be
informed about capabilities that will move the business
forward.

Support client data governance activities. Define meaningful
metrics with business partners to report on the quality and
state of client data; maintain and enhance reporting as needed.

Consult with organizations throughout the firm on strategies
and projects with impact on client data.

Understand client needs and preferences, business and
affiliate objectives and environments, information management
best practices, relevant corporate policies, and regulations
and requirements (including information security, and privacy).
Apply this knowledge to appropriately design and balance
solutions, such that key needs are satisfied (or better), and
key risks are properly understood and mitigated.

Technical/Functional Qualifications:

5-7 years experience in
data analysis, business analysis, and project management in a
large organization.

Well-developed project management skills, with strong record
of on time, on budget, high-quality delivery.

Excellent verbal and written communication skills: able to
structure and present information (including complex issues,
trade-offs, and strategies) in a clear, concise, and
audience-appropriate manner.

Able and willing to deliver bad news, confront issues
proactively, and work inclusively and tenaciously to identify
win-win solutions. Self-confident; capable of commanding
respect at all levels.

Strong business partnership and influencing skills to gain
alignment on project requirements and obtain resources and
information, especially in cross-functional teams.
Flexibility and ability to work collaboratively in a matrix,
'virtual' environment.

In addition to collaborative skill and comfort, is also highly
self-motivated, self-sufficient, and able to work
independently as needed.

Experience analyzing large datasets using SQL; ability to
synthesize data and summarize findings into effective
presentations.

Possess subject matter expertise to identify potential
upstream and downstream impact of planned system changes and
be able to recommend system and business solutions.

Capable of thinking and acting strategically, and also working
with close attention to detail and accuracy.