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Charles Schwab & Co., Inc

Senior Manager, Retail Strategy - Military veterans preferred

Charles Schwab & Co., Inc - San Francisco, CA

\t\t Description: San Francisco - CA, SF211MN, 211 Main St, 94105-1905Nicole Stefanski0906-36033We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client\u2019s 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 \u2018own your tomorrow\u2019 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 Culture: \u00a0https://www.youtube.com/watch?v=Qkic76FWat8Our Opportunity:Charles Schwab's Investor Services (IS) Strategy group is the internal strategy group for the retail business unit of the firm, which manages approximately 50% of the firm\u2019s assets and generates over 70% of its revenue. The IS Strategy group is one of the main intake points for top-tier talent at Schwab, providing members with an unparalleled opportunity to work on the major strategic and operational issues confronting the business while gaining visibility among the firm's executive and senior leadership.Reporting a Managing Director (MD) of IS Strategy, the Strategy Consultant role is charged with delivering thoughtful, insightful, high impact contributions across a range of \u201chigh-stakes\u201d strategic projects. The Strategy Consultant works in a team setting and builds relationships with a wide range of stakeholders at all levels of the organization and across Schwab\u2019s businesses. Project work will primarily focus on developing strategic insights that will drive sustained growth for Schwab. This role could be a Sr. Manager or Manager based on Candidates skill set.The team is responsible for:

Insights: Deliver world class strategic insights and recommendations

Analysis: Conduct clear, consistent, fact-based analysis to inform key business decisions

Prioritization: Drive the allocation of scarce resources to the highest value issues across Schwab

Communication: Develop high impact presentations for key audiences, including the c-suite, Board, analyst community, and regulators

Partnership: Cultivate strong relationships with business partners across the company to inform and align strategy work, and to actively support the transition from recommendation to execution

What you will gain:\u00a0
Opportunity to influence the key strategic decisions that are shaping the direction of the company
Meaningful exposure to a wide range of business leaders and executives, including strong support for further career development at Schwab
Further develop your \u201cconsulting toolkit\u201d to drive structured problem solving, develop storyboards, and conduct robust analysis
Learn how to balance \u201ctheory\u201d and \u201cpractice\u201d in adapting analysis and recommendations for the complexities of real world conditions, industry trends, competitor actions, and client behavior
Develop credibility and rapport with key business partners as you learn about Schwab\u2019s clients and businesses and develop a deeper understanding of the key business drivers\u00a0

Key responsibilities:\u00a0
Plan and execute work streams for large, complex projects, as well as take full ownership end-to-end for smaller projects
Author and deliver high-impact presentations
Synthesize large quantities of information to generate insights through both quantitative and qualitative analysis
Develop and maintain perspective on strategic implications of key developments in the external environment, industry trends, and competitor actions
Develop strong relationships across the firm and cultivate the team\u2019s linkages with corporate development, financial planning, investor relations, and the broader strategy community at Schwab\u00a0

What you have:
Minimum of 2 years work experience in strategy required, preferably with a top-tier consulting firm or strategy group within a financial services firm
Bachelor\u2019s degree; MBA (if applicable) \u2013 we are seeking both pre-MBA and post-MBA candidates
Superior analytical skills, creativity in problem solving, and attention to detail
Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to executive audiences
Comfort dealing with ambiguity in a dynamic and fast-moving work environment
Strong financial modeling skills and knowledge of financial/valuation concepts
Expert user of PowerPoint and Excel
Personally and professionally aligned with Schwab\u2019s vision and values, and a strong interest in financial services

What you\u2019ll get:\u00a0
Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
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.\u00a0\u00a0\u00a0Charles 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.\u00a0 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\u2019s hiring decisions. All other submissions should be performed online.Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab. \t\t Job Specifications

Relocation Offered?:
No

Work Schedule:
Days

Languages:
English - spoken

Current Licenses / Certifications:
None

Relevant Work Experience:
Product Development-2-5 yrs

Position Located In:
CA - San Francisco

Education:
MA/MS/MBA

Job Type:
Full Time

\t\t\t\t\t\t Category:Product Development \t\t Activation Date: Wednesday, September 6, 2017 \t\t Expiration Date: Friday, December 1, 2017 \t\t Apply Here \t
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6 days 5 hours ago

Charles Schwab & Co., Inc

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Senior Manager, Retail Strategy - Military veterans preferred Charles Schwab & Co., Inc - San Francisco, CA, United States

   

Location: San Francisco, CA

Company Profile:
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) 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.