The Senior Manager, Wealth Management Learning & Coaching Strategy reports up through Wealth Management Learning & Coaching Team which is part of the Sales Operations organization within Retail Experience, Strategy & Risk. The Senior Manager, Sales Learning & Coaching Strategy, will report to the Director, Sales Learning & Coaching Strategy.
Our branch network is at the heart of the relationships we build with clients and delivers on our holistic modern wealth management value proposition in local communities and through our centralized delivery channels. Our focus is to build trusted relationships with clients and their families to help them achieve their financial goals and leave a legacy.
The Wealth Management Learning & Coaching (WML&C) team is responsible for empowering our sales professionals to build trusted relationships and deliver modern wealth management to our clients through world-class learning experiences. Our goal is to enable increased engagement and retention of clients, enhance confidence in the professionals we support and improve overall sales professional performance.
The Senior Manager, Wealth Management Learning & Coaching Strategy will be responsible for:
Building an approach for leveraging data to support branch learning, development, and coaching. This role would take insights and help turn them into action across our learning and coaching initiatives, including: Analyzing data across WML&C Team in support of the branch network, aligning with strategic focus areas, branch performance indicators, and key activity metrics. Understanding key performance indicators and leading indicators and using dashboards and reports to develop a point of view on the health of the business and coaching reinforcement opportunities. Partnering with Wealth Management Relationship Consultants on regional data reviews, providing observations and insights, and supporting business reviews. Partnering with Sales Operations Teams to align key metrics within data strategy and develop point of view on the metrics that support overall strategy of the organization.Competitive Intelligence: Maintaining, developing, and enhancing Competitive Intelligence resources on the Knowledge Center centered around meeting sales professional needs in support of their clients and their conversations. Building a strong understanding of Schwab’s investor segments, offering, and key opportunities in the marketplace to provide competitive intelligence positioning for our sales professionals.
Partner Management: Influencing and gaining alignment with leadership team members and partners for continued agreement on strategic roadmap and priorities. Partnering with business groups to gather perspective and consultation from subject matter experts to share best practices, understand strategic priorities, and promote seamless integration of priorities across the sales channel.
Strategic Program Management: Managing executive updates and communications to support quarterly business reviews and business updates. Providing project leadership and channel support across key strategic initiatives, including day-to-day management, project plans, executive updates, stakeholder feedback and performance measurement. Serving as a change agent to manage the implementation of strategic programs across field audiences. Partnering with the business to develop and ensure a common understanding of the vision, roadmap, and requirements with a keen focus on business outcomes. What you have Ability to navigate and lead through new and ambiguous subject matter. Strong analytical and insights capabilities to review and digest sales data including leading indicators, key performance indicators, and other sales acidity and performance metrics. Ability to recognize trends and develop recommendations to support coaching opportunities and strategic focus areas across multiple regions and the sales network. Financial services industry understanding and ability to review firm competitive intelligence information and develop sales-focused insights and discussion points for sales professional usage. A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel. Demonstrated experience building relationships with a diverse range of partners and working with cross-functional teams to design and deliver client experience initiatives, including evaluating opportunities and making recommendations based on the unique needs of the business. Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations, influence partners and create and deliver compelling presentations. Detail-oriented with superior project management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis. Ability to identify and prioritize business implications, develop a point of view, and create the objectives, structure and plan to mobilize resources.
Qualifications:
Bachelor’s degree with 7+ years relevant experience. 5+ years in analytics, strategy, product management, sales operations or client experience type roles preferred. Financial Services industry experience is preferred. Series 7 licensing preferred, but not required. Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed 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. Application FAQs
Software Powered by iCIMS
www.icims.com