At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Workplace Financial Services (WFS) is a growing enterprise at Charles Schwab. Workplace Marketing supports the WFS in unlocking growth across three business lines: Retirement Plan Services, Stock Plan Participant Services, and Designated Brokerage Services. Our organization plays a critical role in driving top-line growth for the enterprise, helping participants engage with their plan benefits through communications, and bridging participants of plans to solutions across Schwab.
The Strategy, Planning, and Transformation (SPT) team resides in Workplace Marketing focused on critical initiatives that help strategically scale our organization and support the growth of WFS, while playing a connector role in aligning Marketing resources against business priorities. This role is pivotal in in transforming our organization in a high-paced, high-change environment to enable marketing to be more effective and efficient in the way we work in a matrixed environment, partner with stakeholders such as Client Experience, Offer Management, Strategy, and other business line partners.
The position is responsible for
Owning the annual strategic plan– Orchestrating strategic planning for our organization, managing our planning portfolio and making recommendations on initiative prioritization and resource allocation to the leadership teamAligning our work to the most important priorities – Deeply understand business priorities and strategy to make recommendations on the annual strategic marketing plan and portfolio to achieve OKRsStrategic resource management – Work closely with the Director of the SPT and Managing Director of Workplace Marketing to plan resources and budget to effectively support priorities against a fixed capacity modelProactive relationship building – Forging and developing close relationships with peers, partners, and subject matter experts that help organically garner buy-in on priorities and tradeoffs
What you'll do
Own the facilitation of Workplace Marketing’s annual planning process, initiative portfolio, and budget allocation, closely collaborating across Marketing, Workplace Financial Services, and Retail enterprises for input and centralized planning activitiesIntimately understand the work our organization does and how resources are utilized to identify synergistic opportunities across projects, including finding efficiency opportunities in our budgetFacilitate ongoing Steering Committees meetings, planning working sessions, and other critical planning meetings that lead to decision making and alignmentIndependently forge and strengthen relationships with partners and peers through ongoing one-on-ones and working sessions to resolve open issuesBecome one of the primary points of contact on the SPT team for intaking new strategic initiatives and managing our opportunity backlogDevelop structure and routines for our organization that improves our overall operating model through planning and resource orchestrationWrite compelling executive presentations and materials across that help articulate our strategy, impact, and garner business investment on resourcing gaps What you haveRequired Qualifications:
5+ years of work experience, including 3+ years of experience from a top consulting firm, strategy role in large organization, or similar strategic planning roleBachelor’s degreeStrong communication skills and with high-level of comfort leading meetings and facilitating very active working sessions, especially with senior and more experienced leadersAbility to navigate ambiguity in a fast-paced environment while introducing structure and frameworks for problem-solvingExcellent collaborator who thrives on working with others in a matrixed organizational environmentActive listener who can synthesize many details and is not afraid to “go into the weeds” to solve problemsSelf-starter mindset with a willingness to jump in and learn, make quick decisions, and pivot towards better solutions when neededFlexible and comfortable with change as business and organization is undergoing transformation
Preferred Qualifications:
MBA; Post-graduate degree Knowledge of marketing organizations and financial services industry experienceExcited to work for Schwab and step into a high-impact role with significant opportunity to grow at Schwab! 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
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