Job Description

Job Description

Position Type: Regular
Your opportunity

In addition to a base salary, this role is also eligible for bonus or incentive opportunities. 

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.

As part of the Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business acceptance functions, complex problem solving, and process improvement for Schwab’s retail business. 

Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. We advocate on behalf of our clients and financial professionals, and we work with the field and other partners to ensure key processes / interactions are designed and executed smoothly.

The SPWS Custom Reporting Team will broadly support the adoption and customization of class leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. 

The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person is required to be flexible and adaptive to support the flex force business strategy.

The position is a individual contributor role that will work within the SPWS Custom Reporting Team. This role reports to the Director, Business Accommodations. 

What you’ll do:

• Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions.
• Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants.
• Support custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance
• Identify, research, and look for solutions to resolve the needs of affluent clients
• Identify opportunities to modify existing processes to efficiently manage escalations
• Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process.
• Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes
• Demonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagement
• Develop recommendations and a business case to support the them 

Qualifications: 

• Deep product expertise of Addepar reporting capabilities 
• Strong working knowledge of Schwab internal systems, tools, and resources; including Salesforce, Workfront, Specialized Proposal Tool, Relationship Pricing Model, Client Central, Knowledge Center and Legacy systems Preferred – industry specific licensing and/or designations (CPIM, CFA, CFP)
• A client-centric focus – keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients
• Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm
• Ability to influence partners at all levels and demonstrate strong ownership skills.
• Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue (not explicitly stated) quickly and accurately, efficiently research a complex problem, and quickly learn and apply new information
• Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management
• Ability to manage a diverse set of priorities in a fast-paced, dynamic environment
• Comfort with ambiguity and an ability to create a clear path forward in such situations
• Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision
• Curiosity, a “can-do” attitude and the ability to learn quickly and thrive in a complex, dynamic environment
• Outstanding “soft” skills - including the ability to work well with a diverse range of partners
• Bachelor’s degree 
• 4+ years of experience with UHNW client segment required
• 7+ years’ experience in brokerage or financial services industry required
• Preferred – industry specific licensing and/or designations (CPIM, CFA, CFP, etc.)

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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