Duration:0-12 month(s)
Description/Comment:Job Requisition:
Client's Digital Wealth Product enterprise is responsible for leading digital disruption on behalf of investors and advisors.
We want every interaction to be simple and easy.
We collaborate with user experience and design, investment and technology partners across the enterprise to build experiences our users are passionate about.
We are on a journey to build the future of financial services and transform the way we work to get there.
Your opportunity:
The Digital Advice Offer Management Team defines the clients intelligent Portfolios experience, driving growth and retention of clients in the clients Intelligent Portfolios and clients Intelligent Portfolios Premium offers and collaborating across teams in the execution and expansion of the product offering.
Our purpose is to expand access to quality investment advice through scalable solutions, reaching a much wider range of investors than ever before.
The team focuses on:
• Strategy & Client Experience - Driving the growth and retention of the clients Intelligent Portfolios and clients Intelligent Portfolios Premium offers, monitoring the automated investing competitive landscape and envisioning the future for our Schwab Intelligent Portfolios and clients Intelligent Portfolios Premium offers within the Schwab product suite and communicating with and driving education for current clients.
• Execution - Coordinate with business partners to execute on growth, retention and client/rep experience projects
• Analysis - Proactively analyze data to uncover insights that drive business value and impact;
• Partnership - Working with our technology, product, field, investment, legal and marketing partners to drive growth, retention and support the daily operation of the offer.
The Contractor will be a part of the Offer Management Team focused on clients Intelligent Portfolios and clients Intelligent Portfolios Premium responsible for:
• Understanding the offer client and rep experience with the ability to drive solutions for enhancements and pain points
• Drive regulatory communication process and identify pain points and solutions within the process.
Support regulatory initiatives for SIP/P.
Lead internal regulatory reporting and forums.
• Oversee the delivery of client regulatory communications and follow-ups as necessary
• Leading overall business and project planning for client and rep enhancements for the offer, partnering with Technology, Platform, Regulatory, Investment and Field Teams
• Maintaining and improving internal communications
• Serving as an SME for the offer across the organization
• Lead special projects for SIP and SIP Premium as needed, collaborating across the organization in driving results
• Advise on Remediation plans and client/field communications with partners
Additional Job Details:** Team is flexible on work location (Hybvrid) Devnver and Chicago and Austin house some team members/leaders What you're good at: Being part of a highly successful team, whose members can build strong partnerships, influence across all levels the organization, develop data driven recommendations and deliver positive business outcomes by collaborating across multiple teams.
This role is for individuals with an action bias and the ability to overcome obstacles and execute on multiple projects simultaneously.
This role will focus on continuous process improvement on the clients Intelligent Portfolios and clients Intelligent Portfolios Premium offers through a range of efforts including: • Defining current-state processes across the offer to identify opportunities for improvement • Plan for contingencies and business continuity while improving efficiency • Coordinate responsibilities across cross-enterprise teams and functions • Collaborating closely with key cross-functional partners to advance Offer Management and Digital Advice objectives, including Asset Management, Product, Technology, Marketing and Field Teams among others.
• Developing actionable and easy to understand solutions in addressing issues within the client and rep experience • Maintaining regulatory compliance and processes in collaboration with partners • Getting beyond the initial "ask" to understand the underlying business needs, critical path, and timeline surrounding key goals What you have: You are a creative problem solver with a positive attitude who enjoys collaborating with and influencing individuals across an organization driving growth.
The candidate thrives in a fast-paced, growth-oriented environment and possesses: • Demonstrated experience in process mapping with a desire to improve client/rep experiences • Ability to collaborate across multiple functional areas and implement solutions across functional areas with partnership from key stakeholders • Excellent presentation, communication, and interpersonal skills • Sharp analytical and problem-solving skills to deliver recommendations and drive to results • Ability to develop multiple solutions to the same problem highlighting benefits and roadblocks for each • Adaptability with a "growth mindset" who works well in and iterative environment and both seeks and welcomes feedback to improve deliverables A minimum of 5+ years in consulting, strategy, product development, or process improvement preferred, with a Bachelor's degree and validated experience managing complex projects required
EEO:
"Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.
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