Senior Manager, Field Operations
About the role
Westlake, TX
Requisition ID 2026-123718 Category Data Analytics and Strategy Position type Regular Pay range USD $130,000.00 - $160,000.00 / Year Application deadline 2026-07-13
Your opportunity
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location: Westlake, TX
Investor Services Retail Experience Organization
Since day one, Schwab has set out to challenge the status quo, looking for ways to offer our clients more value and a better experience. We're confident our approach can help people take ownership of their financial futures. We offer investors a modern, full-service approach to build and manage their investments, providing investment-related products, services, and sophisticated financial planning that combine the best of what people and technology have to offer.
The Field Operations organization is at the heart of relationships we build with clients and the delivery of our holistic modern wealth management value proposition. Our focus is to enable all client-facing teams to build trusted relationships with clients and their families in order to help them achieve their financial goals and leave a legacy.
Senior Manager, Field Operations – Retail Extension & Relationship Models
The Field Operations team is responsible for designing and implementing programs to deepen client relationships at scale across Retail sales channels.This role will serve as the program manager for the development and implementation of our Retail distribution and Trader CE partnership strategy designed to grow and enhance relationships and effectiveness. Additionally, they will support all relationship models, and referral-based sales channels. TheSeniorManager,Field OperationsreportstotheDirector,Field Operations.
Responsibilities include:
Support the development and evolution of sales channel relationship models focused on the relationship and investment needs of workplace investors, including opportunities to partner with the Trader CE organization to strengthen connectivity across client-facing channels.
Support the maturation of our Trader relationship model and referral-based sales teams by building strong working relationships with Trader leadership, senior leaders, and cross-functional partners.
Provide program leadership and channel support across retail initiatives, including day-to-day management, project plans, meeting planning, executive updates, stakeholder feedback, performance measurement, and coordination with Trader CE partners.
Liaise with partners firm-wide to represent business needs, gather perspective and consultation from subject matter experts, and connect dots across retail distribution to inform the development and seamless execution of solutions across the sales channel.
Serve as a change agent and manage the implementation of strategic programs across field audiences, ensuring alignment between Trader CE, and broader Retail distribution priorities.
The ideal candidate will possess the following capabilities:
Detail-oriented with superior program management skills and the ability to multi-task and work efficiently to meet deadlines on an independentbasis.
Superiorwrittenandverbalcommunicationskills,includingbeingabletosynthesizedata,developcohesivebusiness casesandrecommendations,influencepartnersandcreateanddelivercompellingpresentations.
Demonstrated experience building relationships and working with cross-functional teams to design and deliver client experience initiatives and making recommendations based on the needs of thebusiness.
Strong analytical and problem-solvingskills.
Ability to gain the respect and support of senior leadership, partners and peers. Ability to inspire action and influence without authority.
What you have
Qualifications:
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
Bachelor’s degree
7+ years relevant experience
5+yearsinprogram or productmanagement,strategy, Field Operations, communicationsorclientexperiencetyperolespreferred.
Financial Services industry experience isrequired.
Critical Success Factors:
Ability to learn quickly and thrive in a complex, dynamicenvironment.
Outstanding"soft"skills-includingabilitytoworkwellwithadiverserangeofpartnersandproactiveattitude.
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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Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Compensation
This Operations role pays $130k-$160k/yr. Within typical range for operations roles in United States.
Questions about this role
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