Charles Schwab Employee Loyalty Senior Manager in Phoenix, Arizona

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. With a focus on employee development and collaboration, we help clients and employees reach their goals. CS&S builds loyalty with clients and employees one interaction at a time.

The Employee Loyalty Team is privileged to engage our Schwab family in building world class talent. In today’s world of the customer experience, service is a key differentiator and we are driven by the knowledge that happy employees will delight our clients. It is about investing in people and the processes to support them – to ensure they feel welcomed, valued, empowered and prepared for what lies ahead in support of their growth and career development. We achieve this through collaborative partnerships with CS&S Leadership, Talent Acquisition, and Human Resources to design, manage and implement programs that support the overall experience of CS&S employees. With an eye for efficiency, we challenge ourselves to offer innovative solutions to align processes, systems, and resources.

What you’ll do:

As the Employee Loyalty Senior Manager and Project Manager, you will

  • Use your talents and experience to develop and manage programs and inspire and develop your team to enhance experiences that enable a stable and diverse workplace

  • Partner with Human Resources and Talent Acquisition to increase diversity in who we hire and help define solutions to attract new talent through flexible schedules, compensation, and benefits

  • Support program development and act in a liaison role with CS&S Leadership to help retain employees through mentor programs, career development education and successful adoption of career plans

  • Maintain retention tracking for both <1 year and overall voluntary external attrition

  • Partner with TA and HR to define and analyze retention and diversity

  • Partner with leaders in our local centers to establish consistent and impactful experiences for professionals

  • Support evolution of future Employee Loyalty programs

What you have:

  • Bachelor’s degree

  • 5+ years with direct program management experience

  • 2+ years people management experience

  • Analytic and problem-solving skills, with excellent attention to detail

  • An outstanding record of partnership across organizational lines

  • Demonstrated ability to work effectively on a fast paced and dynamic team with ability to quickly organize and manage multiple priorities.

  • Excellent interpersonal skills, including expert presentation and communication skills –both written and oral

  • Collaborative team player with examples of establishing and developing effective relationships with internal and external business partners

  • Also able to be self-directed; happy working independently for long stretches at a time

  • Demonstrated ability to engage others to reach desired future state of the business

  • Expertise in finding creative and innovative solutions to day-to-day challenges and implementing them

  • Strong client service focus and solid understanding of CS&S service model, along with a network of contacts across Investor Services and Human Resources

  • High proficiency with PowerPoint is a must (plan to share samples of recent presentations)

  • Proficiency in Word and Excel

  • Desired: experience with MS SharePoint

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: AZ - Phoenix, IN - Indianapolis