The Sales Optimization team is hiring a Director to advance Intelligent Communications within our Retail enterprise. This capability will use data to deliver of personalized content directly to Clients on behalf of their Financial Consultant. By automating these communications, we will increase client engagement while simultaneously driving scale for our client-facing teams. The ideal candidate will be the de-facto leader of this new capability and will succeed by setting strategic direction, developing business case(s), establishing operating models, conducting detailed analyses, and leading all aspects of end-product and content delivery. This individual would collaborate with a broad set of contacts including Marketing, Digital, Field Leaders, Consultants and others. Additionally, this person would be responsible for serving as the Business Owner to other key capabilities that drive Client-facing team scale including texting, digital appointment scheduling, screen-sharing and other capabilities.
Will work on a variety of topics – from strategic development and evaluation of new concepts (“Would doing X add value for Schwab and why?”) to driving specifications for pilots to partnering with other Schwab teams in technology and marketing to finding answers to difficult questions to playing the role of business partners for product delivery. This role reports to the Managing Director of the group.
Do you want to positively impact high-profile Schwab client-facing professionals who manage billions of dollars in assets? Are you obsessed with solving customer problems and passionate about the full end-to-end client experience? Are you excited by the prospect of diving into emerging, often untested concepts and shaping outcomes? Do you bring strategy-to-execution mindset and an appreciation for technology? We’d love to talk to you!
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. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
About TD Ameritrade
TD Ameritrade is a broker that offers an electronic trading platform for the trade of financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, cryptocurrency, mutual funds, and fixed income investments.
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