Charles Schwab Sr. Specialist, Program Office in Westlake, Texas


Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616

Lindsay Erica Peterson


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 at 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:

Sales & Service Enablement (S&SE) plays a critical role supporting initiatives from strategy development to ongoing business operations. We provide support for the Investor Services (IS) field channels through people, process and technology improvements. A key function within the S&SE organization is the Investor Services (IS) Program Office & Field Advocacy Team. The IS Program Office (ISPO) is a growing function responsible for strategically aligning programs and initiatives within Investor Services and respective stakeholders through program oversight, change management and field advocacy work. The Senior Specialist will report to the Director of the Program Office & Field Advocacy Team.

The key areas of focus for the Senior Specialist are:

Program & Change Management

Assist with evolving the ISPO function to allow for greater transparency into all initiatives, ensure initiatives align with our strategic objective, and track the use of resources with our key business partners

Field Advocacy

Supporting key initiatives, and owning deliverables that align to the priorities of the field organizations and their leadership teams.

What you’ll do:

  • Program Management/Intake Process:

  • Support the process for gathering, assimilating and updating initiatives on an ongoing basis which includes socializing and uncovering project queues and inputs that should flow through the Program Office.

  • Maintain and optimize comprehensive initiative calendar that showcases impact and allows for sequencing and prioritization

  • Help drive our strategic direction by identifying how each program effort ties back to key objectives

  • Assign prioritization to projects as they run through the intake process

  • Field Engagement

  • Work with field partners and integration channels to maintain capacity models and thresholds to inform how and when we activate initiatives within strategic business channels

  • Overlay capacity thresholds into detailed calendars to inform sequencing and flow of project work streams.

  • Build and cultivate relationships with field leaders and key business partners to understand their needs

  • Adoption Measurement/Reporting:

  • Sustain and evolve adoption models to inform future planning, decisions, and to create standards based on what we know works.

  • Design, develop and build out dashboards and reporting capabilities within WorkFront to simplify the delivery of information to field and corporate partners.

  • Proactively and enthusiastically represent the needs and perspectives of the IS field organizations and S&SE

What you have:

  • Project management capabilities and working knowledge of change management principles

  • Outstanding “soft” skills - including the ability to work well with a diverse range of partners

  • Curiosity, positivity, and ability to learn quickly, adapt and thrive in a complex, dynamic environment

  • Skilled in operating at both strategic and tactical levels

  • Strong analytical skills; creative and resourceful problem-solving skills

  • A balance of patience and drive to deliver on multiple priorities concurrently; some efforts with abbreviated timelines

  • Sound judgment and ability to identify and manage trade-offs

  • Expert knowledge with Microsoft Office products, specifically PowerPoint and Excel; ability to tell a story using PowerPoint; Knowledge of Workfront a plus

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • 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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Financial Services-2-5 yrs, Banking-2-5 yrs

Position Located In: TX - Westlake

Education: BA/BS

Job Type: Full Time

Category:Project/Program Management

Activation Date: Friday, May 25, 2018

Expiration Date: Tuesday, June 26, 2018

Apply Here