Director, Tax Offer Development - Wealth Strategies Group
Your OpportunityAt Schwab, you're empowered to make an impact on your career.
Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
We believe, when done right, investing liberates people to create their own destiny.
We are driven by 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.
The Director of Tax Offer Development is a new role that will lead the strategy, offer development, and execution for tax-aware planning and investing at Schwab.
In this role as an individual contributor working in a hybrid office environment, you will design and build a tax planning offer for advisors to deliver to Schwab's end clients at scale in a hybrid setting.
In the near-term, you will construct and prioritize the roadmap, evaluate technology solutions, and set us up for future investments that align to our vision.
As part of the Wealth Strategies Group, you'll support our investor and advisor services businesses mass affluent and high net worth client needs by enhancing our expertise, delivery and services through our client facing organization and specialists.
As the Director of Tax Offer Development, you will:
Create a compelling vision and strategy for tax advice at SchwabBuild the offer roadmap and manage go-to-market and implementation plansBecome an expert in the needs, expectations, and pain points of clients and advisors in advice and wealth management Assess competitive environment, industry trends, current strengths and gaps, as well as field representative needsDeliver data-driven recommendations on opportunities to enhance the end-to-end client experience Design our success metrics and business cases, market sizing, and economic analysis, using both primary and secondary researchDevelop clear, compelling presentations for senior leadership that will be used to influence the strategic direction of the client experience and our advice offeringLead strategic initiatives that continue to enhance our offering and drive business impactDevelop and handle strong relationships with cross-enterprise business partners, stakeholders, executives, and client-facing representatives What you haveExpertise in tax topics, including designing and delivering tax-related programs, enhancements, and offersStrong strategic planning, problem solving, project management, and offer management skillsTrack record of designing and implementing end-to-end experiences that achieve superior results for the end user at scaleExperience in successfully gathering data and synthesizing insights to understand client needs, attitudes, and emotions and inform design and positioning of products and servicesExceptional communication, relationship management, and influencing skills; strong emotional intelligence and senior-level executive presence.
Thrives on initiating, building, and cultivating strong authentic relationships on the team and across the organizationExcellent presentation skills and demonstrated success in a collaborative environmentBA/BS degree required; CFP and/or CPA preferredJob SummaryRequisition ID:
2024-97290Estimated Salary: $20 to $28 per hour based on qualifications.
Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
We believe, when done right, investing liberates people to create their own destiny.
We are driven by 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.
The Director of Tax Offer Development is a new role that will lead the strategy, offer development, and execution for tax-aware planning and investing at Schwab.
In this role as an individual contributor working in a hybrid office environment, you will design and build a tax planning offer for advisors to deliver to Schwab's end clients at scale in a hybrid setting.
In the near-term, you will construct and prioritize the roadmap, evaluate technology solutions, and set us up for future investments that align to our vision.
As part of the Wealth Strategies Group, you'll support our investor and advisor services businesses mass affluent and high net worth client needs by enhancing our expertise, delivery and services through our client facing organization and specialists.
As the Director of Tax Offer Development, you will:
Create a compelling vision and strategy for tax advice at SchwabBuild the offer roadmap and manage go-to-market and implementation plansBecome an expert in the needs, expectations, and pain points of clients and advisors in advice and wealth management Assess competitive environment, industry trends, current strengths and gaps, as well as field representative needsDeliver data-driven recommendations on opportunities to enhance the end-to-end client experience Design our success metrics and business cases, market sizing, and economic analysis, using both primary and secondary researchDevelop clear, compelling presentations for senior leadership that will be used to influence the strategic direction of the client experience and our advice offeringLead strategic initiatives that continue to enhance our offering and drive business impactDevelop and handle strong relationships with cross-enterprise business partners, stakeholders, executives, and client-facing representatives What you haveExpertise in tax topics, including designing and delivering tax-related programs, enhancements, and offersStrong strategic planning, problem solving, project management, and offer management skillsTrack record of designing and implementing end-to-end experiences that achieve superior results for the end user at scaleExperience in successfully gathering data and synthesizing insights to understand client needs, attitudes, and emotions and inform design and positioning of products and servicesExceptional communication, relationship management, and influencing skills; strong emotional intelligence and senior-level executive presence.
Thrives on initiating, building, and cultivating strong authentic relationships on the team and across the organizationExcellent presentation skills and demonstrated success in a collaborative environmentBA/BS degree required; CFP and/or CPA preferredJob SummaryRequisition ID:
2024-97290Estimated Salary: $20 to $28 per hour based on qualifications.
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