Charles Schwab · 1 day ago
Senior Manager, SPWS Complex Reporting Manager, Investor Services
Westlake, TX
Full-time
Hybrid
Senior Level
7+ years expCharles Schwab is a leading financial services firm that empowers clients to make impactful decisions. The Senior Manager, SPWS Complex Reporting Manager will work closely with Ultra High Net Worth clients to develop customized reporting solutions and support the adoption of advanced reporting tools, while collaborating with cross-functional teams to enhance client experiences.
Financial Services
Responsibilities
Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions
Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants
Support custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance
Identify, research, and look for solutions to resolve the needs of affluent clients
Identify opportunities to modify existing processes to efficiently manage escalations
Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process
Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes
Demonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagement
Develop recommendations and a business case to support the them
Qualification
Required
Deep product expertise of Addepar reporting capabilities
Strong working knowledge of Schwab internal systems, tools, and resources; including Salesforce, Workfront, Specialized Proposal Tool, Relationship Pricing Model, Client Central, Knowledge Center and Legacy systems
A client-centric focus – keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients
Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm
Ability to influence partners at all levels and demonstrate strong ownership skills
Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue quickly and accurately, efficiently research a complex problem, and quickly learn and apply new information
Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management
Ability to manage a diverse set of priorities in a fast-paced, dynamic environment
Comfort with ambiguity and an ability to create a clear path forward in such situations
Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision
Curiosity, a 'can-do' attitude and the ability to learn quickly and thrive in a complex, dynamic environment
Outstanding 'soft' skills - including the ability to work well with a diverse range of partners
Bachelor's degree
4+ years of experience with UHNW client segment required
7+ years' experience in brokerage or financial services industry required
Preferred
industry specific licensing and/or designations (CPIM, CFA, CFP)
industry specific licensing and/or designations (CPIM, CFA, CFP, etc.)
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Morningstar.com
2025-09-28
Company data provided by crunchbase