- Own and deepen relationships with a wide range of stakeholders at various levels across Charles Schwab’s multi-entity, multi-vertical organizations
- Develop a deep understanding of each of Charles Schwab’s business vertical’s operating model, decision frameworks, and value drivers
- Act as a strategic thought partner, advising on how to best leverage our platform within their broader ecosystems
- Own post-implementation adoption and value realization, co-defining and tracking success metrics
- Lead zero-to-one initiatives, including new product implementations, workflows, and experiences
- Serve as the voice of the customer in product roadmap discussions
- Navigate customer data sharing, privacy, and legacy system constraints
- Partner with cross-functional teams (strategy, product, risk, compliance, operations, technology) to unblock progress
- Establish clear timelines, milestones, and accountability structures for multi-threaded initiatives
- Create and deliver compelling presentations for both internal and external audiences
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