Hybrid 4 days on site 5th day remote. Candidate can pick their remote day. Preferred Work Location Westlake, TX Secondary Work Locations Austin, TX and Orlando, FL Org ObjectivePurpose:Client Retention Negotiated Offers CRNO is a specialized business unit within Schwab Investor ServicesClient Experience that administers the firms Negotiated Pricing Policy. The team serves as a centralized resource and point of escalation in providing objective, consistent and equitable pricing solutions for Schwab highvalue, pricesensitive clients through the collection, analysis, and interpretation of client financial and behavioral data. Description of Role:The CRNO Manager partners with many groups such as, Branch, CSS, and Managed Investing Representatives, Trader Acquisition, Investor Development, Managers and above to discuss discounts, offer negotiated pricing solutions or other alternatives for clients, conduct profitability analysis, and escalate requests for exception approval while balancing client, firm, and shareholder needs. The CRNO Manager is expected to provide timely, valueoriented responses, requiring a passion for client service, positive energy, problem solving skills and a willing to help attitude. This position requires a unique blend of strong interpersonal and communication skills, industry and competitor knowledge, and the ability to research complex issues with internal partners. Interaction is by email, phone, and in person in supporting the field with information about pricing, the competition and procedures related to Schwabs Negotiated Pricing Policy. The position also provides a unique opportunity to interact with all levels of the organization from Representatives to senior leadership. Accordingly, the role requires a high degree of business acumen and judgement, selfmotivation, organizational skills, and capacity to meet response time targets with internal partners and clients. Responsibilities include:Responsible for all Schwab IS negotiated pricing reviews and approvals including but not limited to commissions, margin, managed investing assetbased fees, cash awardspromotions, Alternative Investment custody and money fund exceptions in addition to providing pricing support for specialized groups such as Designated Brokerage Services and Stock Plan ServicesGathering and interpreting client financial and behavioral data and conducting profitability analysis using the Relationship Pricing Model and ProfitLoss queries to make appropriate pricing decisionsFrequent interaction with VPs and above around pricing decisions including CRNO escalation to VP for further review, as well as leadership reaching out to CRNO for guidance on various situationsPartnering with numerous departments within Schwab including but not limited to CSS, Managed Investing, Branch network, Finance, Client Acquisition, Marketing, Schwab Bank, Escalation teams and Operations, to provide insight or expertise on pricing initiativesConstruction of complex oneoff pricing packages for highvalue clients and prospectsEducating and providing guidance to field partners around client profitability, the competition and how to position offers to clientsActing as the point of escalation for any request that exceeds field empowerment guidelinesTechnicalFunctional Qualifications:Series 7 63 required3 years experience in brokerage or financial services industry requiredBachelors degree highly preferredStrong working knowledge of Schwab internal systems, tools, and resources including the Relationship Pricing Model, Client ProfitLoss model, Flex Commission System, Centralized Billing Platform, Client Central, Knowledge Center and Legacy systemsStrong organizational skills with the ability to prioritize and handle multiple competing priorities within established timelinesHighly developed problemsolving skills, such as the ability to identify the root cause of an issue not explicitly stated quickly and accurately, efficiently research a problem, and quickly learn and apply new informationEffective time management skills and a demonstrated ability to work in a high volume, fast paced environmentAbility to effectively communicate with all levels of the organization including legal, compliance and senior leadership to resolve issues, gain needed information, and influence outcomesHighly developed negotiation, critical thinking, and decisionmaking skills to apply sound judgment solutions to more complex problems, Proven effectiveness in building, leveraging, and strengthening relationship with partners in different areas and with varying responsibilities, providing outstanding servicePositive attitude of service and initiative in improving overall skills and abilities to meet departmental, organizational, and company goalsStrong business acumen and understanding of relevant policiesprocedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firmFamiliarity with financial modeling, profitability analysis, negotiation, pricing systems and the competition is a plus Release Comments: Please use the below link to begin submitting Candidates.https:nam02.safelinks.protection.outlook.comurlhttps3A2F2Fprod.beeline.com2Fcharlesschwab3Fd8df628818ff49d0b168130af9f672a4data057C027CBeeline.notifications40spectraforce.com7C130a5ff10b274037732308def7046c3c7C4a97123b243c4e95bce94113dbd311217C07C07C6392197955400886097CUnknown7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ3D3D7C07C7C7CsdataN4d9GoNHYyMUrMkhPunWY2BOf7CkPdUdEKe9A05Bb3oU3Dreserved0This email has been generated to notify you of account activity that has occurred within the Beeline application. 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At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.This position's pay range is $7.25/hr - $80.00/hr.