Matt Wilson

About Matt Wilson

Proven Financial Services leader with a track record of strategic innovation and…

Experience

1. Director - Offer Development and Strategy

   Charles Schwab

   Jul 2021 — Present · US

   Lead a team focused on long-term strategic enhancements to Schwab’s flagship wealth management offer.• Direct high-profile research and discovery initiatives aimed at identifying key offer-level gaps, providing recommendations for biggest impact initiatives.• Develop business requirements and provide ongoing offer management and oversight on key digital enhancements.• Chief architect of a business case for project funding resulting in $15M annual budget approved over 5 years (currently in year 2).• Drove major organizational structure overhaul, bringing tighter alignment between SWA and Schwab’s branch network leading to double digit increase in flows.• Designed SWA teaming and asset-based tiering model, enhancing service efficiencies and coverage while aligning cost-to-serve with profitability.

Education

• University of Sussex

  Bachelor of Science (BSc)

• Sonoma State University

  Master's degree

• University of California, Davis

  Viticulture and Enology Department

• Wine & Spirit Education Trust

  WSET Level 3 Award in Wine

Skills

• Customer Insight
• Written & Oral Presentation Skills
• Analytics
• Change Management
• Marketing Strategy
• Communication
• Web Analytics
• Portfolio Management
• Etfs
• Strategic Partnerships
• Management
• Market Analysis
• Leadership
• Project Management
• Relationship Management
• Mutual Funds
• Financial Reporting
• Go-to-Market Strategy
• Wealth Management
• Financial Analysis
• Investment Strategies
• Financial Services
• Analysis
• Strategic Financial Planning
• Business Analysis
• Product Life Cycle
• Strategy
• Strategic Planning
• Investment Management
• Creative Writing
• Creative Problem Solving
• Product Management
• Marketing
• Multi-Channel Marketing