Stephanie Gifford

About Stephanie Gifford

Senior wealth management leader with 15+ years of experience serving high-net-worth and ultra-high-net-worth clients across premier financial institutions. I specialize in driving end-to-end client experience strategy, championing operational change, and translating complex business challenges into high-impact solutions for the most affluent client segments.Throughout my career at UBS, Wells Fargo, and now Charles Schwab, I\'ve served as the critical bridge between executive leadership, home office operations, and client-facing teams — identifying inefficiencies, building strategic frameworks, and delivering measurable results. I\'m known for being the person who always picks up the phone, never says \"that\'s not my job,\" and consistently challenges the status quo to make it easier to do business.I thrive in dynamic, fast-moving environments where I can partner across the enterprise, synthesize stakeholder feedback into actionable strategy, and communicate recommendations to audiences at every level — including executive leadership.

Experience

1. Senior Manager, Schwab Private Wealth Services Client Experience

   Charles Schwab

   Apr 2026 — Present · Omaha, NE, US

   Drive end-to-end client experience strategy for Schwab\'s ultra-high-net-worth segment, serving clients with $10M+ in retail assets across strategy, offer design, product management, and process improvement.Lead high-impact strategic projects, synthesizing stakeholder feedback and translating complex analyses into clear, fact-based recommendations and executive-ready presentations.Partner cross-functionally with Investor Services, Advisor Services, Schwab Bank, Operations, Marketing, and Technology to align strategy, activate recommendations, and support transition from concept to execution.Define and prioritize client experience improvements across the SPWS segment, optimizing allocation of resources to the highest-value client issues.Develop and present strategic roadmaps and business cases to executive leadership, communicating insights with clarity and influence across all organizational levels.Serve as subject matter expert on Schwab\'s wealth management capabilities for SPWS, maintaining perspective on industry trends, competitive actions, and strategic implications.

Education

• Bellevue University

  Bachelor's Degree, Business Analysis & Management

  2012 — 2013

• Metropolitan Community College

  Associate's Degree, Business

  2007 — 2009