Charles Schwab

Senior Manager, Corporate Strategy

Charles Schwab$120K — $150K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 6+ years of relevant experience
  • 2+ years at a top consulting firm or internal strategy team, preferably in financial services
  • Experience in financial modeling, strategic planning, and project management
  • Strong problem solving and storytelling skills
  • Proficient in MS PowerPoint, MS Excel, and AI productivity tools
  • Excellent communication and analytical skills

Responsibilities

  • Lead meetings with stakeholders, including executives and the Board
  • Collaborate with cross-functional partners for high-quality deliverables
  • Synthesize large data sets to generate insights
  • Develop compelling analysis and presentations
  • Maintain awareness of strategic implications from internal and external developments
  • Build relationships across departments and teams
  • Facilitate workshops with diverse stakeholder groups
  • Support ad-hoc projects addressing critical strategic questions

Benefits

  • Influence key strategic decisions for the company
  • Balance theory and practice in analysis
  • Develop credibility and rapport with business partners
Full Job Description
Senior Manager, Corporate Strategy

The Senior Manager, Corporate Strategy will be a generalist, supporting a variety of strategic initiatives / key strategic questions as well as the long-term corporate strategic planning efforts. This role will help shape the strategy and direction for Schwab at the corporate level. Most of the efforts this role will drive will be cross-enterprise or corporate level and will require working with business partners of all levels across the firm. Success in this role will require one to be able to work both independently and in a team setting. The Senior Manager will perform data-driven analysis, synthesize large quantities of information to generate insights, coordinate the activities of a diverse group of stakeholders across the firm, and regularly present to senior leaders across the firm.

What you will do

  • Prepare materials for and lead meetings with internal and external stakeholders (including executive leadership and the Board of Directors)
  • Regularly collaborate with cross-functional business partners across all levels and subject matters to ensure that deliverables are high quality, completed on time, and with full stakeholder visibility
  • Synthesize large quantities of information to generate insights through both quantitative and qualitative analysis
  • Develop high-impact analysis and presentations
  • Build and maintain perspective on strategic implications of key developments in the internal and external environment
  • Form strong relationships across the firm and cultivate the team27s linkages with different functional organizations across Schwab
  • Facilitate workshops with a wide range of stakeholders from the business, technology, and other strategy teams
  • In all aspects of the role, exercise professionalism and integrity in communications and actions, as well as prudent judgment in the handling of confidential strategic, financial, and other sensitive information
  • Manage and support ad-hoc strategy projects, investigating / answering critical questions for the Board and senior executives

Please note: this position is Monday - Friday during standard business hours with a hybrid work model (4 days in office, 1 day working from home). It is only available in the locations listed. Candidate must reside in or be willing to relocate on their own to the listed locations.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

In addition to the salary range, this role is also eligible for bonus opportunities.

What you have

To ensure that we fulfill our promise of 22challenging the status quo,22 this role has specific qualifications that successful candidates should have.

Required Qualifications:

  • Bachelor27s degree
  • 6+ years of related work experience
  • 2+ years of work experience at a leading consulting firm or in a high-performing internal strategy team (strong preference for financial services experience)
  • Experience with financial modeling, strategic planning, project management, market research analysis and business development
  • Strong ability to bring structure to ambiguous problems in a fast moving environment
  • Excellent problem solving and storytelling abilities
  • Proficient in use of MS PowerPoint, MS Excel, and AI productivity tools (e.g., MS Copilot)
  • Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to diverse audiences
  • Superior analytical skills and attention to detail
  • Excellent collaboration and relationship building skills; ability to develop rapport and maintain positive working relationships with a diverse group of stakeholders and influence outcomes through partnerships.
  • The ideal candidate will have a strong passion for learning and is an enthusiastic team player comfortable working on multiple subject matters simultaneously

Preferred Qualifications:

  • MBA preferred
  • Strategy experience working on digital assets, tokenization, and/or other key topics influencing the financial services landscape

What you will gain:

  • Opportunity to influence the key strategic decisions that are crafting the direction of the company
  • Learn how to balance 22theory22 and 22practice22 in adapting analysis and recommendations for the complexities of real-world conditions 2D industry trends, competitor actions, and client behavior
  • Develop credibility and rapport with key business partners as you learn about Schwab27s clients and businesses and develop a deeper understanding of key business drivers

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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