Charles Schwab

Sr. Manager, Digital Wealth Advisory Offer Management

Charles Schwab • $120K — $150K *
Austin, TX 78745In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 8+ years of experience in wealth management or related financial services.
  • 6+ years in offer management and digital strategy within complex organizations.
  • Ability to translate business needs into strategic, actionable initiatives.
  • Strong understanding of wealth technology and AI trends.
  • Experience using data and insights for decision-making and opportunity assessment.
  • Proven ability to influence senior leaders and align diverse stakeholder groups.
  • Experience navigating governance and compliance in financial services.
  • Strong written and verbal communication skills for simplifying complex topics.

Responsibilities

  • Shape and prioritize new digital wealth advisory capabilities.
  • Define evaluation criteria and structure ambiguous opportunities.
  • Translate complex inputs into recommendations for decision-making.
  • Drive alignment among business, technology, and governance stakeholders.
  • Build momentum around initiatives that deliver client and enterprise value.
  • Support the assessment of emerging AI-enabled opportunities.
  • Lead cross-functional initiatives with accountability and ownership.

Benefits

  • Eligible for bonus or incentive opportunities.
Full Job Description
As a Senior Manager on the Digital Wealth Advisory Offer Management team, you will help shape how Schwab evaluates, prioritizes, and advances new capabilities that enhance the digital wealth advisory experience for clients and advisors. In this highly strategic role, you willoperateat the intersection of business strategy, product, technology, governance, and external partners to turn emerging opportunitiesincluding AI-enabled capabilitiesinto clear, actionable paths forward. Your workwill influence which opportunities move ahead, how they are assessed, and how leaders align around the initiatives with the greatest client, business, and enterprise value.

You will bring structure to ambiguity by defining evaluation criteria, framing opportunities, and translating complex inputs into recommendations that support sound decision-making. Success in this role requires strong judgment, adaptability, and the ability to build momentum across a broad group of stakeholders while reducing duplication, strengthening partnerships, and improving how Digital Wealth Advisory brings innovation to market. If you are energized by meaningful work, strategic problem-solving, and collaborative leadership in a fast-evolving environment, this is an opportunity to make a measurable impact.

What you have

Required Qualifications

  • 8+ years of progressive experience in wealth management, wealth technology, or a related financial services environment
  • 6+ years of experience in offer management, product strategy, digital strategy, or digital capability development within complex, matrixed organizations
  • Demonstrated ability to evaluate business, client, and advisor needs and translate them into strategic opportunities, structured recommendations, and prioritized initiatives
  • Strong understanding of the wealth technology landscape, including emerging AI trends, external partner ecosystems, and competitive dynamics
  • Experience using data, market insights, and business inputs to support decision-making, opportunity assessment, and roadmap direction
  • Proven ability to influence senior leaders and drive alignment across business, technology, risk, and governance partners
  • Demonstrated experience navigating governance, compliance, and regulatory considerations in a financial services environment
  • Strong written and verbal communication skills, with the ability to simplify complex topics and create clarity across diverse stakeholder groupswiththeability tochallengeand influencesenior leaders
  • Proven success leading cross-functional initiatives in fast-paced, evolving environments witha high levelof ownership and accountability
  • Experience building business cases, executive materials, or strategic recommendations that support enterprise decision-making
  • Experience with vendor intake, external partner assessments, or partnership management

Preferred Qualifications

  • Experience evaluating AI, Generative AI, or digital innovation capabilities within financial services
  • Strong candidates will also have experience balancing innovation velocity with governance rigor while advancing client-centric outcomes
  • Ability to assess operational feasibility, scalability, and long-term business impact when shaping new opportunities
  • Demonstrated strength in collaboration, adaptability, and problem solving across multiple priorities and stakeholder groups
  • Experience influencing broader transformation, modernization, or enterprise strategy initiatives
  • Familiarity with product roadmaps, innovation forums, or structured evaluation processes that improve consistency and execution quality
  • Experience designing andfacilitatingexecutive forums, innovationshowcases, or leadership reviewsthat translate innovation into strategic decisions

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

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
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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