Charles Schwab

Sr Manager, Offer Management

Charles Schwab$120K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS degree required
  • Passion for leveraging AI in financial planning
  • Strong problem solving and project management skills
  • Ability to navigate risk, legal, and compliance frameworks
  • Strategic mindset for holistic program design and delivery
  • Exceptional communication and relationship management skills
  • Experience in data analysis to inform product design

Responsibilities

  • Harness Generative AI to enhance financial planning for clients
  • Design and manage go-to-market plans for wealth management experiences
  • Adopt a client-first mindset to understand client needs
  • Identify gaps in client and representative experiences
  • Facilitate meetings for creative problem solving and decision-making
  • Develop compelling presentations for senior leadership
  • Build credibility and nurture partnerships with stakeholders

Benefits

  • Bonus or incentive opportunities available
Full Job Description
Your Opportunity

TheSenior Manager, Offer Management helps own and execute the vision for Digital Wealth Solutions in expanding access to financial planning for all. You will be responsible for building, managing, and evolving representative and client experiences in financial planning and other specialty wealth services. This work spans the entire lifecycle of experience design from identifying client needs and shepherding risk reviews, to driving development and launch to market in collaboration with product owners.

The Senior Manager will work closely with and report to the Director for Financial Planning.

You willbe responsible forowning and progressingthe financial planning offeringincluding the end-to-end design, development, and launch of new features and programs(especially as they relate to AI). The candidate will have strong collaboration skills andexecutivepresence to effectively build trust and communicate with partners in risk & governance, product, field enablement, and more. You will love this job if you are a natural problem solver and relationship builderwith aninnovationmindset.

As the Senior Manager for Offer Management, you will:

  • Harness Generative AI to power financial planning experiences and expand access to insights for clients and prospects
  • Design and manage go-to-market and implementation plans for financial planning and other key wealth management experiences
  • Have a client-first mindset, becoming an expert in the needs, expectations, and pain points of clients and advisors
  • Identify and navigate issues and gaps in the client & representative experience, program design, and delivery
  • Facilitate meetings and working sessions to drive efficient issue identification, creative problem solving, and effective decision-making across partner teams and with team leaders
  • Develop and deliver clear, compelling presentations for senior leadership that will be used to influence the strategic direction of key experiences
  • Quickly build credibility and trust to cultivate and nurture strong partnerships with cross-enterprise business partners, stakeholders, executives, vendor contacts, and client-facing representatives.
What you have

Required Qualifications

  • BA/BS degree required
  • A passion for understanding how AI can serve the financial planning needs of clients
  • Strong problem solving, project management, and program management skills
  • Strong ability to shepherd efforts through the full spectrum ofrisk/legal/compliance/supervision forums (from the weekly risk project team to the New Products & Services Risk Oversight Committee)
  • Strong strategic mindset with the ability to visualize program design & delivery holistically across multiple time horizons
  • Exceptional communication, relationship management, and influencing skills; strong emotional intelligence and executive presence. Thrives on building strong authentic relationships on the team and across the organization
  • Experience in gathering data and synthesizing insights to understand client needs, and use these insights to inform design and positioning of financial planning products and services
  • Excellent presentation skills and demonstrated success in a collaborative environment
  • Exceptional organization skills and the ability to keep self and others informed of and prepared for key milestones on offer roadmaps

Preferred Qualifications

  • Expertise in financial planning topics preferred
  • CFP preferred

In addition to the salary range, this role is also 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
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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