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 will operate at the intersection of business strategy, product, technology, governance, and external partners to turn emerging opportunities including AI-enabled capabilities into clear, actionable paths forward. Your work will 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
3+ 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 groups with the ability to challenge and influence senior leaders
Proven success leading cross-functional initiatives in fast-paced, evolving environments with a high level of 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 and facilitating executive forums, innovation showcases, or leadership reviews that translate innovation into strategic decisions
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
