Charles Schwab

Sr. Manager, Strategy & Offer Development

Charles Schwab$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • 10+ years experience in consulting, strategy, or project management roles.
  • 2+ years in the Registered Investment Advisor (RIA) or Wealth Management sectors.
  • Proven success in leading large-scale market initiatives from strategy to execution.
  • Ability to drive cross-functional collaboration to achieve business goals.

Responsibilities

  • Lead strategic projects to enhance business initiatives.
  • Collaborate with leaders across departments to explore opportunities.
  • Develop and model potential outcomes for clients and business.
  • Bring new offers to market and develop incubation strategies.
  • Manage multiple programs concurrently while ensuring quality and timeliness.

Benefits

  • In-office collaboration to enhance teamwork.
  • Bonus or incentive opportunities based on performance.
Full Job Description
As a Senior Manager of the Advisor Services Offer Development team, you will lead projects focused on driving the strategic design and execution of new initiatives for the business. This individual contributor role will partner with functional leaders across AS and Schwab to assess strategic opportunities and investments, scope and model potential client and business outcomes, bring new offers to market, and incubate new programs.

What you have:

Leadership

  • Excitement for business evolution, pursuit of new opportunities, expansion and growth
  • Experience leading cross-functional teams and partners without direct authority on projects across the organization
  • Thrives on initiating, building, and cultivating strong authentic relationships inside and outside the group; highly collaborative, navigates and activates alignment across organizational silos
  • Results-oriented leader who takes the initiative and effectively distills strategy, analytics, and varied sets of input to drive to decisions and follow through to execution
  • Balances structure, organization, and governance with client-experience driven creativity and innovation

Strategy

  • Effective synthesis of strategic, senior leadership, field, and competitive inputs and a self-driven point of view on highest priority opportunities
  • Quantitative skills for modeling and analysis 6 ability to draw conclusions, identify risks, make recommendations, and create plans to execute
  • Executive presence and credible influence that shapes, defines and presents a complete and thorough picture of opportunities, challenges, and progress
  • Can manage trade-offs and make decisions with less-than-perfect information

Strategic Execution and Program Management

  • Can work in both an open-ended, strategic capacity and a focused, executional capacity
  • Prioritizes effectively and manages stakeholders in a fast-paced and matrixed environment
  • Embraces directional shifts and new information, thinks creatively to resolve problems and find a path forward
  • Successfully manages multiple initiatives concurrently, autonomously, with sense urgency and attention to detail

Communication and Collaboration

  • In tune with internal and external client experience
  • Strong communication and partnership skills to work effectively with colleagues and team members in a fast-paced, results-oriented culture.
  • Positive attitude, enthusiasm, partnership and professionalism, and strong work ethic with high level of integrity and ethics
  • Strong knowledge of Microsoft suite including Excel, Word, PowerPoint and Copilot

We believe in the importance ofinofficecollaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

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

What you have

Required Qualifications

  • Bachelor's degree
  • 10+ years of experience in management consulting, business strategy, offer management, program management, project management, and/or strategic execution roles.
  • 2+ years of experience within the Registered Investment Advisor (RIA) and/or Wealth Management industry.
  • Demonstrated success in developing strategic points of view (POVs), building compelling business cases, and leading large-scale, complex go-to-market initiatives from strategy through execution.
  • Proven ability to drive cross-functional alignment and deliver strategic initiatives that achieve measurable business outcomes.

Preferred Qualifications

  • Master92s degree in Business, Finance, Economics, a relatedfield; or equivalent experience

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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