Description

Your Opportunity

Schwab's Wealth Advisory Services (WAS) organization delivers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a team of dedicated wealth services specialists. Within WAS, the Strategy team (part of the Strategy, Planning and Operations, and Data (SPOD) organization) helps shape the future of the business-defining strategic priorities, informing decisions through fact-based insights, and directing resources toward the highest-value opportunities. This is an unparalleled opportunity to define and work on the business's major strategic opportunities while gaining visibility among the firm's senior leadership.

What You'll Do:

• Drive Strategy & Structured Problem Solving: Lead high-priority strategic initiatives by defining opportunities, structuring work, conducting fact-based analysis, and developing strategic frameworks to guide decisions

• Generate Insights & Inform Decisions: Analyze market, client, and competitive trends; complete industry benchmarking. Translate insights into clear, actionable recommendations

• Build Data-Driven Business Cases: Evaluate opportunities through market/opportunity sizing, scenario analysis, financial and impact assessment

• Influence & Align Stakeholders: Partner across leaders and business units to build alignment and drive decisions using strong judgment and collaboration

• Communicate with Clarity: Create compelling presentations that synthesize complex issues into clear, concise narratives that articulate strategic rationale and recommendations

• Lead & Develop Talent: Guide team members and foster a culture of accountability, collaboration, curiosity, and high performance

• Lean into Adaptability: Adapt to evolving priorities and drive progress in face of ambiguity, and complex, fast-paced environments

What you have

• Minimum 10+ years of total work experience, including 5+ years in business strategy, management consulting, corporate strategy, or a related strategic leadership role
• At least 2 years of people management experience, strongly preferred
• Prior experience in wealth management, wealth advisory-based business strongly preferred
• Proven ability to lead complex strategic initiatives from problem definition through analysis, narrative development and recommendations, alignment and decision-making across all levels of the enterprise
• Curiosity and a love of exploring market research, industry trends, competitive intelligence, client insights, operational inputs; Ability to synthesize these into clear recommendations
• Strategic thinker with strong business judgement and analytical skills, including financial modeling experience
• Highly resourceful, adaptable, and creative problem solver who can thrive in a dynamic environment, drive progress in the face of ambiguity, and meet evolving business needs
• Exceptional executive communication skills, including the ability to craft compelling presentations, board-level materials, and concise narratives for senior audiences
• Exceptional executive presence, emotional maturity, collaboration and influencing skills
• Experience partnering across product / offer management, sales, service, finance, technology, legal, risk, compliance, operations, and other enterprise functions
• Strong acumen in financial services and wealth management

Requisition #: 2026-122956

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Requirements

2026-122956