Description

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Schwab is uniquely positioned to derive competitive advantage from the use of generative artificial intelligence ("GenAI") to enhance experiences for reps and clients. We envision a future where GenAI is woven into the fabric of how we do business, empowering our human talent and facilitating client interactions. Given the scale of this opportunity, the Retail business has stood up a Retail GenAI business function to coordinate GenAI efforts to maximize the value of our investments, support execution to drive efficient delivery of capabilities, and partner on change management efforts to drive engagement and adoption across the business.

This role will report to the Director of Retail GenAI and will be a part of Charles Schwab's Retail Strategy team which is the internal management consulting group for the Retail business. The Retail business is Schwab's primary business unit with 13,000 employees worldwide. Our team of roughly 15 professionals serves as a trusted adviser to the head of the Retail business and the Retail Leadership Team and works on strategic and operational issues at the top of senior management's agenda.

Job summary:

We are seeking a Manager for the Retail GenAI business function. As a Manager, you will have the opportunity to:

• Set Retail GenAI strategy & vision:
  • Conduct market & strategic analyses to identify opportunities for GenAI product development
  • Define business goals and partner with product owners to translate into a clear vision for product development
  • Set the strategic priorities and roadmap for product development and ensure cross-firm alignment
  • Obtain funding and resources needed to execute on strategic priorities
• Support Retail GenAI initiative execution:
  • Define the project structure and stand-up the implementation program
  • Lead execution on non-technical workstreams (e.g., marketing & education, legal & compliance, field enablement)
  • Support product and technical execution partners in strategic decision making (e.g., cross-project trade-offs, Retail-wide prioritization)
• Partner on change management efforts:
  • Support rollout of GenAI applications across the Retail business
  • Partner with field enablement to drive adoption and realize productivity benefits

What you are good at:

• Structured problem solving: You can bring order to an ambiguous problem, breaking it down into its key components and providing a framework that helps focus our thoughts and energy on what matters most
• Analysis / decision support: You can identify the key pieces of information that we must know to make a decision and can either find answers yourself or identify the partners who will help you get those answers. This includes the ability to structure and execute quantitative analysis, e.g., calculating how much an initiative might cost
• Storytelling and executive communication: You can communicate a strategy through executive-level PowerPoint materials, tailoring your message to the audience and telling a compelling story to drive to our desired outcomes
• Sequencing work into a series of steps: You can identify where we are on a body of work, our desired destination, and the steps or actions to take to reach that destination
• Planning and executing large & complex projects: You can identify a set of workstreams and deliverables necessary to execute on an overall objective; you can organize these workstreams into an overall program structure with associated timelines, stakeholders, and governance; and you can facilitate the execution of workstreams by working with partners to define the client experience, detail key requirements, and hand the requirements off to the relevant technology domains to execute
• Attention to detail: You have a strong system for tracking next steps / open questions to ensure that nothing (even less urgent items) falls through the cracks. You have processes for quality checking your own work and an intuition for information that "seems off" and merits further scrutiny, based on context and what you already know
• Adapting: You can adjust quickly to unexpected changes in priorities
• Learning: You can rapidly ascend the learning curve on new or unfamiliar topics, and you genuinely enjoy learning new skills or knowledge

What you have

• Required Qualifications:
• 2+ years of work experience in Strategy and/or Client Experience
• Bachelor's degree
• Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting information
• Strong sense of urgency and a proactive approach
• Superior analytical skills, creativity in problem solving, and attention to detail
• Strong proficiency in PowerPoint and Excel
• Personal and professional alignment with Schwab's vision and values, with a strong interest in our business

• Preferred Qualifications (but not required)
  • Prior experience in financial services, including experience with financial markets, products, and technology

Requisition #: 2025-116385

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Requirements

2025-116385