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's newly formed Investment Platforms, Solutions, and Strategy (SIPSS) organization brings together leaders across existing and emerging product areas spanning digital assets, private markets, 3rd party products and platforms, separately managed accounts (SMAs), digital advice, and product strategy. SIPSS is focused on building a premier investment product suite to meet the evolving needs of our clients.

Within SIPSS , the S enior Manager , Investment Offer Strategy , will be a part of the Investment & Offer Solutions (IOS) group leaning into product strategy . IOS is a team of curious, optimistic, and gritty employees responsible for managing our proprietary Separately Managed Account products and third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529). Our mission is to provide the best experience for Schwab clients that invest in these products, while growing a key revenue stream.

The Senior Manager, Investment Offer Strategy will own discrete components of IOS's long-term offer strategy, serving as the primary strategist for high visibility initiatives from problem framing through executive decision . This role will also collaborate closely with partners across Schwab in Retail, Advisor Services, Workplace, Schwab Asset Management , and corporate functions (e.g., Risk, Finance , Legal, Compliance ) to develop go-forward offer strategy supporting Retail clients, RIAs, asset managers , and Schwab. This role sits at the center of IOS's most critical strategic questions: where do we invest next ? H ow should our offer portfolio evolve over the next 3-5 years? How do we differentiate our platforms in a rapidly changing investment landscape ? How do we best educate our field professionals on the wide suite of offers? If you're curious about answering these question s and more, we'd like to talk to you.

In this role, you'll report to the Direct or , IOS Strategy.

What success looks like :

• Establish yourself as a trusted thought leader for IOS and SIPSS leaders

• Lead and support key strategic projects in collaboration with IOS offer management leaders and the SIPSS senior leadership team, including:

• Conducting new product discovery

• Performing in-depth research such as competitive analyses, field and client interviews, and identifying industry best practices

• Designing and analyzing offers/solutions including market sizing, financial modeling, and regulatory and risk assessments

• Synthesizing complex information, analysis to form clear recommendations

• Craft compelling presentations to support the strategy process, deliver recommendations, and influence audiences at various levels across Schwab, including leadership in SIPSS and partner organizations

• Monitor Schwab's business results and plans, IOS results, and the industry to proactively surface potential opportunities and challenges to address

• Support IOS organizational communication and team engagement efforts

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site four days per week in the specified locations.

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

What you have

This role is well suited for individuals looking to deepen their strategy expertise while gaining exposure across investment products, platforms, and senior leadership-often serving as a stepping-stone to broader strategy or investment leadership roles.

Required Qualifications :

• Bachelor's degree
• Consultative Experience - Minimum of 3 years of business strategy experience, preferably in consulting, internal strategy, or financial services product management, and a minimum of 5+ years of total work experience
• A sset management acumen - Understanding of wealth management market and investment products (e.g., mutual funds, ETFs, separately managed accounts)
• Strong written communication skills with ability to craft executive-level communications and presentations for internal and external audiences that articulate our vision, strategy, and progress

Preferred Qualifications :

• Prior experience in wealth or asset management preferred
• Strategic p lanning - Strategic thinker able to scope & frame ambiguous problems, think multiple steps ahead, and recognize second order impacts
• Executive presence - Ability to clearly communicate insights and recommendations to senior leaders and influence outcomes through data - driven storytelling
• Highly resourceful , adaptable , and creative problem solver who can thrive in a dynamic environment , solve issues as they arise, and drive progress in the face of ambiguity
• Strong project management skills , including attention to detail and the ability to proactively advance work (independently and with teams) to meet tight deadlines
• MBA preferred

We recognize that candidates bring a range of experiences and backgrounds. If you're excited about this role but do not meet every qualification, we still encourage you to apply.



Requisition #: 2025-115592

r1d4rh5eu

Requirements

2025-115592