Description

Your Opportunity

At Schwab, we believe clarity, integrity, and capability matter. As a Senior Manager, Offer Management (Tax Planning), you'll help define how tax-aware planning comes to life for advisors and clients-shaping an offer that is intuitive, scalable, and impactful.

This is an individual contributor role where you'll translate complex tax, business, and market insights into a clear offer definition and actionable roadmap. You'll work closely with Business, Product, Technology, and Legal/Compliance partners to deliver solutions advisors can confidently adopt and use to improve client outcomes.

What You'll Do

You'll apply strategic, analytical, and collaborative skills to deliver results:

• Use strategic thinking to define and evolve the tax-aware planning offer, including the value proposition, target client and advisor segments, and end-to-end experience.
• Apply analytical thinking and problem-solving skills to identify problems to solve, size opportunities, prioritize capabilities, and own a sequenced offer roadmap.
• Leverage customer orientation and attention to detail to understand advisor and specialist workflows and ensure the offer is intuitive, scalable, and adoptable.
• Conduct market and competitive analysis to assess trends in tax-aware investing and translate insights into offer design and positioning decisions.
• Practice agile collaboration to align Business, Product, Technology, and Legal/Compliance partners on scope, sequencing, dependencies, and launch readiness.
• Use clear communication and influence to create executive-ready narratives that explain recommendations, trade-offs, risks, and next steps.
• Apply facilitation and adaptability to lead working sessions, define success metrics, and use data and feedback to continuously improve the offer.

What you have

Required qualifications

• Demonstrated strategic thinking and experience defining or evolving an offer, solution, or strategy
• Strong analytical thinking and problem-solving skills, including prioritization and trade-off decisions
• Proven ability to collaborate cross-functionally and influence without authority
• Strong written and verbal communication skills, with experience presenting to senior stakeholders
• Ability to translate complex concepts into practical advisor or client experiences
• Bachelor's degree (BA/BS) or equivalent experience

Preferred qualifications

• Experience conducting market or competitive analysis
• Facilitation or workshop-leading experience
• Customer-centric design or workflow analysis experience
• CFP® and/or CPA designation

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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



Requisition #: 2026-121828

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Requirements

2026-121828