Senior Manager, Investment Offer Strategy

Charles Schwab • San Francisco, CA

109d

About The Position

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 Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad range of investment products and solutions, to both retail and registered investment advisor (RIA) clients. Within WAS, the Senior Manager, Investment Offer Strategy, will be a part of the Investment & Offer Solutions (IOS) group. 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 positive experiences for Schwab clients that invest in these products, while growing a key revenue stream. The Senior Manager, Investment Offer Strategy will help advance the IOS organization's strategy by working directly with key leaders within IOS and across the WAS org. 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 clients, RIAs, asset managers and Schwab. You will work on a variety of topics - How do we want our product/offer suite to look in 5 years? How do we bring XYZ product to market? Where should we invest to maintain top-of-the-line platforms? If you're curious about answering these questions and more, we'd like to talk to you. In this role, you'll report to the Director, IOS Strategy.

Requirements

• Bachelor's degree.
• Minimum 3 years of business strategy experience, preferably in consulting, internal strategy, or financial services product management.
• Minimum of 5+ years of total work experience.
• 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.

Nice To Haves

• Prior experience in wealth or asset management strongly preferred.
• Strategic thinker able to scope & frame ambiguous problems, think multiple steps ahead, and recognize second order impacts.
• Ability to develop and share a point of view with executive audience, collaborate & create alignment, and influence across all levels of the enterprise.
• Highly resourceful, adaptable, and creative problem solver who can thrive in a dynamic environment.
• 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.

Responsibilities

• Lead and support key strategic projects in collaboration with IOS offer management leaders and the senior leadership team.
• Conduct new product discovery.
• Perform in-depth research such as competitive analyses, field and client interviews, and industry best practices.
• Design and analyze offers/solutions including market sizing, financial modeling, and regulatory and risk assessments.
• Synthesize complex information and 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 WAS 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.

What This Job Offers

• Job Type: Full-time
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree