Sr. Manager, Investment Offer Strategy

Charles Schwab Inc.•Austin, TX

2d•$100,000 - $180,000•Onsite

About The Position

Schwab’s newly formed Investment Platforms, Solutions, and Strategy (SIPPS) organization brings together leaders across existing and emerging investment product areas, including digital assets, private markets, third-party products and platforms, separately managed accounts, digital advice, and product strategy. This team is focused on building a premier investment product suite that meets the evolving needs of Schwab clients while supporting long-term business growth. Within this organization, the Senior Manager, Investment Offer Strategy will be part of the Investment & Offer Solutions group, a team responsible for shaping strategy across proprietary Separately Managed Account products and third-party product marketplaces, including alternative investments, managed accounts, mutual funds, ETFs, structured products, fixed income, annuities and insurance, and 529 solutions. This role sits at the center of important strategic questions: where should Schwab invest next, how should the offer portfolio evolve over the next 3–5 years, and how can Schwab continue to differentiate its platforms in a changing investment landscape? In this role, you will own discrete components of the long-term offer strategy and serve as a strategic thought partner on high-visibility initiatives from problem framing through executive decision-making. You will use Product Strategy, Strategic Thinking, Market Research, Competitive Analysis, Modeling, and Risk Assessment to evaluate new opportunities, synthesize complex information, and develop clear recommendations that help influence business direction. Your work will require close collaboration across Retail, Advisor Services, Workplace, Schwab Asset Management, and corporate partners such as Risk, Finance, Legal, and Compliance to shape go-forward offer strategy that supports clients, RIAs, asset managers, and Schwab. This is a strong opportunity for someone who enjoys solving ambiguous business problems, connecting market and client insights to actionable strategy, and influencing outcomes through executive-level communication. You will deepen your strategy expertise while gaining broad exposure across investment products, platforms, and senior leadership. The role is well suited for someone who is curious, adaptable, highly resourceful, and energized by work that blends analytical thinking, collaboration, and business impact.

Requirements

Bachelor’s degree
3+ years of business strategy experience, preferably in consulting, internal strategy, or financial services product management
5+ years of total work experience
Understanding of the wealth management market and investment products, such as mutual funds, ETFs, and separately managed accounts
Ability to use Strategic Thinking and Product Strategy to frame ambiguous business problems, evaluate alternatives, and develop recommendations that support long-term business outcomes
Experience conducting research and analysis, including Market Research, Competitive Analysis, financial or business Modeling, and synthesis of complex information into clear insights
Strong Written Communication skills with the ability to develop executive-level communications and presentations that articulate vision, strategy, recommendations, and progress
Ability to collaborate across business lines and corporate functions while adapting recommendations based on stakeholder needs, business priorities, and risk considerations
Currently authorized to work in the United States on a full-time basis without employer sponsorship

Nice To Haves

Prior experience in wealth management or asset management
MBA
Experience developing or supporting investment product, platform, or offer strategy
Demonstrated Strategic Planning skills, including the ability to scope and structure complex work, think multiple steps ahead, and recognize second-order impacts
Executive Presence, including the ability to communicate insights and influence senior leaders through clear, data-driven storytelling
Strong Project Management skills, including the ability to proactively advance work independently and with teams while managing deadlines and competing priorities
Resourcefulness, Adaptability, and Problem Solving skills with the ability to drive progress in dynamic environments and navigate ambiguity
Experience monitoring business results, industry trends, competitive dynamics, or client needs to surface potential opportunities and challenges
Familiarity with Risk Assessment, regulatory considerations, or financial analysis connected to investment products or platforms

Responsibilities

Own discrete components of the long-term offer strategy.
Serve as a strategic thought partner on high-visibility initiatives from problem framing through executive decision-making.
Use Product Strategy, Strategic Thinking, Market Research, Competitive Analysis, Modeling, and Risk Assessment to evaluate new opportunities.
Synthesize complex information and develop clear recommendations that help influence business direction.
Collaborate across Retail, Advisor Services, Workplace, Schwab Asset Management, and corporate partners such as Risk, Finance, Legal, and Compliance to shape go-forward offer strategy.
Solve ambiguous business problems.
Connect market and client insights to actionable strategy.
Influence outcomes through executive-level communication.
Deepen strategy expertise while gaining broad exposure across investment products, platforms, and senior leadership.
Blend analytical thinking, collaboration, and business impact.