Sr Manager, Schwab Wealth Advisory Offer Management
About The Position
The Senior Manager will lead the strategy, design, implementation, and ongoing evolution of an integrated Schwab Wealth Advisory (SWA) and Schwab Personal Trust Services (PTS) offer experience. This is an individual contributor role that leads through partnerships and influence, combining strategy and offer management with disciplined project execution to move an evolving concept from exploration to a functioning, scalable client offer. The position owns the offer lifecycle, from strategy, business case, and concept design through approvals, implementation, launch, and continued evolution. It will shape a coordinated client and advisor experience, with SWA as the relationship entry point and clear responsibilities across Wealth Advisors and PTS. The Senior Manager translates strategic choices into a practical offer and operating model, aligns stakeholders across the enterprise, and uses performance measures and feedback to guide improvements. The role is part of the SWA Client and Offer Experience team, which defines and evolves end-to-end experiences for SWA clients and employees. The team partners across Wealth and Advice Solutions, Investor Services, Operations, Marketing, Technology, Risk, Legal, Compliance, and other enterprise groups. The selected candidate is expected to work onsite four days per week in one of the specified locations.
Requirements
- Bachelor’s degree.
- At least 7 years of professional experience in offer or product management, strategy consulting, internal strategy, business transformation, program leadership, or a related discipline.
- Ability to independently lead complex, cross-functional initiatives from early strategy and design through approvals, implementation, launch, and ongoing improvement.
- Strong strategic and offer management capabilities, including market and competitive research, client insights, business-case development, service and operating-model design, and executive-level recommendations.
- Program and project management capabilities, including establishing governance, developing phased roadmaps, coordinating delivery teams, and managing resources, risks, dependencies, and trade-offs.
- Ability to influence senior stakeholders and build alignment across organizational boundaries without direct authority.
- Exceptional written and verbal communication skills.
- Comfort with ambiguity and a changing environment, with adaptability, resilience, intellectual curiosity, sound judgment, and a positive, collaborative approach to resolving unknowns.
- Authorization to work in the United States now and in the future without employer sponsorship.
Nice To Haves
- Prior offer management and/or strategy experience in wealth management and/or personal trust services, such as corporate trustee services or tax, trust, and estate wealth services.
Responsibilities
- Own the SWA + PTS offer across its full lifecycle, from strategy, business case, and concept design through approvals, implementation, launch, and ongoing evolution.
- Design a coordinated client and advisor experience with SWA as the relationship entry point and clear responsibilities across Wealth Advisors and PTS.
- Translate strategic choices into a practical offer and operating model.
- Lead cross-enterprise execution by establishing workstreams, governance, milestones, decision points, resource needs, dependencies, risks, and accountability.
- Secure alignment and approvals, and escalate issues with clear recommendations.
- Influence senior leaders and cross-functional partners without direct authority, using executive-ready narratives and navigating competing perspectives and trade-offs.
- Own post-launch performance and continuous improvement by defining measures of client and advisor experience, adoption, service quality, operational capacity, and business outcomes.
- Use performance results and feedback to prioritize enhancements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
