Manager - Retail Strategy

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. Charles Schwab's Retail Strategy & Analytics team serves as the internal management consulting organization for the Retail business, Schwab's largest business segment. The team partners with senior leaders to solve complex strategic, operational, and analytical challenges, helping shape the future direction of the Retail organization. The group is recognized as a premier source of leadership talent and a valuable pipeline for future enterprise leaders.

About the Role

Retail Strategy & Analytics serves two primary functions:

• Supporting strategic decision-making, business planning, and operational priorities for the Retail Leadership Team
• Delivering analytical insights and business performance reporting for senior leadership

This opportunity is within the Retail Strategy function, where projects focus on growth strategy, market assessments, competitive analysis, operating model design, organizational effectiveness, M&A evaluations, and enterprise transformation initiatives.

Responsibilities

• Lead high-priority strategy projects and critical business initiatives from inception through implementation planning
• Frame complex business challenges and develop fact-based strategic recommendations
• Conduct and oversee rigorous quantitative and qualitative analyses
• Evaluate market trends, competitive dynamics, and business performance data to inform decision-making
• Develop executive-ready presentations and storytelling that influence leadership decisions
• Build partnerships and alignment across cross-functional stakeholders
• Coach and provide guidance on analytical workstreams and project deliverables
• Translate ambiguity into structured, actionable plans that drive measurable business outcomes
• Serve as a trusted advisor to senior leaders on strategic priorities and organizational decisions
• Leverage AI and productivity tools to enhance research, analysis, and deliverable quality

Requirements

• 3-6 years of full-time experience in management consulting, corporate strategy, financial services, investment banking, or a related strategic business function
• Proven experience leading or supporting complex strategic problem-solving initiatives
• Experience framing business questions, developing hypotheses, and creating strategic recommendations
• Strong analytical skills, including both quantitative and qualitative analysis
• Experience developing and delivering executive-ready presentations and communications
• Demonstrated ability to influence stakeholders across multiple functions and organizational levels
• Strong interpersonal, relationship building, and stakeholder management skills
• Ability to work effectively in dynamic, fast-paced environments with evolving priorities
• Proficiency with Microsoft PowerPoint and Excel
• Experience utilizing AI and productivity tools to improve efficiency, research, analysis, and deliverable quality
• Strong interest in financial services and alignment with Schwab's values and client-first culture

Preferred Qualifications

• Experience within management consulting, corporate strategy, financial services, wealth management, banking, or capital markets
• Familiarity with financial modeling, valuation methodologies, and investment concepts
• Experience presenting directly to executive leadership teams
• Experience mentoring, coaching, or reviewing the work of others
• Knowledge of operating model design, growth strategy, market assessments, or organizational transformation initiatives

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Schedule

Hybrid work and flexibility approach balancing workplace flexibility, serving clients, and in-person collaboration.