Sr. Manager, Digital Wealth Advisory Offer Management

About the role

The Senior Manager, Digital Wealth Advisory Offer Management plays a pivotal role in shaping how Schwab evaluates, prioritizes, and advances new capabilities that enhance the digital wealth advisory experience for clients and advisors. This role operates at the intersection of business strategy, product, technology, governance, and external partners.

Responsibilities

• Evaluate business, client, and advisor needs and translate them into strategic opportunities, structured recommendations, and prioritized initiatives
• Define evaluation criteria, frame opportunities, and translate complex inputs into recommendations that support sound decision-making
• Influence senior leaders and drive alignment across business, technology, risk, and governance partners
• Assess operational feasibility, scalability, and long-term business impact when shaping new opportunities
• Build business cases, executive materials, or strategic recommendations that support enterprise decision-making
• Lead cross-functional initiatives in fast-paced, evolving environments with a high level of ownership and accountability

Requirements

• 8+ years of progressive experience in wealth management, wealth technology, or a related financial services environment
• 6+ years of experience in offer management, product strategy, digital strategy, or digital capability development within complex, matrixed organizations
• Strong understanding of the wealth technology landscape, including emerging AI trends, external partner ecosystems, and competitive dynamics
• Experience using data, market insights, and business inputs to support decision-making, opportunity assessment, and roadmap direction
• Proven ability to influence senior leaders and drive alignment across business, technology, risk, and governance partners
• Experience with vendor intake, external partner assessments, or partnership management

Preferred Qualifications

• Experience evaluating AI, Generative AI, or digital innovation capabilities within financial services
• Experience balancing innovation velocity with governance rigor while advancing client-centric outcomes
• Experience assessing operational feasibility, scalability, and long-term business impact when shaping new opportunities
• Experience leading cross-functional initiatives in fast-paced, evolving environments with a high level of ownership and accountability
• Experience designing and facilitating executive forums, innovation showcases, or leadership reviews that translate innovation into strategic decisions

Benefits

At Schwab, you're eligible for a competitive benefits package including:

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