Sr. Manager, Investment Offer Strategy

About the role

Within Schwab’s newly formed Investment Platforms, Solutions, and Strategy (SIPPS) organization, the Senior Manager, Investment Offer Strategy will be part of the Investment & Offer Solutions group. This team shapes 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? 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.

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.

Responsibilities

• 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.
• Frame ambiguous business problems, evaluate alternatives, and develop recommendations that support long-term business outcomes.
• Conduct research and analysis, including Market Research, Competitive Analysis, financial or business Modeling, and synthesis of complex information into clear insights.
• Develop executive-level communications and presentations that articulate vision, strategy, recommendations, and progress.
• Collaborate across business lines and corporate functions while adapting recommendations based on stakeholder needs, business priorities, and risk considerations.
• Monitor business results, industry trends, competitive dynamics, or client needs to surface potential opportunities and challenges.

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.
• Currently authorized to work in the United States on a full-time basis without employer sponsorship.

Preferred Qualifications

• 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.
• Familiarity with Risk Assessment, regulatory considerations, or financial analysis connected to investment products or platforms.

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.

Pay

In addition to the salary range, this role is eligible for bonus or incentive opportunities.