Sr. Manager, Product Strategy and Offer Management (Workplace Services)

About the role

The Senior Manager, Product Strategy & Offer Management role at Schwab is responsible for defining and advancing the strategy, development, and activation of key Workplace Services offers across multiple client and stakeholder segments. This role reports to the Director of Integrated Benefits Offer Manager and partners closely with leaders across the firm.

Responsibilities

• Develop and own the long-term vision and multi-year roadmaps for assigned offers (or offer components)
• Develop and refine pricing strategies and market positioning for each offer
• Deliver presentations serving as the SME, clearly articulating the value of the offer to internal and external stakeholders
• Partner and influence across the organization (and, when needed, the broader firm) to activate roadmap deliverables on time and within scope
• Establish KPI frameworks, reporting practices, and maintain key product/offer artifacts aligned with product management discipline

Requirements

• Strong client orientation, a desire for continual improvement and a growth-oriented mindset
• Demonstrated experience owning and evolving offers for multiple audiences, including aligning value propositions, roadmaps, and success metrics
• Superior analytical and problem-solving skills
• Excellent collaboration skills with demonstrated ability to build strong relationships
• Proven track record influencing without authority and leading cross-functional teams
• Exceptional written and verbal communication skills including the ability to succinctly synthesize data/research, develop recommendations, create presentations, and share with key stakeholders including executives
• Comfortable navigating ambiguity and the ability to quickly adjust to changes in priorities
• At least 7 years of experience in product/offer management, business strategy, or client experience
• Bachelor’s degree or equivalent experience

Qualifications

• Workplace (retirement and/or stock plan) experience strongly preferred