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

About the role

The Senior Manager, Product Strategy & Offer Management 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, ensuring the value proposition is compelling and aligned to target segments
• 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, while establishing clear intake, prioritization, and governance mechanisms to manage tradeoffs between the two offers
• Oversee vendor partners and contracts to ensure performance, compliance, risk management, and alignment with strategic objectives and experience standards
• Establish KPI frameworks, reporting practices, and maintain key product/offer artifacts aligned with product management discipline

Qualifications

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