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

About the role

The Senior Manager, Product Strategy & Offer Management is responsible for defining and advancing the strategy, development, and activation of key Workplace Services offers across multiple client and stakeholder segments. You’ll work on components of several different offers including the financial wellness offer, integrated benefits offer, consultant offer and plan sponsor offer for both Retirement and Stock Plan Services.

Responsibilities

• Develop and own the long-term vision and multi-year roadmaps for assigned offers (or offer components)
• Financial wellness: the full spectrum of financial support and solutions available to workplace services participants
• Integrated benefits offer: the intentional coordination of Schwab’s capabilities across businesses to deliver a seamless experience and clear value for target clients
• Plan sponsor offer: define the offer for sponsors including reporting, analytics and insights, informed by sponsor research and service data; translate sponsor pain points and root causes into prioritized enhancements.
• Consultant offer: define the consultant experience strategy and engagement model; translate consultant needs into capabilities, materials, and insights that strengthen consultant advocacy and influence business growth.
• Design and launch new products and enhancements informed by customer research, data analytics, behavioral insights, and competitive benchmarking.
• 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. This may include sales finals, plan sponsor and consultant meetings, and/or industry events.
• 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.

Requirements

• Strong client orientation, a desire for continual improvement and a growth-oriented mindset.
• Demonstrated experience owning and evolving offers for multiple audiences (e.g., end clients and intermediary influencers), 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.

Preferred Qualifications

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

Pay

Competitive salary range with potential for bonuses or incentive opportunities.

Schedule

This role is eligible for a hybrid work schedule that balances workplace flexibility, client service, and regular in-person collaboration.