Sr. Manager, Strategy & Offer Development

About the role

The Senior Manager of the Advisor Services Offer Development team leads projects focused on driving the strategic design and execution of new initiatives for the business. This role partners with functional leaders across Advisor Services and Schwab to assess strategic opportunities and investments, scope and model potential client and business outcomes, bring new offers to market, and incubate new programs.

Responsibilities

• Lead strategic design and execution of new initiatives for Advisor Services
• Assess strategic opportunities and investments, scope and model potential client and business outcomes
• Bring new offers to market and incubate new programs
• Partner with functional leaders across Advisor Services and Schwab to drive initiatives

Requirements

• Bachelor's degree
• 10+ years of experience in management consulting, business strategy, offer management, program management, project management, and/or strategic execution roles
• 2+ years of experience within the Registered Investment Advisor (RIA) and/or Wealth Management industry
• Demonstrated success in developing strategic points of view (POVs), building compelling business cases, and leading large-scale, complex go-to-market initiatives from strategy through execution
• Proven ability to drive cross-functional alignment and deliver strategic initiatives that achieve measurable business outcomes

Qualifications

• Master’s degree in Business, Finance, Economics, a related field; or equivalent experience preferred

Skills

• Effective synthesis of strategic, senior leadership, field, and competitive inputs
• Quantitative skills for modeling and analysis
• Executive presence and credible influence
• Can manage trade-offs and make decisions with less-than-perfect information
• Can work in both an open-ended, strategic capacity and a focused, executional capacity
• Prioritizes effectively and manages stakeholders in a fast-paced, matrixed environment
• Embraces directional shifts and new information, thinks creatively to resolve problems and find a path forward
• Successfully manages multiple initiatives concurrently, autonomously, with sense urgency and attention to detail
• In tune with internal and external client experience
• Strong communication and partnership skills
• Positive attitude, enthusiasm, partnership and professionalism, and strong work ethic with high level of integrity and ethics
• Strong knowledge of Microsoft suite including Excel, Word, PowerPoint and Copilot

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