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 strategic 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

• Leadership: Leadership, strategic thinking, cross-functional collaboration, results-oriented, balancing structure and creativity
• Strategy: Synthesizing strategic inputs, executive presence, shaping and presenting opportunities, managing trade-offs
• Strategic Execution and Program Management: Prioritizing, stakeholder management, embracing shifts, managing multiple initiatives
• Communication and Collaboration: Internal and external client experience, strong communication, partnership skills, teamwork, and professionalism

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off, volunteering, and 28-day sabbatical after every 5 years of service
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance