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About the Role

Schwab's Investment Platforms, Solutions, and Strategy (SIPPS) organization is forming a team focused on building a premier investment product suite. The Senior Manager, Investment Offer Strategy will shape strategy across proprietary Separately Managed Account products and third-party product marketplaces. This role involves evaluating new opportunities, synthesizing complex information, and developing recommendations to influence business direction. It's an opportunity to deepen strategy expertise and gain broad exposure across investment products, platforms, and senior leadership.

Responsibilities

Own discrete components of the long-term offer strategy.
Serve as a strategic thought partner on high-visibility initiatives from problem framing through executive decision-making.
Use Product Strategy, Strategic Thinking, Market Research, Competitive Analysis, Modeling, and Risk Assessment to evaluate new opportunities.
Synthesize complex information and develop clear recommendations that influence business direction.
Collaborate across Retail, Advisor Services, Workplace, Schwab Asset Management, and corporate partners to shape go-forward offer strategy.
Connect market and client insights to actionable strategy.
Influence outcomes through executive-level communication.
Deepen strategy expertise while gaining broad exposure across investment products, platforms, and senior leadership.

Requirements

Bachelor's degree.
3+ years of business strategy experience, preferably in consulting, internal strategy, or financial services product management.
5+ years of total work experience.
Understanding of the wealth management market and investment products, such as mutual funds, ETFs, and separately managed accounts.
Ability to use Strategic Thinking and Product Strategy to frame ambiguous business problems, evaluate alternatives, and develop recommendations that support long-term business outcomes.
Experience conducting research and analysis, including Market Research, Competitive Analysis, financial or business Modeling, and synthesis of complex information into clear insights.
Strong Written Communication skills with the ability to develop executive-level communications and presentations that articulate vision, strategy, recommendations, and progress.
Ability to collaborate across business lines and corporate functions while adapting recommendations based on stakeholder needs, business priorities, and risk considerations.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Prior experience in wealth management or asset management.
MBA.
Experience developing or supporting investment product, platform, or offer strategy.
Demonstrated Strategic Planning skills, including the ability to scope and structure complex work, think multiple steps ahead, and recognize second-order impacts.
Executive Presence, including the ability to communicate insights and influence senior leaders through clear, data-driven storytelling.
Strong Project Management skills, including the ability to proactively advance work independently and with teams while managing deadlines and competing priorities.
Resourcefulness, Adaptability, and Problem Solving skills with the ability to drive progress in dynamic environments and navigate ambiguity.
Experience monitoring business results, industry trends, competitive dynamics, or client needs to surface potential opportunities and challenges.
Familiarity with Risk Assessment, regulatory considerations, or financial analysis connected to investment products or platforms.

Skills

Strategic Thinking
Product Strategy
Market Research
Competitive Analysis
Modeling
Risk Assessment
Written Communication
Strategic Planning
Executive Presence
Project Management
Resourcefulness
Adaptability
Problem Solving

Location

On site

Work Type

Full-time
On site

Experience Level

Senior Manager
3+ years of business strategy experience
5+ years of total work experience

Education Level

Bachelor's degree
MBA

Salary/Compensations

Eligible for bonus or incentive opportunities

About the Company

At Schwab, you’re empowered to make an impact on your career.
Innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwab’s newly formed Investment Platforms, Solutions, and Strategy (SIPPS) organization brings together leaders across existing and emerging investment product areas, including digital assets, private markets, third-party products and platforms, separately managed accounts, digital advice, and product strategy.
This team is focused on building a premier investment product suite that meets the evolving needs of Schwab clients while supporting long-term business growth.