Charles Schwab
Sr Manager, Business Strategy
Charles Schwab, San Francisco, California, United States, 94199
Join to apply for the
Sr Manager, Business Strategy
role at
Charles Schwab Join to apply for the
Sr Manager, Business Strategy
role at
Charles Schwab Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad range of investment products and solutions, to both retail and registered investment advisor (RIA) clients.
The WAS Strategy, Planning and Operations (SPO) team is responsible for furthering Schwab’s wealth management strategy and provides new members of the team with an unparalleled opportunity to define and work on the business’s major strategic opportunities while gaining visibility among the firm's senior leadership. The team often serves as a feeder pool of top-talent across the WAS organization. The goals of the WAS Strategy team are to deliver insightful and compelling strategic recommendations; conduct clear, consistent, fact-based analysis to inform recommendations and key business decisions; and drive the allocation of scarce resources to the highest-value opportunity areas across Schwab.
We are looking for a Senior Manager of Business Strategy to help drive the WAS organization’s strategy by working directly with key leaders across the WAS org. This role will also collaborate closely with partners across Schwab in Retail, Advisor Services, Workplace, Schwab Asset Management, and corporate functions (e.g., Risk, Finance, Legal, Compliance) to gain alignment on recommendations that will result in improved client and business outcomes.
Where You Will Excel
Lead key strategic projects in collaboration with WAS offer management leaders and the senior leadership team Craft compelling presentations and written communications (i.e., narratives) that articulate our vision and strategic recommendations, influencing audiences at different levels across Schwab - from executives in partner organizations to employees on offer management teams Perform in-depth research and analyses (e.g., industry/market research, market sizing, client research, offer concept testing, competitive analysis, industry best practices, modeling, etc.) Contribute to the WAS Strategy, Planning and Operations team’s high-impact projects by developing your business acumen and supporting cross-enterprise efforts
What you have
Required Qualifications
3+ years of business strategy experience 5+ years of professional work experience - preferably in management/strategic consulting or within an internal strategy group Exceptional executive presence, emotional maturity, collaboration and influencing skills Ability to develop and share a point of view, create alignment and influence across all levels of the enterprise Strong written communication skills with ability to craft executive-level communications and presentations for internal and external audiences that articulate our vision, strategy, and progress Highly resourceful, adaptable, and creative problem solver who can thrive in a dynamic environment, solve issues as they arise, and drive progress in the face of ambiguity Strategic thinker with strong business judgment and analytical skills Strong acumen in financial services and wealth management; prior experience in wealth management preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
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Sr Manager, Business Strategy
role at
Charles Schwab Join to apply for the
Sr Manager, Business Strategy
role at
Charles Schwab Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad range of investment products and solutions, to both retail and registered investment advisor (RIA) clients.
The WAS Strategy, Planning and Operations (SPO) team is responsible for furthering Schwab’s wealth management strategy and provides new members of the team with an unparalleled opportunity to define and work on the business’s major strategic opportunities while gaining visibility among the firm's senior leadership. The team often serves as a feeder pool of top-talent across the WAS organization. The goals of the WAS Strategy team are to deliver insightful and compelling strategic recommendations; conduct clear, consistent, fact-based analysis to inform recommendations and key business decisions; and drive the allocation of scarce resources to the highest-value opportunity areas across Schwab.
We are looking for a Senior Manager of Business Strategy to help drive the WAS organization’s strategy by working directly with key leaders across the WAS org. This role will also collaborate closely with partners across Schwab in Retail, Advisor Services, Workplace, Schwab Asset Management, and corporate functions (e.g., Risk, Finance, Legal, Compliance) to gain alignment on recommendations that will result in improved client and business outcomes.
Where You Will Excel
Lead key strategic projects in collaboration with WAS offer management leaders and the senior leadership team Craft compelling presentations and written communications (i.e., narratives) that articulate our vision and strategic recommendations, influencing audiences at different levels across Schwab - from executives in partner organizations to employees on offer management teams Perform in-depth research and analyses (e.g., industry/market research, market sizing, client research, offer concept testing, competitive analysis, industry best practices, modeling, etc.) Contribute to the WAS Strategy, Planning and Operations team’s high-impact projects by developing your business acumen and supporting cross-enterprise efforts
What you have
Required Qualifications
3+ years of business strategy experience 5+ years of professional work experience - preferably in management/strategic consulting or within an internal strategy group Exceptional executive presence, emotional maturity, collaboration and influencing skills Ability to develop and share a point of view, create alignment and influence across all levels of the enterprise Strong written communication skills with ability to craft executive-level communications and presentations for internal and external audiences that articulate our vision, strategy, and progress Highly resourceful, adaptable, and creative problem solver who can thrive in a dynamic environment, solve issues as they arise, and drive progress in the face of ambiguity Strategic thinker with strong business judgment and analytical skills Strong acumen in financial services and wealth management; prior experience in wealth management preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Get notified about new Business Strategy Manager jobs in
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