Sr. Manager, Product Strategy

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). Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.

Schwab’s Wealth Strategies Group is looking for a Senior Product Strategy Manager to own the strategy, development, and execution of tax-aware planning and investing programs in Schwab’s premier wealth management offer—Schwab Wealth Advisory.

You will be responsible for owning and progressing Tax Strategy roadmaps, including the end-to-end design, development, and launch of new features and programs. This role requires a background in product strategy or program management and experience collaborating within a large Enterprise to design and pressure test new products, services, and programs. The candidate will have experience in product strategy ownership, program management, and a strong track record in building and launching new products. The candidate will have strong collaboration skills and executive presence to effectively build trust and communicate with partners in risk & governance, digital product, field enablement, and more. You will love this job if you are a natural problem solver and relationship builder.

As the Senior Product Strategy Manager, you will:

• Design and manage go-to-market and implementation plans for tax-aware planning and investing programs, as well as other programs within Wealth Strategies Group as needed
• Have a client-first mindset, becoming an expert in the needs, expectations, and pain points of clients and advisors
• Own strategic roadmaps and inform decisions related to the design and delivery of new and ongoing programs
• Identify and navigate issues and gaps in the client & rep experience, program design, and delivery
• Facilitate meetings and working sessions to drive efficient issue identification, creative problem solving, and effective decision-making across partner teams and with team leaders
• Develop and deliver clear, compelling presentations for senior leadership that will be used to influence the strategic direction of the client and rep experience
• Quickly build credibility and trust to cultivate and nurture strong partnerships with cross-enterprise business partners, stakeholders, executives, vendor contacts, and client-facing representatives

What you have

• Strong problem solving, project management, and program management skills
• Strong strategic mindset with the ability to visualize program design & delivery holistically across multiple time horizons
• Exceptional communication, relationship management, and influencing skills; strong emotional intelligence and executive presence. Thrives on building strong authentic relationships on the team and across the organization.
• Track record of designing & implementing end-to-end experiences that achieve superior results for the end user at scale
• Experience in gathering data and synthesizing insights to understand client needs, and use these insights to inform design and positioning of products and services
• Excellent presentation skills and demonstrated success in a collaborative environment
• Exceptional organization skills and the ability to keep self and others informed of and prepared for key milestones on offer roadmaps
• Expertise in tax topics preferred, including designing and delivering tax-aware programs and features
• BA/BS degree required; CFP and/or CPA preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.