Sr. Manager of Tax Offer Development

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).

The Sr. Manager of Tax Offer Development is a key role that supports the strategy, offer development, and execution for tax-aware planning and investing in Schwab Wealth Advisory. In this role as an individual contributor, you will design and build tax-related offers for advisors to deliver to Schwab’s end clients at scale, working with partners in risk & governance, digital product, field enablement and more.

As the Sr. Manager of Tax Offer Development, you will:

• Manage go-to-market and implementation plans for Tax offers
• Be an expert in the needs, expectations, and pain points of clients and advisors
• Inform decisions related to the design and delivery of tax offers
• Develop and deliver clear, compelling presentations for senior leadership that will be used to influence the strategic direction of the client and rep experience
• 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 offer management skills
• Strong strategic mindset with the ability to visualize offer 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, including designing and delivering tax-related programs, enhancements, and offers preferred
• 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.