Sr. Manager, SWA Offer Management

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.

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.

Within WAS, the Senior Manager, Offer Management (Business) will be part of the SWA Offer Experience team. The SWA Offer Experience team plays a critical role in advocating for the voice of the field and our clients by designing and driving forward initiatives that enhance and transform both the advisor and client experience. This role requires a strong understanding of product development, offer management, and/or experience working with digital platforms to enhance our expertise, delivery, and services for both mass affluent and high net worth clients.

As a Senior Manager you will support SWA Offer Experience initiatives. Examples of initiatives that SWA Offer Experience is responsible for includes SWA Operating Model, Offer and Practice Standards, Advice Suite Modernization, and SWA Monitoring. A successful candidate will:

• Execute on Strategic Initiatives: Translate the overall product vision and strategy into actionable plans and initiatives within your assigned area.
• Conduct In-Depth Analysis and Develop Recommendations: Perform detailed analysis, synthesize findings, identify gaps, and develop data-driven recommendations to improve existing offerings and support strategic decisions. Focus on interpreting complex data sets to uncover trends and insights that inform specific product enhancements or improve upon end-to-end workflows.
• Lead Cross-Functional Project Execution: Partner with cross-functional teams (ex: Legal, Compliance, Risk & Governance, Supervision & Controls, Product) to execute projects, bringing established strategies to life and delivering measurable results. Manage project timelines, resources, and dependencies, ensuring alignment with overall strategic goals.
• Communicate and Influence Stakeholders: Communicate project updates and findings to stakeholders, influencing decisions within project scope. Prepare clear and concise presentations and reports that effectively convey complex information.
• Manage Offer Initiatives from Design to Completion: Oversee the execution of offer initiatives, ensuring they are delivered on time. Track key metrics and report on progress to stakeholders.

What you have

Required Qualifications

• 5+ years of product development, product management, product owner, offer development, offer management, change management, strategy, or similar roles
• Bachelor’s degree

Preferred Qualifications

• Demonstrated strategic thinking and analytical skills with the ability to translate data into actionable insights.
• Strong communication skills, both written and verbal, with demonstrated ability to analyze, synthesize, and present information effectively to various audiences.
• Proven ability to manage multiple complex projects simultaneously and meet deadlines with minimal supervision.
• Highly resourceful, adaptable, and creative problem solver who thrives in dynamic environments and can navigate ambiguity.
• Strong relationship-building and collaboration skills; a proven team player.
• Prior experience in financial services and/or wealth management is preferred.

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