Senior Manager, Corporate Strategy, AI

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.

The Corporate Strategy team is an internal strategy group that acts as a trusted advisor to executives and business leaders by providing thought partnership, strategic analysis, and insights. The group leads several key functions for Schwab to support informed decision making, including leading key strategic initiatives for our executives, maintaining perspectives on broader industry trends and Schwab’s competitive landscape, and supporting the annual corporate strategic planning cycle. Corporate Strategy supports the Board, C-suite, and senior leaders, and is responsible for delivering thoughtful, insightful contributions across a range of high-level strategic projects.

The Senior Manager, Corporate Strategy will primarily focus on driving our AI strategy across the firm. This role will help set the direction for where and how Artificial Intelligence is deployed across Schwab, as well as supporting the change management efforts to ensure its successful adoption. This role will focus on the high-level firm-wide strategy and how we articulate our AI strategy to senior executives, the board, and external stakeholders, as well as supporting tactical implementations of AI across many of our individual enterprises.

The Senior Manager Corporate Strategy will also support other key strategic initiatives across a range of topics, typically at the cross-enterprise or corporate level while working with business partners of all levels across the firm. Success in this role will require one to be able to work both independently and in a team setting. The Senior Manager will perform data-driven analysis, synthesize large quantities of information to generate insights, coordinate the activities of a diverse group of stakeholders across the firm, and regularly present to senior leaders across the firm.

Corporate Strategy is one of the main intake valves for high caliber talent at Schwab and provides members with an unparalleled opportunity to define and work on Schwab’s most critical strategic opportunities while gaining visibility among Schwab’s senior leadership.

What you will do 

• Support the development of Schwab’s AI strategy at both the firm level and for many individual Enterprises
• Support the tactical solution design and implementation planning of the identified opportunities to deploy AI
• Facilitate workshops with a wide range of stakeholders from the business, technology, and other strategy teams
• Prepare materials for and lead meetings with internal and external stakeholders (including executive leadership and the Board of Directors).
• Regularly collaborate with cross-functional business partners across all levels and subject matters to ensure that deliverables are high quality, completed on time, and with full stakeholder visibility.
• Synthesize large quantities of information to generate insights through both quantitative and qualitative analysis
• Develop high-impact analysis and presentations
• Build and maintain perspective on strategic implications of key developments in the internal and external environment, especially as it pertains to AI (e.g., industry trends, competitor actions)
• Form strong relationships across the firm and cultivate the team’s linkages with different functional organizations across Schwab
• In all aspects of the role, exercise professionalism and integrity in communications and actions, as well as prudent judgment in the handling of confidential strategic, financial, and other sensitive information
• Manage and support ad-hoc strategy projects, investigating / answering critical questions for the Board and senior executives

Please note: this position is M-F and a hybrid work model. It will be 4 days in-office, 1 day from home, during standard business hours. It is only avaliable in the areas listed. Candidate must reside or be willing to relocate on their own to either of these areas.

What you have

Required Qualifications:

• 6+ years of total work experience
• 2 or more years of work experience at a technology firm focusing on AI in product management, solutions design, or customer implementation support, and / or 2+ years of consulting experience helping financial services clients implement AI solutions
• Bachelor’s degree
• Experience with financial modeling, strategic planning, project management, market research analysis and business development
• Excellent problem solving and storytelling abilities; proficient in MS Excel, MS PowerPoint and Tableau
• Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to diverse audiences
• Superior analytical skills and attention to detail
• Excellent collaboration and relationship building skills; ability to develop rapport and maintain positive working relationships with a diverse group of stakeholders and influence outcomes through partnerships.
• The ideal candidate will have a strong passion for learning and is an enthusiastic team player comfortable working on multiple subject matters simultaneously
• Comfort dealing with ambiguity in a dynamic and fast-moving work environment

Preferred Qualifications:

• Expertise in how AI can be applied in Financial Services to drive value, Wealth and Asset Management experience preferred

What you will gain:

• Opportunity to influence the key strategic decisions that are crafting the direction of the company
• Learn how to balance “theory” and “practice” in adapting analysis and recommendations for the complexities of real-world conditions – industry trends, competitor actions, and client behavior
• Develop credibility and rapport with key business partners as you learn about Schwab’s clients and businesses and develop a deeper understanding of key business drivers