Senior Business & Product Strategist- Workplace Services Education

Your opportunity

The Senior Business & Product Strategist for Insights and  Education is responsible for shaping the strategic direction of Schwab’s digital education experiences for Workplace Services. This role drives strategies that enhance financial literacy, improve engagement with Schwab’s workplace offerings, and deliver cohesive, customer-centered education across digital channels.

This strategist defines what education experiences we should build, why they matter, and how they create value for participants and plan sponsors—while partnering with execution teams to bring the strategy to life.

What You’ll Do

Strategic Planning & Alignment

• Develop education strategies that align participant needs, market insights, and Schwab’s workplace services goals.
• Partner with Workplace Services, Marketing, UX, and Technology to shape digital education experiences (e.g., retirement planning tools, learning modules, content strategy).
• Translate complex retirement and financial concepts into clear strategic frameworks for digital engagement.
• Define target audiences, value propositions, and participant journeys for education initiatives.

Market & Competitive Insight

• Conduct competitive assessments and trend analyses in financial education and workplace benefits.
• Identify gaps in Schwab’s current education offerings and recommend strategic enhancements.
• Provide leadership with insights that guide investment decisions and prioritization.

Cross-Functional Leadership

• Serve as the strategic connector between Workplace Services, Marketing, UX, and Technology.
• Lead strategic workshops and alignment sessions focused on participant education.
• Develop strategic briefs and customer insights that guide execution teams (content creators, designers, engineers).

Strategic Roadmapping & Go-to-Market

• Create integrated go-to-market strategies for new education tools and experiences.
• Recommend high-level product requirements, experience opportunities, and success metrics for education initiatives.
• Ensure Schwab’s digital channels reflect a coherent and consistent education strategy.

Measurement & Optimization

• Partner with analytics teams to define KPIs for education engagement and learning outcomes.
• Evaluate performance to uncover insights and iterate on strategy.
• Communicate findings and recommendations to leadership to influence future direction.

Who You Are

• A strategic thinker passionate about financial education and digital engagement.
• Skilled at influencing without authority and aligning diverse stakeholders.
• Comfortable navigating ambiguity and turning it into structured, actionable plans.
• Deeply curious about participant behavior, workplace benefits, and how education drives outcomes.
• Strong communicator able to translate complex ideas for technical and non-technical audiences.

What you have

• 10+ years in product strategy, business strategy, or education strategy roles.
• Experience working within cross-functional environments (product, engineering, UX, marketing, compliance).
• Proven ability to lead strategic planning and opportunity analysis for education or engagement initiatives.
• Familiarity with digital ecosystems (web, app, content platforms) and product development processes.
• Strong analytical skills; comfortable with data, competitive intelligence, and business cases.
• Excellent communication, storytelling, and stakeholder management abilities.