Sr Manager, Digital 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. 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 locations.

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

Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. Schwab serves approximately 15,000 individual RIA businesses with over $5 trillion in assets under management in accounts at Schwab. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. We have built our business on serving the needs of RIAs and advancing an industry that helps them and their clients thrive. We understand their needs and work side by side providing the support they need to help them manage their firm and meet their goals.

Schwab Advisor Services is building out a Wealth Services team to drive offer strategy and digital development to better support advisor’s expanding needs for wealth management tools.  This includes portfolio and performance management as well as unique offerings for different client segments.  This group and its work will have high visibility across executive leadership. 

This role is on a new team will pair with other business strategy, digital product development, and offer teams to conceive a future ecosystem combining traditional wealth management capabilities and custody services in a seamless way.  Specifically, the Sr. Manager will be responsible for defining the digital components of the offer, considering both proprietary solutions and third-party integrations to create the best experience for advisors.  This role will develop product requirements in partnership with a broad set of business, technology, operational, and service stakeholders.  The role is also responsible for project managing the development of a new offer, including running regular executive and project team steering committee meetings for input and updates.  This role will not directly manage engineering teams (i.e. will not play the Product Owner role in scrum ceremonies).  Instead, you’ll plan the high-level requirements for any digital components and work closely with other product teams or third-party partners in requirements handoff and execution oversite.

What you’ll do:

• Deeply understand Schwab Advisor Center’s current technology offerings and the new opportunities Schwab is pursuing in creating these offerings
• Refine early, high-level concepts for new product offerings and translate them into draft digital experiences that will resonate with advisors and align to Schwab’s strategic priorities
• Develop relationships with key business stakeholders; regularly collaborate with SMEs and key partners to ensure holistic product design and go-to-market planning to support the new features, including but not limited to marketing plans, operations support, and service model
• Manage discovery efforts for the team to vet new ideas through formal and informal research with target customers
• Manage your projects including partner deliverables to ensure a strong pace in new offer development
• Develop business cases and forecasted outcomes

What you have

Required Qualifications:

• Bachelor's degree
• 4+ years’ experience designing and/or building digital products
• Financial Services experience
• Track record of leadership for project efforts; able to lead a group through development of new ideas
• Strong drive to activate progress; ability to self-start and develop plans from an initial direction
• Strong relationship-building and collaboration skills to partner effectively with SMEs and project contributors
• Excellent communications skills –Ability to create PowerPoints that support productive meetings, summarize complex issues, and drive decision making. Presentation skills for meetings with senior executives. Ability to facilitate collaboration sessions virtually or in-person with peers and partners.
• Strong project management skills – Able to develop project plans and manage various contributors and stakeholders to be accountable to the plan.
• Experience building business cases and defining key outcomes to track
• Curiosity and drive to learn – about the RIA industry, about Schwab’s offerings, other groups the team works with
• Ability to gather and coalesce ideas from various sources

Preferred Qualifications:

• RIA industry experience
• Experience working with external partners and vendors
• Experience designing and supporting go-to-market activities and product activation through service and operational channels
  
  

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

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