Manager, AI Strategy

Charles Schwab; Austin (TX); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) match with ESPP

Paid time off & volunteering

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab's Corporate Strategy team is seeking a Manager, AI Strategy to shape enterprise AI initiatives and connect business priorities with AI capabilities. You will conduct data-driven analysis and develop recommendations that translate AI opportunities into tangible business value.

This role offers exposure to senior leaders and broad strategic impact. The position emphasizes delivering high-quality analyses, roadmaps, and communications, partnering across functions to drive timely,

Qualifications

• 4+ years in management consulting, corporate strategy, or related planning.
• Bachelor's degree required.
• Experience in financial modeling, market research, competitive analysis, or business development.
• Strong problem-solving, storytelling, and Excel/PowerPoint skills.
• Excellent written and verbal communication for executive-ready materials.

Responsibilities

• Shape and advance Schwab's enterprise AI strategy with cross-functional stakeholders.
• Develop executive-ready materials and lead discussions with senior leadership.
• Translate AI strategy into actionable roadmaps and implementation plans; assess feasibility and risks.
• Synthesize data to identify insights, implications, and strategic opportunities.
• Communicate complex ideas clearly and persuasively through analyses and presentations.
• Maintain awareness of AI industry trends, competitors, and external factors.
• Collaborate with Communications to ensure clear and consistent messaging of strategy.
• Build trusted relationships across the firm and partner with business, data, and tech leaders.

Skills

Management consulting experience

Executive communication

Financial modeling

Analytical thinking

Stakeholder engagement

Education

Bachelor's degree

MBA or advanced degree

Tools

Microsoft Excel

PowerPoint

Job description

Your opportunity

At Schwab, you are empowered to make an impact on your career. Here, innovative thinking meets creative problem-solving as we challenge the status quo and transform the finance industry together.

Schwab's Corporate Strategy team serves as an internal strategy group and trusted advisor to executives and business leaders. The team provides strategic thought partnership, rigorous analysis, and actionable insights to support informed decision-making. Its work includes leading high-priority strategic initiatives, developing perspectives on industry trends and the competitive landscape, and supporting the annual corporate strategic planning cycle. The team partners with the Board, C-suite, and senior leaders on a broad range of complex, enterprise-wide priorities.

As Manager, AI Strategy, you will play a central role in shaping Schwab's enterprise AI strategy and connecting business priorities, AI capabilities, and execution. Working both independently and collaboratively, you will conduct data-driven analysis, synthesize complex information, and develop recommendations that help translate AI opportunities into sustainable business value.

This role offers the opportunity to work on some of Schwab's most important strategic priorities while building broad enterprise exposure and engaging with senior leaders across the organization.

What You Will Do

• Shape and advance Schwab's enterprise AI strategy, informed by a strong understanding of AI technologies, enterprise platforms, data, and business priorities.
• Develop clear, executive-ready materials and lead discussions with internal and external stakeholders, including senior leadership.
• Partner across business, data, technology, risk, and other functions to deliver high-quality work on time, maintain transparency, and build alignment.
• Synthesize large volumes of quantitative and qualitative information to identify insights, implications, and strategic opportunities.
• Create high-impact analyses, recommendations, and presentations that communicate complex ideas clearly and persuasively.
• Maintain an informed perspective on AI developments, industry trends, competitor activity, and other external factors that may influence Schwab's strategy.
• Support the review and communication of key elements of corporate strategy by collaborating with leadership and partners, including Communications, to promote clarity, alignment, and consistent messaging.
• Translate AI strategy into actionable roadmaps, solution concepts, and implementation plans in partnership with business, data, and technology leaders. Evaluate feasibility, dependencies, risks, and tradeoffs.
• Build trusted relationships across the firm and strengthen connections between Corporate Strategy and Schwab's functional organizations.
• Contribute to workstreams within large, complex initiatives while independently planning and executing smaller projects.
• Demonstrate professionalism, integrity, and sound judgment in all communications and in the handling of confidential strategic, financial, and other sensitive information.

What You Will Gain

• The opportunity to influence important AI strategy decisions that are shaping the future direction of the company.
• Experience balancing strategic theory with practical execution while accounting for industry trends, competitor actions, client needs, and real-world business considerations.
• Broader knowledge of Schwab's clients, businesses, and key value drivers, along with the opportunity to build credibility and trusted relationships with business and technology partners.

Workplace flexibility: This position follows a hybrid work model, Monday through Friday, with four days in the office and one day working from home. It is only available in Austin, TX and Westlake, TX (DFW). Candidate must reside in or be willing to relocate on their own to the listed locations.

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

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 4 or more years of experience in management consulting, corporate strategy, business strategy, or a related strategic planning function.
• Bachelor's degree.
• Demonstrated experience in financial modeling, strategic planning, market research, competitive analysis, or business development.
• Strong problem-solving, critical thinking, and storytelling capabilities, with proficiency in Microsoft Excel and PowerPoint.
• Excellent written and verbal communication skills, including experience developing executive-ready materials and presenting complex concepts to diverse audiences.
• Strong analytical skills, sound judgment, and close attention to detail.
• Demonstrated ability to build trusted relationships, collaborate across functions, and influence outcomes through partnership and stakeholder engagement.
• Intellectual curiosity and a passion for learning, with the ability to manage multiple priorities and subject areas simultaneously.
• Ability to navigate ambiguity, adapt to evolving priorities, and perform effectively in a dynamic, fast-paced environment.

Preferred Qualifications:

• Interest in AI technology and its potential to create value across financial services and Schwab's lines of business.
• Technical fluency in AI, data, enterprise technology, or a related field.
• Experience in the financial services industry.
• MBA or another relevant advanced degree.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance