Manager, Corporate Strategy

Charles Schwab; Lone Tree (IA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation, volunteering, and sabb．

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Manager of Corporate Strategy to drive cross-enterprise initiatives, synthesize large data, and deliver insights for senior leadership. You will develop high-impact analyses, collaborate across functions, and help shape Schwab's AI strategy in a dynamic environment.

The role emphasizes data-driven decision-making, stakeholder collaboration, and strategic planning to sustain growth while maintaining confidentiality and integrity in communications.

Qualifications

• 2+ years of work experience at a consulting firm or in strategy projects in corporate environments.
• Experience with financial modeling, strategic planning, project management, market research and business development.
• Excellent problem solving and storytelling; proficient in MS Excel, MS PowerPoint and Tableau.
• Superior communication skills, written and verbal, with ability to develop materials and present to diverse audiences.
• Superior analytical skills and attention to detail.
• Excellent collaboration and relationship-building; influence outcomes through partnerships.
• Strong learning mindset; enthusiastic team player; able to handle multiple subjects.
• Comfort with ambiguity in a dynamic, fast-moving environment.

Responsibilities

• Facilitate timely review and socialization of key components of our corporate strategy with leadership and partners.
• Prepare materials and lead meetings with internal and external stakeholders, including the Board.
• Collaborate across levels to ensure high-quality, timely deliverables with full visibility.
• Synthesize large data sets to generate insights using quantitative and qualitative analysis.
• Develop high-impact analysis and presentations for senior leaders.
• Maintain perspective on strategic implications of industry trends and competitor actions.
• Build relationships across the firm and link with different functional areas.
• Plan and execute workstreams for large projects; own smaller projects end-to-end.
• Maintain professionalism and integrity in confidential strategic information.
• Support ad-hoc strategy projects and answer questions for the Board and executives.
• Assist in shaping the firm’s AI strategy.

Job description

Join to apply for the Manager, Corporate Strategy role at Charles Schwab.

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 Manager, Corporate Strategy will drive key strategic initiatives and insights across a range of topics, typically at the cross-enterprise or corporate level while working with business partners of all levels across the firm. Working both independently and in a team setting, the Manager will perform data-driven analysis, synthesize large quantities of information to generate insights, and contribute recommendations for strategy development that will drive sustained growth for Schwab.

The group 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

• Facilitate a timely review and socialization of key components of our corporate strategy by collaborating with leadership and business partners (e.g., Communications) to ensure clarity, alignment, and consistent messaging across the company.
• Prepare materials for and lead meetings with internal and external stakeholders (including executive leadership and the Board of Directors).
• Regularly collaborate with 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 (e.g., industry trends, competitor actions).
• Form strong relationships across the firm and cultivate the team’s linkages with different functional organizations across Schwab.
• Plan and execute workstreams for large, complex projects, as well as take full ownership end-to-end for smaller projects.
• 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 and answering critical questions for the Board and senior executives.
• Help shape the firm’s AI strategy.

What You Will Gain

• Opportunity to influence the key strategic decisions that shape 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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site four days per week in the specified locations.

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

Required Qualifications

• 2 or more years of work experience at a consulting firm or focused on strategy related projects within corporate environments.
• 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

• Prior experience in financial services.

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