Manager, Retail Generative Artificial Intelligence (GenAI)

Charles Schwab; Chicago (IL); On-site; USD 130,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

A leading financial services firm is looking for a Manager for the Retail Generative Artificial Intelligence (GenAI) function in Chicago. The ideal candidate will define strategic priorities, lead initiative execution, and partner on change management for GenAI applications. Required qualifications include a Bachelor's degree and 2+ years in strategy or client experience. The position offers a competitive salary of $130,000 - $140,000 and a comprehensive benefits package.

Qualifications

• 2+ years of work experience in Strategy and/or Client Experience.
• Superior communication skills, both written and verbal.
• Strong proficiency in PowerPoint and Excel.

Responsibilities

• Set Retail GenAI strategy & vision.
• Define project structures and lead execution on non-technical workstreams.
• Support rollout of GenAI applications across the Retail business.

Skills

Structured problem solving

Analysis / decision support

Storytelling and executive communication

Planning and executing large & complex projects

Attention to detail

Adapting

Learning

Education

Bachelor's degree

Tools

PowerPoint

Excel

Job description

Manager, Retail Generative Artificial Intelligence (GenAI)

5 days ago - Be among the first 25 applicants.

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. Schwab is uniquely positioned to derive competitive advantage from the use of generative artificial intelligence ("GenAI") to enhance experiences for reps and clients. We envision a future where GenAI is woven into the fabric of how we do business, empowering our human talent and facilitating client interactions. Given the scale of this opportunity, the Retail business has stood up a Retail GenAI business function to coordinate GenAI efforts to maximize the value of our investments, support execution to drive efficient delivery of capabilities, and partner on change management efforts to drive engagement and adoption across the business. This role will report to the Director of Retail GenAI and will be a part of Charles Schwab's Retail Strategy team which is the internal management consulting group for the Retail business. The Retail business is Schwab’s primary business unit with 13,000 employees worldwide. Our team of roughly 15 professionals serves as a trusted adviser to the head of the Retail business and the Retail Leadership Team and works on strategic and operational issues at the top of senior management's agenda.

Job Summary

We are seeking a Manager for the Retail GenAI business function. As a Manager, you will have the opportunity to:

• Set Retail GenAI strategy & vision:
  • Conduct market & strategic analyses to identify opportunities for GenAI product development
  • Define business goals and partner with product owners to translate into a clear vision for product development
  • Set the strategic priorities and roadmap for product development and ensure cross‑firm alignment
  • Obtain funding and resources needed to execute on strategic priorities
• Support Retail GenAI initiative execution:
  • Define the project structure and stand‑up the implementation program
  • Lead execution on non‑technical workstreams (e.g., marketing & education, legal & compliance, field enablement)
  • Support product and technical execution partners in strategic decision making (e.g., cross‑project trade‑offs, Retail‑wide prioritization)
• Partner on change management efforts:
  • Support rollout of GenAI applications across the Retail business
  • Partner with field enablement to drive adoption and realize productivity benefits

What You Are Good At

• Structured problem solving: Bring order to an ambiguous problem, breaking it down into key components and providing a framework that helps focus our thoughts and energy on what matters most.
• Analysis / decision support: Identify key pieces of information that we must know to make a decision and find answers or identify partners to get those answers, including quantitative analysis.
• Storytelling and executive communication: Communicate a strategy through executive‑level PowerPoint materials, tailoring your message to the audience and telling a compelling story to drive desired outcomes.
• Sequencing work into a series of steps: Identify where we are on a body of work, our desired destination, and the steps or actions to take to reach that destination.
• Planning and executing large & complex projects: Identify a set of workstreams and deliverables necessary to execute on an overall objective; organize these into an overall program structure with timelines, stakeholders, governance, and facilitate execution.
• Attention to detail: Maintain a strong system for tracking next steps and open questions, ensuring nothing falls through the cracks; utilize quality‑checking processes and intuition for information that “seems off.”
• Adapting: Adjust quickly to unexpected changes in priorities.
• Learning: Rapidly ascend the learning curve on new or unfamiliar topics and enjoy learning new skills or knowledge.

What You Have

• Required Qualifications:
  • 2+ years of work experience in Strategy and/or Client Experience
  • Bachelor’s degree
  • Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting information
  • Strong sense of urgency and a proactive approach
  • Superior analytical skills, creativity in problem solving, and attention to detail
  • Strong proficiency in PowerPoint and Excel
  • Personal and professional alignment with Schwab’s vision and values, with a strong interest in our business.
• Preferred Qualifications (but not required):
  • Prior experience in financial services, including experience with financial markets, products, and technology.

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

Location: Chicago, IL | Salary: $130,000 - $140,000 | 1 month ago