Manager - Retail Strategy

Charles Schwab; Chicago (IL); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5 y

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab’s Retail Strategy & Analytics team partners with senior leaders to solve strategic, operational, and analytical challenges for Schwab’s Retail segment. As Manager, Retail Strategy, you will lead initiatives from problem definition to executive recommendation, working closely with senior leaders across the Retail organization.

You will frame problems, conduct rigorous analyses, and develop compelling presentations that influence leadership decisions, while coaching teams and

Qualifications

• 3–6 years of full-time experience in management consulting, corporate strategy, financial services, or a related strategic function.
• Proven experience leading or supporting complex strategic initiatives.
• Ability to frame business questions, develop hypotheses, and craft strategic recommendations.
• Strong analytical skills, including both quantitative and qualitative analysis.
• Experience delivering executive-ready presentations and communications.
• Demonstrated ability to influence stakeholders across functions and levels.
• Excellent interpersonal, relationship-building, and stakeholder-management skills.
• Ability to work in fast-paced environments with evolving priorities.
• Proficiency with PowerPoint and Excel.
• Experience using AI/productivity tools to improve efficiency.

Responsibilities

• Lead high-priority strategy projects from inception through implementation planning.
• Frame complex business questions and develop hypotheses with strategic recommendations.
• Conduct rigorous quantitative and qualitative analyses.
• Evaluate market trends, competitive dynamics, and performance data.
• Develop executive-ready presentations and storytelling to influence decisions.
• Build partnerships and alignment across cross-functional stakeholders.
• Coach analytics teams on workstreams and deliverables.
• Translate ambiguity into structured, actionable plans.
• Serve as trusted advisor to senior leaders on priorities.
• Leverage AI and productivity tools to enhance research quality.

Skills

Analytical skills

Presentation skills

stakeholder management

Interpersonal skills

Cross-functional collaboration

PowerPoint

Excel

AI productivity tools

Tools

PowerPoint

Excel

AI productivity tools

Job description

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.

Charles Schwab's Retail Strategy & Analytics team serves as the internal management consulting organization for the Retail business, Schwab's largest business segment. The team partners with senior leaders to solve complex strategic, operational, and analytical challenges, helping shape the future direction of the Retail organization. The group is recognized as a premier source of leadership talent and a valuable pipeline for future enterprise leaders.

Retail Strategy & Analytics Serves Two Primary Functions

• Supporting strategic decision-making, business planning, and operational priorities for the Retail Leadership Team
• Delivering analytical insights and business performance reporting for senior leadership

This opportunity is within the Retail Strategy function, where projects focus on growth strategy, market assessments, competitive analysis, operating model design, organizational effectiveness, M&A evaluations, and enterprise transformation initiatives.

What You'll Do

As a Manager, Retail Strategy, you will lead strategic initiatives from problem definition through executive recommendation while partnering closely with senior leaders across the Retail organization.

Responsibilities Include

• Leading high-priority strategy projects and critical business initiatives from inception through implementation planning
• Framing complex business challenges and developing fact-based strategic recommendations
• Conducting and overseeing rigorous quantitative and qualitative analyses
• Evaluating market trends, competitive dynamics, and business performance data to inform decision-making
• Developing executive-ready presentations and storytelling that influence leadership decisions
• Building partnerships and alignment across cross-functional stakeholders
• Coaching and providing guidance on analytical workstreams and project deliverables
• Translating ambiguity into structured, actionable plans that drive measurable business outcomes
• Serving as a trusted advisor to senior leaders on strategic priorities and organizational decisions
• Leveraging AI and productivity tools to enhance research, analysis, and deliverable quality

What you have

Required Qualifications

• 3-6 years of full-time experience in management consulting, corporate strategy, financial services, investment banking, or a related strategic business function
• Proven experience leading or supporting complex strategic problem-solving initiatives
• Experience framing business questions, developing hypotheses, and creating strategic recommendations
• Strong analytical skills, including both quantitative and qualitative analysis
• Experience developing and delivering executive-ready presentations and communications
• Demonstrated ability to influence stakeholders across multiple functions and organizational levels
• Strong interpersonal, relationship building, and stakeholder management skills
• Ability to work effectively in dynamic, fast-paced environments with evolving priorities
• Proficiency with Microsoft PowerPoint and Excel
• Experience utilizing AI and productivity tools to improve efficiency, research, analysis, and deliverable quality
• Strong interest in financial services and alignment with Schwab's values and client-first culture

Preferred Qualifications

• Experience within management consulting, corporate strategy, financial services, wealth management, banking, or capital markets
• Familiarity with financial modeling, valuation methodologies, and investment concepts
• Experience presenting directly to executive leadership teams
• Experience mentoring, coaching, or reviewing the work of others
• Knowledge of operating model design, growth strategy, market assessments, or organizational transformation initiatives

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