Manager - Retail Strategy

Charles Schwab Corporation; San Francisco (CA); On-site; USD 150,000 - 190,000; Full time

Job summary

Charles Schwab Corporation is seeking a Manager, Retail Strategy to lead strategic initiatives for Schwab's Retail segment. You will collaborate with senior leaders to define problems, develop hypotheses, and deliver fact-based recommendations with measurable impact.

The role emphasizes analytical rigor, executive-ready storytelling, and cross-functional leadership in a fast-paced environment within the Retail Strategy & Analytics team.

Qualifications

• 3-6 years of full-time experience in management consulting or related strategic function.
• Experience leading or supporting complex strategic initiatives.
• Ability to frame business questions and develop hypotheses.
• Strong analytical skills, quantitative and qualitative.
• Experience delivering executive-ready presentations and communications.
• Ability to influence stakeholders across functions and levels.
• Proficiency with PowerPoint and Excel; familiarity with AI tools is a plus.
• Interest in financial services and Schwab values.

Responsibilities

• Lead strategic initiatives from problem definition to executive recommendations.
• Frame complex business challenges and develop fact-based recommendations.
• Conduct rigorous quantitative and qualitative analyses.
• Evaluate market trends, competition, and performance data for decisions.
• Create executive-ready presentations and storytelling for leaders.
• Partner with cross-functional stakeholders and align on priorities.
• Coach teammates on analytical workstreams and deliverables.
• Translate ambiguity into structured, actionable plans with measurable outcomes.
• Advise senior leaders on strategic priorities and decisions.
• Leverage AI and productivity tools to improve research and deliverables.

Skills

Strategic problem solving

Analytical thinking

Executive communication

Stakeholder management

PowerPoint

Excel

AI tools usage

Financial services knowledge

Tools

Microsoft PowerPoint

Microsoft Excel

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