Product Strategy & Finance Operations Lead

Charles Schwab; Orlando (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation time

Sabbatical after 5 years

Job summary

Charles Schwab is building a next-generation Product Strategy organization to align product decisions with financial outcomes across Schwab brokerage, Schwab Bank, and Schwab Asset Management. The role connects enterprise priorities, pricing, and profitability through disciplined planning and cross-functional partnership.

The selected candidate will synthesize financial analyses, support business cases, and advise on pricing and product decisions while collaborating with Finance, Treasury, and

Qualifications

• 6+ years in strategy, FP&A, corporate finance, or related fields.
• Familiarity with financial markets, investment products, or fintech ecosystems.
• Working knowledge of product economics, including pricing and margins.
• Experience structuring complex issues and delivering actionable recommendations.
• Experience using data-driven insights for planning or investment decisions.
• Ability to collaborate across functions on complex initiatives.
• Ability to manage competing priorities in a fast-paced environment.
• Strong written and verbal communication for executives.

Responsibilities

• Link product decisions to revenue, expenses, capital, and profitability.
• Develop financial and business-case analyses to support strategy.
• Support product performance and pricing reviews.
• Translate competitive insights into strategic recommendations.
• Collaborate across Finance, Treasury, Product, and business partners.

Skills

Strategy & FP&A

Financial modeling

Product pricing

Cross-functional

Data-driven insights

Executive communication

Education

Bachelor's degree

Job description

Charles Schwab is building a next-generation Product Strategy organization to align product decisions with financial outcomes across Schwab brokerage, Schwab Bank, and Schwab Asset Management. The role connects enterprise priorities, pricing, and profitability through disciplined planning and cross-functional partnership.

The selected candidate will synthesize financial analyses, support business cases, and advise on pricing and product decisions while collaborating with Finance, Treasury, and