Senior Investment Offers Strategy Lead

Charles Schwab Corporation; Austin (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

Charles Schwab Corporation in Austin, TX, seeks a Senior Manager, Investment Offer Strategy to own end‑to‑end strategy across proprietary and third‑party product offers. You will lead high‑visibility initiatives, build business cases, and partner with product, distribution, Risk, Finance, Legal, and Compliance to shape go‑forward strategy that serves clients, RIAs, asset managers, and Schwab.

The role emphasizes strategic thinking, market research, and executive communication, with opportunities

Qualifications

• Bachelor’s degree
• 7+ years of total work experience
• 3+ years in business strategy, ideally at a leading management consulting firm or in a high‑performing internal strategy team; financial services experience strongly preferred
• Understanding of the wealth management market and investment products, such as mutual funds, ETFs, and separately managed accounts
• Ability to use Strategic Thinking and Product Strategy to bring structure to ambiguous business problems, evaluate alternatives, and develop recommendations that support long‑term business outcomes
• Experience conducting research and analysis, including Market Research, Competitive Analysis, financial or business Modeling, and synthesis of complex information into clear insights
• Strong Written Communication skills with the ability to develop executive‑level communications and presentations that articulate vision, strategy, recommendations, and progress
• Ability to collaborate across business lines and corporate functions while adapting recommendations based on stakeholder needs, business priorities, and risk considerations
• Proficiency in Microsoft PowerPoint and Excel, and comfort using AI productivity tools (e.g., Microsoft Copilot)

Responsibilities

• Lead strategic initiatives across the IOS product and platform portfolio, scoping the key questions, structuring the work, and driving to a clear recommendation and decision
• Build business cases, market sizing, and financial models to evaluate new product, pricing, and platform opportunities
• Develop and maintain a perspective on industry trends, competitor moves, and client and advisor needs, and translate them into implications for Schwab’s offer strategy
• Prepare and present executive‑ready materials for IOS and SIPSS leadership, and support materials for broader senior leadership forums
• Partner with product, distribution, and corporate functions (Risk, Finance, Legal, Compliance) to move initiatives through governance and into execution
• Facilitate working sessions and workshops with cross‑functional stakeholders to align on direction, trade‑offs, and next steps
• Support the IOS annual strategic planning cycle and manage ad hoc strategic questions from senior leaders

Skills

Strategic thinking

Product strategy

Market research

Competitive analysis

Financial modeling

Executive communication

Cross-functional collaboration

PowerPoint

Excel

AI productivity tools

Wealth management knowledge

Education

Bachelor’s degree

Tools

Microsoft Copilot

Job description

Charles Schwab Corporation in Austin, TX, seeks a Senior Manager, Investment Offer Strategy to own end‑to‑end strategy across proprietary and third‑party product offers. You will lead high‑visibility initiatives, build business cases, and partner with product, distribution, Risk, Finance, Legal, and Compliance to shape go‑forward strategy that serves clients, RIAs, asset managers, and Schwab.

The role emphasizes strategic thinking, market research, and executive communication, with opportunities