Senior Manager Investment Offer Strategy

Charles Schwab; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

Charles Schwab seeks a Senior Manager, Investment Offer Strategy within the SIPSS organization in San Francisco. You’ll own components of long-term offer strategy for proprietary SMA products and third-party marketplaces, guiding decisions from framing to launch and measuring impact across Schwab’s platforms.

You will work with Retail, Advisor Services, Workplace, Schwab Asset Management, and Risk/Finance/Legal to shape go-forward strategies, bringing analytical rigor and executive-level

Qualifications

• Bachelor’s degree required.
• 7+ years 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 wealth management market and investment products (mutual funds, ETFs, SMA).
• Ability to frame ambiguous problems, evaluate alternatives, and develop recommendations for long-term outcomes.
• Experience with market research, competitive analysis, financial/business modeling, and synthesizing complex information.
• Strong written communication for executive-level materials and presentations.
• Ability to collaborate across business lines while adapting recommendations to stakeholder needs and risk considerations.
• Proficiency in PowerPoint and Excel; comfortable with AI productivity tools.

Responsibilities

• Lead strategic initiatives across the IOS product and platform portfolio, scoping key questions and driving to a clear recommendation.
• Build business cases, market sizing, and financial models for new product, pricing, and platform opportunities.
• Develop and maintain perspectives on industry trends, competitor moves, and client/advisor needs; translate into implications for Schwab’s offer strategy.
• Prepare and present executive-ready materials for IOS and SIPSS leadership; support broader senior leadership forums.
• Partner with product, distribution, and corporate functions to move initiatives through governance to execution.
• Facilitate working sessions and workshops with cross-functional stakeholders to align on direction 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

Executive Communications

Financial Modeling

Collaboration Across Functions

PowerPoint & Excel

AI Productivity Tools

Education

Bachelor's degree

MBA (preferred)

Tools

PowerPoint

Excel

Copilot / AI 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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Schwab’s Investment Platforms, Solutions, and Strategy (SIPSS) organization brings together leaders across existing and emerging investment product areas, including digital assets, private markets, third-party products and platforms, separately managed accounts, digital advice, and product strategy. This team is focused on building a premier investment product suite that meets the evolving needs of Schwab clients while supporting long-term business growth.

Within this organization, the Senior Manager, Investment Offer Strategy will be part of the Investment Offers & Solutions (IOS) group, a team responsible for shaping strategy across proprietary Separately Managed Account products and third-party product marketplaces, including alternative investments, managed accounts, mutual funds, ETFs, structured products, fixed income, annuities and insurance, and 529 solutions. This role sits at the center of important strategic questions: where should Schwab invest next, how should the offer portfolio evolve over the next 3-5 years, and how can Schwab continue to differentiate its platforms in a changing investment landscape?

In this role, you will own discrete components of the long-term offer strategy and lead high-visibility initiatives end-to-end – from problem framing and hypothesis development through executive decision-making and launch. You will use Product Strategy, Strategic Thinking, Market Research, Competitive Analysis, Modeling, and Risk Assessment to evaluate new opportunities, synthesize complex information, and develop clear recommendations that influence business direction. Your work will require close collaboration across Retail, Advisor Services, Workplace, Schwab Asset Management, and corporate partners such as Risk, Finance, Legal, and Compliance to shape go-forward offer strategy that supports clients, RIAs, asset managers, and Schwab.

This role is designed for strategy professionals – particularly former management consultants who have served wealth management, brokerage, or asset management clients – who want to move from advising on strategy to owning it. Unlike a consulting engagement, you will see your recommendations through to implementation and measure their impact on one of the largest investment platforms in the industry. You will deepen your strategy expertise while gaining broad exposure across investment products, platforms, and senior leadership. The role is well suited for someone who is curious, adaptable, highly resourceful, and energized by work that blends analytical rigor, collaboration, and business impact.

What You’ll Do

• 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

Required Qualifications

• Bachelor’s degree
• 7+ years of total work experience
• 3+ years of business strategy experience, 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)

Preferred Qualifications

• Management consulting experience serving wealth management, brokerage, asset management, or other financial services clients
• Prior experience in wealth management or asset management
• MBA
• Experience developing or supporting investment product, platform, pricing, or offer strategy
• Demonstrated Strategic Planning skills, including the ability to scope and structure complex work, think multiple steps ahead, and recognize second-order impacts
• Executive Presence, including the ability to communicate insights and influence senior leaders through clear, data-driven storytelling
• Strong Project Management skills, including the ability to proactively advance work independently and with teams while managing deadlines and competing priorities
• Familiarity with Risk Assessment, regulatory considerations, or financial analysis connected to investment products or platforms
• Exposure to emerging areas shaping the industry, such as alternative investments, digital assets, or AI-enabled advice

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

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