Senior Manager, Offer Strategy & Experience

Charles Schwab; Orlando (FL); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental & vision

Job summary

Charles Schwab seeks a Senior Manager to lead the offer strategy, design, and evolution of an integrated SWA + PTS client experience. You will drive end-to-end lifecycle management, balancing strategic vision with disciplined execution across multiple partners and stakeholders.

You will partner across Wealth, Investor Services, Operations, Marketing, Technology, Risk, Legal, and Compliance to translate client needs into scalable offerings, measure outcomes, and continuously improve the advisor

Qualifications

• Bachelor’s degree.
• 7+ years of professional experience in offer or product management, strategy consulting, internal strategy, business transformation, program leadership, or a related discipline.
• Demonstrated ability to independently lead complex, cross-functional initiatives from early strategy and design through approvals, implementation, launch, and ongoing improvement.
• Strong strategic and offer management capabilities, including market and competitive research, client insights, business-case development, service and operating-model design, and creating executive-level recommendations.
• Proven program and project management capabilities, including establishing governance, developing phased roadmaps, coordinating delivery teams, and managing resources, risks, dependencies, and trade-offs.
• Proven ability to influence senior stakeholders and build alignment across organizational boundaries without direct authority, supported by exceptional written and verbal communication skills.
• A high degree of comfort with ambiguity and a changing environment, demonstrated through adaptability, resilience, intellectual curiosity, sound judgment, and a positive, collaborative approach to resolving unknowns.
• Strongly preferred: prior offer management and/or strategy experience in wealth management and/or personal trust services.

Responsibilities

• Own the SWA + PTS offer across its full lifecycle, from strategy, business case, and concept design through approvals, implementation, launch, and ongoing evolution.
• Design a coordinated client and advisor experience with SWA as the relationship entry point and clear responsibilities across Wealth Advisors and PTS.
• Translate strategic choices into a practical offer and operating model
• Lead disciplined cross-enterprise execution, establishing workstreams, governance, milestones, decision points, resource needs, dependencies, risks, and accountability; securing alignment and approvals; and escalating issues with clear recommendations.
• Build alignment and communicate a clear path forward, influencing senior leaders and cross-functional partners without direct authority by leveraging executive-ready narratives and navigating competing perspectives and trade-offs.
• Own post-launch performance and continued improvement, defining measures of client and advisor experience, adoption, service quality, operational capacity, and business outcomes, and using results and feedback to prioritize enhancements.

Skills

Strategic thinking

Program leadership

Stakeholder influence

Communication

Ownership mindset

Problem solving

Education

Bachelor’s degree

Job description

Charles Schwab seeks a Senior Manager to lead the offer strategy, design, and evolution of an integrated SWA + PTS client experience. You will drive end-to-end lifecycle management, balancing strategic vision with disciplined execution across multiple partners and stakeholders.

You will partner across Wealth, Investor Services, Operations, Marketing, Technology, Risk, Legal, and Compliance to translate client needs into scalable offerings, measure outcomes, and continuously improve the advisor