Senior Manager Product Strategy and Business Operations

Charles Schwab; Westlake (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+1

Tuition reimbursement

Health, dental, and vision insurance

Hybrid work and flexibility

Job summary

Charles Schwab is building a next-generation Product Strategy organization to strengthen how we design, deliver, and manage products across Schwab brokerage, Schwab Bank, and Schwab Asset Management.

This role serves as a financial and analytical anchor for Product Strategy Operations, linking product decisions to revenue, expenses, capital, and profitability, and supporting performance reviews and business cases.

Qualifications

• 6+ years in strategy, consulting, FP&A, corporate finance, strategic finance, or product/business finance in financial services.
• Familiarity with financial markets, investment products, or fintech ecosystems.
• Knowledge of product economics: pricing, margins, funding, revenue/expense drivers, profitability.
• Experience structuring issues, evaluating options, and delivering actionable recommendations.
• Ability to use data-driven insights for financial planning and product strategy.
• Proven collaboration across functions on complex initiatives.

Responsibilities

• Connect product decisions to revenue, expenses, capital, balance sheet, and profitability outcomes.
• Develop financial and business-case analyses and support pricing reviews.
• Translate competitive insights into strategic recommendations for leadership.
• Collaborate with Finance, Treasury, Product, Strategy, and Enterprise partners.

Skills

Strategy / FP&A / corporate finance

Financial markets knowledge

Product economics understanding

Analytical problem solving

Cross-functional collaboration

Communication to decision-makers

Education

Bachelor’s degree in business, finance, economics, or related field

MBA / CFA / CPA (preferred)

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 is building a next-generation Product Strategy organization to strengthen how we design, deliver, and manage products across Schwab brokerage, Schwab Bank, and Schwab Asset Management. Grounded in our Through Clients’ Eyes approach, the team connects enterprise priorities, product economics, and client outcomes through disciplined planning, analysis, and cross-functional partnership.

Reporting to the Director, Product Strategy & Business Operations, this role serves as a financial and analytical anchor for Product Strategy Operations. You will connect product decisions to revenue, expense, capital, balance sheet, and profitability outcomes; develop financial and business-case analyses; support product performance and pricing reviews; and translate competitive insights into strategic recommendations. Success requires strong analytical problem solving, sound judgment, adaptability, and the ability to collaborate across Finance, Treasury, Product, Corporate Strategy, Business Data Management, and enterprise partners.

What you have

Required Qualifications

• 6+ years of experience in strategy, consulting, FP&A, corporate finance, strategic finance, or product/business finance, ideally within financial services, banking, wealth management, or asset management.
• Familiarity with financial markets, investment products, or fintech ecosystems, with the ability and interest to deepen expertise over time.
• Working knowledge of product economics, including pricing, margin dynamics, funding considerations, revenue and expense drivers, and profitability.
• Demonstrated experience applying analytical and problem-solving skills to structure complex issues, evaluate alternatives, and develop actionable recommendations.
• Experience using data-driven insights to support financial planning, business cases, product strategy, or investment decisions.
• Demonstrated ability to collaborate across functions and contribute to complex initiatives involving multiple stakeholders.
• Ability to manage competing priorities and adapt effectively in a fast-paced, evolving environment.
• Strong communication skills with the ability to synthesize financial and strategic analysis for decision-makers.

Preferred Qualifications

• Bachelor’s degree in business, finance, accounting, economics, or a related field.
• MBA, CFA, or CPA.
• Experience in business strategy, finance, treasury, economics, or a technology-related discipline.
• Exposure to product strategy, pricing, platform strategy, or enterprise transformation initiatives.
• Experience developing leadership-facing materials and supporting executive-level discussions.

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