Senior Manager, Wealth Advisory Experience & Strategy

Charles Schwab; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

PTO and sabbatical program

Parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Chicago invites you to join the Schwab Wealth Advisory Client and Offer Experience team as a Senior Manager. You will shape the offer experience strategy and drive high-priority initiatives from identification through measurable results.

The role requires strategic thinking, collaboration across business, operations, marketing, and technology, and the ability to influence senior stakeholders while delivering tangible client and advisor outcomes in a dynamic, on-site environment.

Qualifications

• Bachelor's degree required.
• 5+ years of experience in offer experience, offer or product management, internal strategy, strategy consulting, or related discipline.
• Experience in financial services, wealth management, or advisory solutions.
• Authorized to work in the United States now and in the future without employer sponsorship.

Responsibilities

• Define the offer experience strategy and lead high-priority initiatives from opportunity identification through implementation and measurable results.
• Collaborate across business, operations, marketing, and technology teams to influence senior stakeholders.
• Establish measures that guide future enhancements and manage risks and dependencies.

Skills

5+ years experience

Cross-functional leadership

Financial services experience

Strategic thinking

Education

Bachelor's degree

Job description

Charles Schwab in Chicago invites you to join the Schwab Wealth Advisory Client and Offer Experience team as a Senior Manager. You will shape the offer experience strategy and drive high-priority initiatives from identification through measurable results.

The role requires strategic thinking, collaboration across business, operations, marketing, and technology, and the ability to influence senior stakeholders while delivering tangible client and advisor outcomes in a dynamic, on-site environment.