Senior Manager, Wealth Offer Strategy

Charles Schwab; Raleigh (NC); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off & sabbatical program

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Manager for the Schwab Wealth Advisory Offer Management team in Raleigh, NC. You will drive governance, analytics, and implementation of wealth investment solutions, partnering with risk, compliance, technology, and business leaders to deliver scalable client experiences.

You will shape investment frameworks, oversee onboarding processes, and lead cross-functional initiatives to meet client needs and Schwab's investment philosophy.

Qualifications

• Deep experience in discretionary wealth planning and wealth management.
• Experience evaluating investment offerings with risk/compliance awareness.
• Ability to drive strategic recommendations across stakeholders.
• Proven track record building scalable client-centric wealth solutions.

Responsibilities

• Define best-in-class client experiences across Schwab Wealth Advisory.
• Support Offer Management initiatives and governance for wealth solutions.
• Evaluate new investment products and translate insights into actionable frameworks.
• Collaborate with risk, compliance, technology and business partners to enable delivery.

Skills

Client Experience

Risk Management

Change Management

Strategic Planning

Building Collaborative Relationships

Education

Bachelor’s degree

Job description

Charles Schwab is seeking a Senior Manager for the Schwab Wealth Advisory Offer Management team in Raleigh, NC. You will drive governance, analytics, and implementation of wealth investment solutions, partnering with risk, compliance, technology, and business leaders to deliver scalable client experiences.

You will shape investment frameworks, oversee onboarding processes, and lead cross-functional initiatives to meet client needs and Schwab's investment philosophy.