Senior Manager, Wealth Offer Strategy & Experience
Charles Schwab Corporation
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Job summary
Charles Schwab Corporation is seeking a Senior Manager on the Schwab Wealth Advisory Offer Management team to shape investment solutions and deliver a scalable, modern client experience.
You will partner with wealth advisors, risk, compliance, technology, and operations to evaluate offerings, govern product strategy, and enable onboarding and implementation of investment products that align with Schwab's philosophy and client goals.
Qualifications
- Bachelor's degree required.
- Experience in wealth management or advisory product management.
- Ability to lead cross-functional initiatives.
Skills
Education
Job description
Charles Schwab Corporation is seeking a Senior Manager on the Schwab Wealth Advisory Offer Management team to shape investment solutions and deliver a scalable, modern client experience.
You will partner with wealth advisors, risk, compliance, technology, and operations to evaluate offerings, govern product strategy, and enable onboarding and implementation of investment products that align with Schwab's philosophy and client goals.
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