Senior Manager, Wealth Offer Strategy (Hybrid)

Charles Schwab; Lone Tree (CO); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave

Job summary

Charles Schwab is seeking a Senior Manager on the Schwab Wealth Advisory Offer Management team to shape investment solutions and client experiences. You will collaborate with risk, compliance, technology, and operations to evaluate offerings, govern investment solutions, and enable scalable onboarding.

The role emphasizes strategic planning, change management, and building strong partnerships to deliver client-centric wealth management at scale.

Qualifications

• Bachelor’s degree required.
• Experience in discretionary wealth planning offerings and wealth management.
• Knowledge of investment products (mutual funds, ETFs, SMAs, alternatives).
• Ability to translate insights into recommendations that support governance decisions.

Responsibilities

• Shape the future of wealth management by supporting development, governance, and implementation of investment solutions.
• Collaborate across risk, compliance, technology, operations and business leaders to evaluate new offerings.
• Define best-in-class client experiences and scalable onboarding frameworks across Schwab Wealth Advisory.

Skills

Client experience

Risk management

Change management

Strategic planning

Building collaborative relationships

Education

Bachelor’s degree

MBA or CFA designation

Job description

Charles Schwab is seeking a Senior Manager on the Schwab Wealth Advisory Offer Management team to shape investment solutions and client experiences. You will collaborate with risk, compliance, technology, and operations to evaluate offerings, govern investment solutions, and enable scalable onboarding.

The role emphasizes strategic planning, change management, and building strong partnerships to deliver client-centric wealth management at scale.