Senior Manager, Wealth Offer Strategy (Hybrid)

Charles Schwab; Phoenix (AZ); On-site; USD 140,000 - 190,000; Full time

Job summary

Charles Schwab's Senior Manager on the Schwab Wealth Advisory Offer Management team will shape the future of wealth management by supporting the development, governance, and implementation of investment solutions that deliver a consistent, scalable client experience.

You will collaborate with wealth advisors, risk, compliance, technology, and business leaders to evaluate new offerings, align investment approaches, and ensure solutions support client needs and Schwab's investment philosophy.

Qualifications

• Client experience in discretionary wealth planning and wealth management design.
• Experience evaluating investment products with risk/compliance partners.
• Ability to lead change management for new offerings.
• Strong strategic planning and cross-functional collaboration across teams.

Skills

Client Experience

Risk Management

Change Management

Strategic Planning

Building Collaborative Relationships

Education

Bachelor’s degree

MBA or CFA designation

Job description

Charles Schwab's Senior Manager on the Schwab Wealth Advisory Offer Management team will shape the future of wealth management by supporting the development, governance, and implementation of investment solutions that deliver a consistent, scalable client experience.

You will collaborate with wealth advisors, risk, compliance, technology, and business leaders to evaluate new offerings, align investment approaches, and ensure solutions support client needs and Schwab's investment philosophy.