Senior Product Strategy & Business Ops Lead

Charles Schwab Corporation; Westlake (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

Charles Schwab Corporation is seeking a seasoned strategy/FP&A professional for a on-site role in Westlake, TX. You will anchor financial and strategic analyses for Product Strategy Operations, linking product decisions to revenue, cost, and profitability while coordinating with Finance, Treasury, Product, and Corporate Strategy teams.

The position emphasizes data-driven decision making, analytical problem solving, and strong collaboration across multiple stakeholders.

Qualifications

• 6+ years of experience in strategy, consulting, FP&A, corporate finance, strategic finance, or product/business finance, ideally within financial services, banking, wealth management, or asset management.
• Familiarity with financial markets, investment products, or fintech ecosystems, with the ability and interest to deepen expertise over time.
• Working knowledge of product economics, including pricing, margin dynamics, funding considerations, revenue and expense drivers, and profitability.
• Demonstrated experience applying analytical and problem-solving skills to structure complex issues, evaluate alternatives, and develop actionable recommendations.
• Experience using data-driven insights to support financial planning, business cases, product strategy, or investment decisions.
• Demonstrated ability to collaborate across functions and contribute to complex initiatives involving multiple stakeholders.
• Ability to manage competing priorities and adapt effectively in a fast-paced, evolving environment.
• Strong communication skills with the ability to synthesize financial and strategic analysis for decision-makers.

Responsibilities

• Connect product decisions to revenue, expense, capital, balance sheet, and profitability outcomes; develop financial and business-case analyses.
• Support product performance and pricing reviews; translate competitive insights into strategic recommendations.
• Collaborate across Finance, Treasury, Product, Corporate Strategy, Business Data Management, and enterprise partners.
• Adapt to a fast-paced, evolving environment while managing competing priorities.

Education

Bachelor’s degree in business, finance, accounting, economics, or a related field

Job description

Charles Schwab Corporation is seeking a seasoned strategy/FP&A professional for a on-site role in Westlake, TX. You will anchor financial and strategic analyses for Product Strategy Operations, linking product decisions to revenue, cost, and profitability while coordinating with Finance, Treasury, Product, and Corporate Strategy teams.

The position emphasizes data-driven decision making, analytical problem solving, and strong collaboration across multiple stakeholders.