Senior Product Strategy & Finance Lead

Charles Schwab; Westlake (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+1

Tuition reimbursement

Health, dental, and vision insurance

Hybrid work and flexibility

Job summary

Charles Schwab is building a next-generation Product Strategy organization to strengthen how we design, deliver, and manage products across Schwab brokerage, Schwab Bank, and Schwab Asset Management.

This role serves as a financial and analytical anchor for Product Strategy Operations, linking product decisions to revenue, expenses, capital, and profitability, and supporting performance reviews and business cases.

Qualifications

• 6+ years in strategy, consulting, FP&A, corporate finance, strategic finance, or product/business finance in financial services.
• Familiarity with financial markets, investment products, or fintech ecosystems.
• Knowledge of product economics: pricing, margins, funding, revenue/expense drivers, profitability.
• Experience structuring issues, evaluating options, and delivering actionable recommendations.
• Ability to use data-driven insights for financial planning and product strategy.
• Proven collaboration across functions on complex initiatives.

Responsibilities

• Connect product decisions to revenue, expenses, capital, balance sheet, and profitability outcomes.
• Develop financial and business-case analyses and support pricing reviews.
• Translate competitive insights into strategic recommendations for leadership.
• Collaborate with Finance, Treasury, Product, Strategy, and Enterprise partners.

Skills

Strategy / FP&A / corporate finance

Financial markets knowledge

Product economics understanding

Analytical problem solving

Cross-functional collaboration

Communication to decision-makers

Education

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

MBA / CFA / CPA (preferred)

Job description

Charles Schwab is building a next-generation Product Strategy organization to strengthen how we design, deliver, and manage products across Schwab brokerage, Schwab Bank, and Schwab Asset Management.

This role serves as a financial and analytical anchor for Product Strategy Operations, linking product decisions to revenue, expenses, capital, and profitability, and supporting performance reviews and business cases.