Sr. Manager – Offer Management

Charles Schwab; Lone Tree (CO); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5 y

Paid parental leave and family perks

Tuition reimbursement

Health, dental and vision insurance

Job summary

Charles Schwab is seeking a Senior Manager to advance the offer experience strategy within the Wealth Advisory Client and Offer Experience team. You will lead high-priority initiatives from opportunity identification through implementation and measurable results.

Collaboration across business, operations, marketing and technology, influencing senior stakeholders, and managing risks are essential to success in this role, with a focus on delivering measurable outcomes.

Qualifications

• Bachelor’s degree required.
• 5+ years of experience in offer experience, offer or product management, internal strategy, strategy consulting, or related discipline.
• Experience in financial services, wealth management, or advisory solutions.
• Experience leading complex, cross-functional initiatives and delivering measurable business results.

Responsibilities

• Define offer experience strategy and lead high-priority initiatives from identification to implementation.
• Collaborate across business, operations, marketing, and technology teams; influence senior stakeholders.
• Establish measures to guide future enhancements and manage risks and dependencies.

Skills

Strategic Thinking

Business Acumen

Data Analysis

Problem Solving

Decision-Making

Stakeholder Management

Influencing Others

Communication

Adaptability

Education

Bachelor’s degree

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Schwab Wealth Advisory Client and Offer Experience team shapes how clients engage with the advisory offer and how employees deliver it. The team connects client needs, field insights, business priorities, and data to create experiences that build trust, improve offer delivery, and support sustainable growth.

As a Senior Manager, you will advance the offer experience strategy and lead high-priority initiatives from opportunity identification through implementation and measurable results. You will define complex problems, evaluate insights and trade-offs, set priorities, and make recommendations that strengthen client and advisor outcomes.

Success requires strategic thinking, sound decision-making, and adaptability in a complex environment. You will collaborate across business, operations, marketing, and technology teams, influence senior stakeholders, manage risks and dependencies, and establish measures that guide future enhancements.

What you have

Required Qualifications

• Bachelor’s degree
• 5+ years of experience in offer experience, offer or product management, internal strategy, strategy consulting, or related discipline
• Experience in financial services, wealth management, or advisory solutions
• Experience leading complex, cross-functional initiatives and delivering measurable business results
• Applicants must be authorized to work in the United States now and in the future without employer sponsorship

Preferred Qualifications

• Ability to apply Strategic Thinking and Business Acumen to connect client needs, business objectives, competitive dynamics, growth opportunities and deliver measurable outcomes
• Ability to use Data Analysis, client feedback, and business insights to prioritize opportunities and evaluate outcomes
• Strong Problem Solving and Decision-Making skills, including the ability to assess trade-offs, risks, resources, and dependencies
• Experience using Stakeholder Management and Influencing Others to build alignment and drive progress across teams and organizational levels
• Strong Communication skills, including the ability to deliver clear, concise, executive-level narratives and recommendations
• Demonstrates Adaptability, curiosity, ownership, and continuous learning, with the ability to thrive in ambiguity and lead through change in an evolving environment

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance