Sr. Manager, Offer Management

Charles Schwab; Orlando (FL); On-site; USD 140,000 - 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+

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Orlando is seeking a Senior Manager to shape how Digital Wealth Advisory evaluates and advances new capabilities, including AI-enabled features. You will operate at the intersection of business strategy, product, technology, governance, and external partners to turn opportunities into actionable paths forward.

You will bring structure to ambiguity by defining evaluation criteria, framing opportunities, and translating complex inputs into recommendations that support sound

Qualifications

• 8+ years of progressive experience in wealth management, wealth technology, or related financial services.
• 6+ years of experience in offer management, product strategy, digital strategy, or digital capability development within complex, matrixed organizations.
• Demonstrated ability to evaluate business, client, and advisor needs and translate them into strategic opportunities and prioritized initiatives.
• Strong understanding of the wealth technology landscape, including emerging AI trends, external partner ecosystems, and competitive dynamics.
• Experience using data, market insights, and business inputs to support decision-making, opportunity assessment, and roadmap direction.
• Proven ability to influence senior leaders and drive alignment across business, technology, risk, and governance partners.
• Demonstrated experience navigating governance, compliance, and regulatory considerations in a financial services environment.
• Strong written and verbal communication skills, with the ability to simplify complex topics and create clarity across diverse stakeholder groups.
• Proven success leading cross-functional initiatives in fast-paced, evolving environments with ownership and accountability.
• Experience building business cases, executive materials, or strategic recommendations that support enterprise decision-making.
• Experience with vendor intake, external partner assessments, or partnership management.

Responsibilities

• Shape how Digital Wealth Advisory evaluates, prioritizes, and advances new capabilities, including AI-enabled features.
• Define evaluation criteria, frame opportunities, and translate inputs into recommendations for senior leaders.
• Lead cross-functional initiatives, build momentum, and align stakeholders to maximize client, business, and enterprise value.

Skills

Wealth management

Offer management

Product strategy

Digital strategy

Stakeholder management

Data-informed decisions

Communication

Governance & compliance

Executive presence

AI awareness

Job description

Your opportunity
At Schwab, you9re 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).
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
As a Senior Manager on the Digital Wealth Advisory Offer Management team, you will help shape how Schwab evaluates, prioritizes, and advances new capabilities that enhance the digital wealth advisory experience for clients and advisors. In this highly strategic role, you will operate at the intersection of business strategy, product, technology, governance, and external partners to turn emerging opportunities—including AI-enabled capabilities—into clear, actionable paths forward. Your work will influence which opportunities move ahead, how they are assessed, and how leaders align around the initiatives with the greatest client, business, and enterprise value.
You will bring structure to ambiguity by defining evaluation criteria, framing opportunities, and translating complex inputs into recommendations that support sound decision-making. Success in this role requires strong judgment, adaptability, and the ability to build momentum across a broad group of stakeholders while reducing duplication, strengthening partnerships, and improving how Digital Wealth Advisory brings innovation to market. If you are energized by meaningful work, strategic problem-solving, and collaborative leadership in a fast-evolving environment, this is an opportunity to make a measurable impact.
What you have
Required Qualifications

• 8+ years of progressive experience in wealth management, wealth technology, or a related financial services environment
• 6+ years of experience in offer management, product strategy, digital strategy, or digital capability development within complex, matrixed organizations
• Demonstrated ability to evaluate business, client, and advisor needs and translate them into strategic opportunities, structured recommendations, and prioritized initiatives
• Strong understanding of the wealth technology landscape, including emerging AI trends, external partner ecosystems, and competitive dynamics
• Experience using data, market insights, and business inputs to support decision-making, opportunity assessment, and roadmap direction
• Proven ability to influence senior leaders and drive alignment across business, technology, risk, and governance partners
• Demonstrated experience navigating governance, compliance, and regulatory considerations in a financial services environment
• Strong written and verbal communication skills, with the ability to simplify complex topics and create clarity across diverse stakeholder groups with the ability to challenge and influence senior leaders
• Proven success leading cross-functional initiatives in fast-paced, evolving environments with a high level of ownership and accountability
• Experience building business cases, executive materials, or strategic recommendations that support enterprise decision-making
• Experience with vendor intake, external partner assessments, or partnership management
  

Preferred Qualifications

• Experience evaluating AI, Generative AI, or digital innovation capabilities within financial services
• Strong candidates will also have experience balancing innovation velocity with governance rigor while advancing client-centric outcomes
• Ability to assess operational feasibility, scalability, and long-term business impact when shaping new opportunities
• Demonstrated strength in collaboration, adaptability, and problem solving across multiple priorities and stakeholder groups
• Experience influencing broader transformation, modernization, or enterprise strategy initiatives
• Familiarity with product roadmaps, innovation forums, or structured evaluation processes that improve consistency and execution quality
• Experience designing and facilitating executive forums, innovation showcases, or leadership reviews that translate innovation into strategic decisions
  

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

What9s in it for you

At Schwab, you9re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration10so 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 14 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