Sr. Manager, Offer Management, Schwab Wealth Advisory

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

Your opportunity

At Schwab, you’ll have the opportunity to make a meaningful impact while helping transform the financial services industry through innovative, client-centric solutions built on integrity, collaboration, and excellence. As a Senior Manager on the Schwab Wealth Advisory (SWA) Offer Management team, you will help shape the future of wealth management by supporting the development, governance, and implementation of investment solutions that deliver a consistent, scalable, and modern client experience.

The Offer Management team serves as a strategic partner across the business, driving strategic planning, business analysis, concept design, and change management initiatives that enhance how Schwab serves investors. In this role, you will work closely with wealth advisors, risk, compliance, technology, operations, and business leaders to evaluate new investment offerings, align investment approaches, and ensure solutions support client needs, investment philosophy, and business objectives. You will lead efforts to define best-in-class client experiences, support Offer Management initiatives across Schwab Wealth Advisory, evaluate new investment products, and develop scalable frameworks that improve onboarding and investment solution delivery.

This role offers the opportunity to contribute to meaningful work that helps investors achieve their financial goals while growing your own career. Consistent with Schwab’s commitment to learning, development, and career growth, you will work in a collaborative environment that values continuous skill building, encourages innovation, and empowers employees to own their future while making a difference for clients, colleagues, and the communities we serve.

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 locations.

What you have

Required Qualifications (skills Assessed During The Interview)

• Client Experience – Leverages deep expertise in discretionary wealth planning offerings, along with experience in wealth management, asset management, investment consulting, and product management, to design and enhance end-to-end wealth management solutions that align with client needs, Schwab’s investment philosophy, and service model. This skill enables the delivery of consistent, scalable client experiences by guiding the evolution of advisory solutions, evaluating investment offerings, and ensuring discretionary planning strategies support clients' long-term financial goals.
• Risk Management – Applies knowledge of investment products, including mutual funds, ETFs, SMAs, and alternative investments, to evaluate new offerings and solution frameworks in partnership with risk and compliance teams. This skill helps ensure investment solutions balance client outcomes, regulatory expectations, and prudent risk controls.
• Change Management – Supports the implementation and adoption of new investment offerings by helping stakeholders understand, embrace, and execute strategic changes across the enterprise. This skill enables smooth transitions from concept to execution while maintaining consistency for clients and business partners.
• Strategic Planning – Uses the ability to evaluate complex information and translate insights into recommendations that support business objectives, client outcomes, and investment governance decisions. This skill drives business case development, prioritization of opportunities, and long-term solution strategy across Schwab Wealth Advisory.
• Building Collaborative Relationships – Develops trusted partnerships with leaders and stakeholders across investment, risk, compliance, and business teams to achieve shared objectives. This skill enables alignment, influence, and effective decision-making across complex cross-functional initiatives.

Additional Requirements

• Bachelor’s degree.

Preferred Qualifications

• MBA or CFA designation.

In addition to the salary range, this role is also 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