Strategic Lead, Digital Wealth Offer Management

Charles Schwab; Austin (TX); On-site; USD 150,000 - 190,000; Full time

Job summary

Charles Schwab is seeking a Senior Manager on the Digital Wealth Advisory Offer Management team in Austin, TX. You will shape how Schwab evaluates opportunities, prioritize initiatives, and drive AI-enabled capabilities into practical roadmaps, partnering with business, product, technology, risk, and external partners.

You will bring structure to ambiguity, define evaluation criteria, translate inputs into actionable recommendations, and influence senior leaders across a broad set of

Qualifications

• 8+ years in wealth management or related financial services.
• 6+ years in offer management, product strategy, digital strategy, or digital capability development.
• 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.

Responsibilities

• Shape evaluation criteria and prioritize opportunities for Digital Wealth Advisory.
• Translate insights into structured recommendations and roadmaps.
• Lead cross-functional initiatives with business, product, technology, and risk partners.
• Influence senior leaders and drive enterprise-aligned decisions in a fast-moving environment.

Skills

Wealth management

Product strategy

Digital strategy

Stakeholder management

Executive communication

Governance

Vendor management

Data-driven decision making

Job description

Charles Schwab is seeking a Senior Manager on the Digital Wealth Advisory Offer Management team in Austin, TX. You will shape how Schwab evaluates opportunities, prioritize initiatives, and drive AI-enabled capabilities into practical roadmaps, partnering with business, product, technology, risk, and external partners.

You will bring structure to ambiguity, define evaluation criteria, translate inputs into actionable recommendations, and influence senior leaders across a broad set of