Strategic Lead, Wealth Advisory Offer Experience

Charles Schwab; Lone Tree (CO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

28-day sabbatical after every 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

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 identification through implementation, defining complex problems, evaluating insights, setting priorities, and delivering measurable results.

You will collaborate across business, operations, marketing, and technology, influence senior stakeholders, manage risks, and establish measures to guide future enhancements.

Qualifications

• 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.

Responsibilities

• Define the offer experience strategy and lead high-priority initiatives from opportunity identification through implementation.
• Collaborate with business, operations, marketing, and technology teams to align client needs with priorities.
• Influence senior stakeholders, manage risks and dependencies, and establish metrics to guide future enhancements.

Skills

Offer experience

Product management

Strategy development

Cross-functional leadership

Data-driven decision making

Education

Bachelor’s degree

Job description

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 identification through implementation, defining complex problems, evaluating insights, setting priorities, and delivering measurable results.

You will collaborate across business, operations, marketing, and technology, influence senior stakeholders, manage risks, and establish measures to guide future enhancements.