Wealth Advisory Offer Strategy Lead

Charles Schwab; Westlake (TX); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical after 5+

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Manager for the Schwab Wealth Advisory Offer Management team to shape investment solutions and client experiences. You will collaborate across risk, compliance, technology, and business leaders to evaluate offerings and drive scalable onboarding processes.

The role emphasizes governance, cross-functional partnership, and delivering a modern client experience while supporting career growth and development.

Qualifications

• Experience designing end-to-end wealth management solutions aligned with client needs and Schwab’s investment philosophy.
• Knowledge of discretionary wealth planning offerings and investment products.
• Ability to translate complex information into actionable recommendations for governance decisions.

Responsibilities

• Shape the future of wealth management by supporting development, governance, and implementation of investment solutions.
• Lead efforts to define best-in-class client experiences and scale investment solution delivery.
• Collaborate with wealth advisors, risk, compliance, technology, and operations to evaluate new offerings.

Skills

Client experience

Risk management

Change management

Strategic planning

Building collaborative relationships

Education

Bachelor’s degree

MBA or CFA designation

Job description

Charles Schwab is seeking a Senior Manager for the Schwab Wealth Advisory Offer Management team to shape investment solutions and client experiences. You will collaborate across risk, compliance, technology, and business leaders to evaluate offerings and drive scalable onboarding processes.

The role emphasizes governance, cross-functional partnership, and delivering a modern client experience while supporting career growth and development.