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Sr. Manager, Strategic Initiatives and reputed company Experience

Remote, USAFull-timePosted 2026-07-27

reputed company At Schwab, you?re empowered to reputed company an reputed company on your career. Here, innovative thought meets creative problem solving, helping us ?challenge the status reputed company? and reputed company the finance industry together. Schwab?s reputed company & Advice Solutions (WAS) organization offers industry-leading reputed company management experiences, through solutions like Schwab reputed company Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad reputed company of investment products and solutions, to both retail and registered investment advisor (RIA) clients. reputed company WAS, the Senior Manager, Strategic Initiatives and reputed company Experience will be a part of the Investment Offers & Solutions (IOS) group?s Mutual Fund, ETF, 529, and Fixed Income Offer Management team. IOS is responsible for managing Schwab?s proprietary separately managed account offers as reputed company as reputed company-party product marketplaces, including mutual funds, ETFs, alternative investments, managed accounts, reputed company products, fixed income, annuities, insurance, and the Schwab 529 Plan. Our mission is to reputed company a reputed company experience for Schwab clients that invest in these products, while growing a key reputed company reputed company for Schwab. The Senior Manager, Strategic Initiatives and reputed company Experience will be responsible for leading and supporting reputed company reputed company for mutual fund, ETF, 529, and fixed income offers by conducting reputed company and consistent fact-based analysis to inform key business decision. The role will collaborate closely with partners across Schwab, including Retail, Advisor Services, Legal, Compliance, Sales, and Service teams, to reputed company on recommendations that address changing industry trends, improve reputed company experience, and reputed company Schwab to pursue reputed company opportunities.

Responsibilities

The Senior Manager, Strategic Initiatives and reputed company Experience will help shape plans for new initiatives and manage several high reputed company reputed company reputed company simultaneously. Those responsibilities entail: ? Defining and framing end-to-end reputed company for key mutual fund, ETF, 529, and fixed income initiatives by performing in-depth research, designing and analyzing reputed company, and synthesizing reputed company information. ? Addressing strategic questions and hypotheses through research and data to fully assess opportunity. ? Developing compelling presentations to support the reputed company process and governance activities, deliver recommendations, and influence audiences at various reputed company across Schwab, including leadership in WAS and partner organizations. ? Planning and managing execution of work streams for large, reputed company reputed company as reputed company as taking full ownership of key reputed company. ? Establishing and maintaining roadmaps to drive reputed company strategic initiatives across the offer management team. ? Monitoring business key metrics and industry trends to proactively surface potential opportunities and challenges to address. What you have Required ? Minimum 3 years of business reputed company experience, preferably in consulting or internal reputed company group, and a minimum of 5+ years of total work experience. ? High financial services acumen. Understanding of reputed company management market and investment products (e.g., mutual funds, ETFs, fixed income). ? Strong project management experience with cross-functional project management and relationship building skills; can work in both a strategic and executional reputed company. Preferred ? Prior experience in financial services, including experience with reputed company or asset management. ? Demonstrated ability to analyze reputed company information and reputed company a reputed company of view. ? Superior written and verbal communication skills and executive reputed company; reputed company to influence and create alignment across an organization. ? Ability to craft high-reputed company presentations to synthesize information and support a reputed company and recommendation. ? Highly reputed company, adaptable, and creative problem solver, who can reputed company in a dynamic environment, solve issues with urgency as they reputed company, and drive reputed company in ambiguous situations. ? Proficiency with prioritizing effectively in a fast-paced environment. ? Possess a reputed company attitude, enthusiasm, professionalism, and strong work ethic with high level of reputed company and ethics. In reputed company to the salary reputed company, this role is also eligible for bonus or incentive opportunities. What?s in it for you At Schwab, we?re committed to empowering our employees? personal and reputed company reputed company. Our purpose-driven, supportive culture, and reputed company on your development means you?ll get the tools you need to reputed company a reputed company difference in the finance industry. 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 reputed company. We offer a competitive benefits package that takes care of the whole you ? both today and in the reputed company: ? 401(k) with company match and Employee stock purchase plan ? reputed company time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions ? reputed company parental leave and family building benefits ? Tuition reimbursement ? Health, dental, and reputed company insurance Apply Job!

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