Welcome page Returning Candidate? Log in Sr Manager, Business Strategy Job Locations US-CO-Lone Tree | US-CA-San Francisco | US-IL-Chicago Requisition ID 2024-104114 Posted Date 6 hours ago(10/1/2024 11:39 PM) Category Data, Analytics, Business Insights & Strategy Salary Range USD $123400.00 - $185000.00 / Year Application deadline 10/7/2024 Position Type Full time Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

 

Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad range of investment products and solutions, to both retail and registered investment advisor (RIA) clients.

 

Within WAS, the Senior Manager of Business Strategy will be a part of the Investment Offers & Solutions (IOS) group’s cross-platform strategic initiatives team. IOS is responsible for managing our proprietary separately managed account offers as well as third-party product marketplaces, including mutual funds, ETFs, alternative investments, managed accounts, structured products, fixed income, annuities, insurance, and 529s. Our mission is to provide a positive experience for Schwab clients that invest in these products, while growing a key revenue stream for Schwab.

 

The Senior Manager of Business Strategy will be responsible for leading and supporting long-term strategy projects for the IOS group, conducting clear and consistent fact-based analysis to inform key business decisions. The role will collaborate closely with partners and stakeholders within WAS and across Schwab including Retail, Advisor Services, Schwab Asset Management, and corporate functions to align on recommendations that will support our clients and the growth of our business.

 

The Sr Manager, Business Strategy (individual contributor) will:

Lead and support key strategic projects in collaboration with IOS offer management leaders and the senior leadership team, including:Performing in-depth research such as competitive analyses, field and client interviews, and industry best practicesDesigning and analyzing options including market sizing, financial modeling, and regulatory and risk assessmentsSynthesizing complex information, analysis to form clear recommendationsDevelop compelling presentations to support the strategy process, deliver recommendations, and influence audiences at various levels across Schwab, including leadership in WAS and partner organizationsMonitor Schwab’s business results and plans, IOS results, and the industry to proactively surface potential opportunities and challenges we should addressSupport IOS organizational communication and team engagement efforts. What you have

Required Qualifications:

Minimum 3 years of business strategy experience, preferably in consulting or internal strategy group, and a minimum of 5+ years of total work experienceDemonstrated financial services acumen; understanding of wealth management market and investment products (e.g., mutual funds, ETFs, separately managed accounts)Demonstrated ability to analyze complex information and form a point of viewStrong written and verbal communication skills and executive presence ; ability to influence, create alignment across an organizationAbility to craft high-quality presentations to synthesize information and support a recommendation and/or visionHighly resourceful and adaptable with an action biasAbility to solve problems creatively and respectfully question legacy business processes

Preferred Qualifications:

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Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

 

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.   Application FAQs

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