Charles Schwab Senior Manager – Offer & Wealth Management Solutions in San Francisco, California


San Francisco - CA, BRCAS2, 211 Main Street, 94105

Brittany Steichen


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Offer & Wealth Management team within the Strategy & Offers Group is responsible for business strategy, offer design, product management and process improvement for Schwab’s retail solutions targeting clients nearing or in retirement. Our mandate is to design and optimize the combination of services, products, and tools to deliver an experience that exceeds clients’ expectations. To do this we work with partners and delivery organizations to ensure key processes / interactions are designed and executed smoothly.

The team seeks a Senior Manager to join the efforts in continuous improvement of Schwab’s retail solutions targeting clients nearing or in retirement. The Senior Manager is an individual contributor who reports to a Managing Director of the Offer & Wealth Management team.

What you’ll do:

  • Foster an in-depth understanding of the ways that Schwab serves our nearing and in-retirement clients, and the key ways in which Schwab can improve the delivery and quality of those services, products, and tools

  • Deliver data-driven insights, producing recommendations and business cases to support actionable strategic direction and business prioritization to drive improvements to the delivery and quality of advice

  • Execute on business strategy, leading and supporting projects with cross-functional partners, including channel organizations (branch network, service centers,, project management, marketing, operations, legal, and compliance

  • Identify success metrics and develop reporting to track progress against goals and present results, insights and recommendations to management

What you have:

  • Skill at operating at both strategic and tactical levels, including proven experience managing products or services and well as the implementation of projects with cross-functional teams

  • A client-centric focus – keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients

  • Superior analytical and problem-solving skills

  • Exceptional written and verbal communication skills, including ability to succinctly synthesize data, develop recommendations, create presentations and present to management

  • Comfort with ambiguity with an ability to learn quickly and thrive in a complex, dynamic environment

  • Demonstrable leadership skills in a team setting, with the ability to influence and build consensus with partners at all levels

  • Ability to manage multiple projects that vary in scope and complexity simultaneously

  • Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision

  • Financial Services industry experience is a plus but not required

  • Ideal candidate would have strategy consulting experience either in-house or in a consulting firm

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-2-5 yrs, Analyst/Strategy-6+ yrs, Investment Management - 2-5 yrs, Financial Services-2-5 yrs

Position Located In: CA - San Francisco

Education: MA/MS/MBA

Job Type: Full Time

Category:Business Strategy

Activation Date: Tuesday, March 13, 2018

Expiration Date: Tuesday, May 1, 2018

Apply Here