Manager, Technology & Business Strategy
Your Opportunity
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Schwab Technology Services enables the future of how clients manage their money by delivering innovative, scalable, and reliable technology solutions that advance Schwab’s mission of democratizing access to investing and financial planning.
As a Manager, Technology & Business Strategy, you will help shape the strategic direction of a large-scale technology organization by partnering with leaders across technology and business teams to solve complex challenges, identify growth opportunities, and influence enterprise priorities.
In this role, you will lead critical workstreams that support strategy development, operating model evolution, and technology transformation initiatives. Using analytical thinking, research, and data-driven insights, you will evaluate emerging trends, assess business and technology opportunities, and translate complex information into actionable recommendations for senior leaders. Your work will directly influence decisions related to Agile and DevOps practices, cloud and digital platforms, technology investment priorities, and organizational effectiveness.
You will join a collaborative and forward-thinking team that values curiosity, creativity, and continuous learning. Success in this role requires the ability to navigate ambiguity, build trusted relationships across stakeholders, communicate complex ideas with clarity, and drive meaningful outcomes in a fast-paced environment. This is an opportunity to make a visible impact while expanding your strategic, technology, and leadership capabilities.
What you have
Required Qualifications:
- 3+ years of experience in management consulting, technology strategy, corporate strategy, business transformation, or a related strategic role.
- Demonstrated ability to perform quantitative and qualitative analysis to solve complex business and technology challenges and develop actionable recommendations.
- Experience conducting research, analyzing data, gathering stakeholder input, and synthesizing findings into executive-level insights and presentations.
- Proven ability to manage or lead workstreams across multiple projects while balancing competing priorities and deadlines.
- Strong written, verbal, and presentation communication skills, including the ability to communicate complex concepts to diverse audiences.
- Demonstrated analytical thinking, problem-solving, and decision-making skills in situations involving ambiguity or incomplete information.
- Ability to build collaborative relationships and work effectively across cross-functional teams and stakeholders.
Preferred Qualifications:
- 5+ years of experience in a top-tier consulting firm or internal strategy organization supporting enterprise-scale initiatives.
- Experience within financial services, technology organizations, or highly regulated environments.
- Knowledge of technology strategy, Agile methodologies, DevOps practices, digital platforms, cloud technologies, Artificial Intelligence and technology operating models.
- Exposure to cybersecurity, data strategy, data governance, or enterprise data initiatives.
- Experience developing business cases, evaluating investment opportunities, and supporting strategic planning processes.
- Strong executive presence with the ability to influence and engage senior leaders.
- Demonstrated initiative, adaptability, and results orientation when leading projects through changing priorities and evolving business needs.
- Advanced storytelling and presentation development skills using PowerPoint and executive communication frameworks.
- Bachelor’s degree in Business, Technology, Engineering, Finance, Economics, or a related field.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Required Qualifications:
- 3+ years of experience in management consulting, technology strategy, corporate strategy, business transformation, or a related strategic role.
- Demonstrated ability to perform quantitative and qualitative analysis to solve complex business and technology challenges and develop actionable recommendations.
- Experience conducting research, analyzing data, gathering stakeholder input, and synthesizing findings into executive-level insights and presentations.
- Proven ability to manage or lead workstreams across multiple projects while balancing competing priorities and deadlines.
- Strong written, verbal, and presentation communication skills, including the ability to communicate complex concepts to diverse audiences.
- Demonstrated analytical thinking, problem-solving, and decision-making skills in situations involving ambiguity or incomplete information.
- Ability to build collaborative relationships and work effectively across cross-functional teams and stakeholders.
Preferred Qualifications:
- 5+ years of experience in a top-tier consulting firm or internal strategy organization supporting enterprise-scale initiatives.
- Experience within financial services, technology organizations, or highly regulated environments.
- Knowledge of technology strategy, Agile methodologies, DevOps practices, digital platforms, cloud technologies, Artificial Intelligence and technology operating models.
- Exposure to cybersecurity, data strategy, data governance, or enterprise data initiatives.
- Experience developing business cases, evaluating investment opportunities, and supporting strategic planning processes.
- Strong executive presence with the ability to influence and engage senior leaders.
- Demonstrated initiative, adaptability, and results orientation when leading projects through changing priorities and evolving business needs.
- Advanced storytelling and presentation development skills using PowerPoint and executive communication frameworks.
- Bachelor’s degree in Business, Technology, Engineering, Finance, Economics, or a related field.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.