Manager, Retail Generative Artificial Intelligence (GenAI)
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.
Schwab is uniquely positioned to derive competitive advantage from the use of generative artificial intelligence (“GenAI”) to enhance experiences for reps and clients. We envision a future where GenAI is woven into the fabric of how we do business, empowering our human talent and facilitating client interactions. Given the scale of this opportunity, the Retail business has stood up a Retail GenAI business function to coordinate GenAI efforts to maximize the value of our investments, support execution to drive efficient delivery of capabilities, and partner on change management efforts to drive engagement and adoption across the business.
This role will report to the Director of Retail GenAI and will be a part of Charles Schwab's Retail Strategy team which is the internal management consulting group for the Retail business. The Retail business is Schwab’s primary business unit with 13,000 employees worldwide. Our team of roughly 15 professionals serves as a trusted adviser to the head of the Retail business and the Retail Leadership Team and works on strategic and operational issues at the top of senior management's agenda.
Job summary:
We are seeking a Manager for the Retail GenAI business function. As a Manager, you will have the opportunity to:
Set Retail GenAI Strategy & Vision
- Conduct market and strategic analysis to identify GenAI opportunities.
- Define business goals and translate them into a clear product vision.
- Establish strategic priorities and roadmap, secure funding and resources.
- Align cross-functional teams on execution.
Drive Initiative Execution
- Design program structure and oversee implementation.
- Lead non-technical workstreams (e.g., marketing, legal, compliance).
- Support product and technical teams with strategic decision-making.
Lead Change Management
- Partner on rollout and adoption of GenAI applications.
- Collaborate with field enablement to realize productivity benefits.
What you are good at:
Strategic Problem Solving: Break down complex challenges into actionable strategies.
Analytical Decision Support: Identify key data, perform quantitative analysis, and inform decisions.
Executive Communication: Craft compelling narratives and presentations for senior leaders.
Program Leadership: Plan and execute large, complex initiatives with multiple stakeholders.
Adaptability & Learning: Thrive in dynamic environments and quickly master new topics.
What you have
Required Qualifications:
- 2+ years of work experience at a consulting firm focused on strategy-related projects within corporate environments.
- Bachelor’s degree.
- Strong analytical, communication, and presentation skills.
- Proficiency in PowerPoint and Excel.
- Personal and professional alignment with Schwab’s vision and values, with a strong interest in our business
- Passion for GenAI and the desire to learn and grow in this area.
Preferred Qualifications:
- Experience in financial services or technology.
- GenAI experience
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:
- 2+ years of work experience at a consulting firm focused on strategy-related projects within corporate environments.
- Bachelor’s degree.
- Strong analytical, communication, and presentation skills.
- Proficiency in PowerPoint and Excel.
- Personal and professional alignment with Schwab’s vision and values, with a strong interest in our business
- Passion for GenAI and the desire to learn and grow in this area.
Preferred Qualifications:
- Experience in financial services or technology.
- GenAI experience
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.