Sr. Manager, Offer Management - Schwab Wealth Advisory
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.
Charles Schwab's Offer Management team is responsible for the strategic planning, business analysis, concept design and change management of our wealth management delivery professionals at Schwab. We work, think and approach problems differently than your traditional financial services firm, and we drive to change how Schwab operates and how the industry serves investors. We aim to serve a wide range of investors with premier wealth management solutions that are needs-based, modern, innovative, accessible, and value-oriented. In this role, you will be responsible for ensuring the progress of delivering a consistent wealth management experience comprised of people, process, and technology to serve clients with scale and consistency.
We are looking for a Sr. Manager, Offer Management in Schwab Wealth Advisory (SWA) to play a key role in supporting the development, governance, and implementation of investment solutions across Schwab Wealth Advisory. This individual will drive consistency across Schwab Wealth Advisory for investment management and portfolio construction and provide perspectives on new products and their use. This role requires a highly resourceful, self-driven individual with the ability to partner, execute, and lead through influence and collaboration across enterprise. The Sr. Manager role will report to the SWA Client Experience Offer Lead and work closely with enterprise business vertical leads to design and deliver a comprehensive and elegant client experience.
Key responsibilities include:
- Define and develop best-in-class experiences to support the delivery of our highly complex wealth and advice ecosystem.
- Support the offer management function in aligning investment strategies and portfolio construction across SWA clients.
- Evaluate new investment products and offers for consistency with the firm’s investment philosophy, platform design, and client needs.
- Partner with internal investment teams, risk, and compliance partners to create a structured, repeatable framework for onboarding new clients.
- Provide analytical and strategic support for evaluating new investment products and/or offers, including ETFs, SMAs, and alternatives.
- Support business case development and stakeholder alignment for the introduction of new offerings.
What you have
Required Qualifications:
- Bachelor’s degree required
- 5+ years of experience in wealth management, asset management, product management, or investment consulting
- Strong understanding of investment products (e.g., mutual funds, ETFs, SMAs, alternatives) and advisory platforms
Preferred Qualifications:
- MBA or CFA a plus
- Exceptional organizational and communication skills with a strong attention to detail and consistency
- Proven ability to manage cross-functional initiatives with multiple stakeholders
In addition to the salary range, 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 professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive 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 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:
- Bachelor’s degree required
- 5+ years of experience in wealth management, asset management, product management, or investment consulting
- Strong understanding of investment products (e.g., mutual funds, ETFs, SMAs, alternatives) and advisory platforms
Preferred Qualifications:
- MBA or CFA a plus
- Exceptional organizational and communication skills with a strong attention to detail and consistency
- Proven ability to manage cross-functional initiatives with multiple stakeholders
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.