Manager, Retail 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).
Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.
Charles Schwab's Retail Strategy & Planning is the internal management consulting group for the Retail business, which is the primary business unit at Schwab and has 13,000 employees worldwide. Retail Strategy & Planning 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. Our team of roughly 15 professionals is a premier pipeline for diverse and high potential talent, and alumni include senior leaders across the entire firm.
Retail Strategy & Planning serves two primary functions: 1) assisting with strategic decisions for the Retail Leadership Team, and 2) supporting the operational and business planning needs of the Retail Leadership Team.
This opening is for the Retail Strategy function. Typical projects include growth strategy, market assessment and entry evaluation, M&A and divestiture strategy, and operating model / organizational design.
Job Summary:
We are seeking a Manager, Retail Strategy (individual contributor) who will help shape plans for new initiatives and manage high priority strategy projects. As a Manager, you will have the opportunity to:
- Influence key strategic decisions that shape the direction of the company
- Define impactful business strategies for Schwab’s Retail business
- Support the execution of work streams for large, complex projects
- Work alongside dynamic, motivated, and intellectually curious colleagues from top consulting firms and leading undergraduate and MBA programs
- Build relationships with a wide range of business partners, develop a deep understanding of the Retail business, and uniquely position yourself as an invaluable subject matter authority
- Regularly present strategic insights and recommendations to the firm's senior leadership
- Position yourself for an impactful career at Schwab
What you have
Required Qualifications:
- 1-2 years of full-time work experience with a top-tier consulting firm, financial services firm, strategy group at a large organization, or investment bank
- Excellent communication skills, both written and verbal
- Ability to craft executive presentations for internal and external audiences that articulate our vision, strategy and progress
- Demonstrated ability developing relevant business stories to communicate business strategies and recommendations
- Experience creating and maintaining perspective on strategic implications of key developments in the external environment, industry trends, and competitor actions
- Strategic thinking with strong business judgment and analytical skills
- Ability to develop and share a point of view, and create alignment across all levels of the enterprise
- Financial modeling skills and knowledge of financial/valuation concepts
- High attention to detail, sense of urgency, and proactiveness
- Proficiency with PowerPoint and Excel
Preferred Qualifications:
- Demonstrated interpersonal skills, and ability to operate in cross-functional teams
- Comfort in a dynamic and fast-paced work environment
- Personally and professionally aligned with Schwab’s vision and values, and a deep interest in financial services
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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:
- 1-2 years of full-time work experience with a top-tier consulting firm, financial services firm, strategy group at a large organization, or investment bank
- Excellent communication skills, both written and verbal
- Ability to craft executive presentations for internal and external audiences that articulate our vision, strategy and progress
- Demonstrated ability developing relevant business stories to communicate business strategies and recommendations
- Experience creating and maintaining perspective on strategic implications of key developments in the external environment, industry trends, and competitor actions
- Strategic thinking with strong business judgment and analytical skills
- Ability to develop and share a point of view, and create alignment across all levels of the enterprise
- Financial modeling skills and knowledge of financial/valuation concepts
- High attention to detail, sense of urgency, and proactiveness
- Proficiency with PowerPoint and Excel
Preferred Qualifications:
- Demonstrated interpersonal skills, and ability to operate in cross-functional teams
- Comfort in a dynamic and fast-paced work environment
- Personally and professionally aligned with Schwab’s vision and values, and a deep interest in financial services
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.