Senior Offer Manager Retirement Investment Products
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.
Applicants must be authorized to work in the United States on a full-time basis without employer sponsorship, now or in the future.
We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.
Charles Schwab Workplace Services is seeking a strategic and experienced product and offer management leader to help shape the future of retirement investment solutions for plan sponsors and participants. This role will lead the evaluation, development, and management of investment-related products and strategic initiatives across the retirement platform, including retirement income solutions, stable value funds, collective investment trusts (CITs), alternative investments, and other emerging opportunities.
The successful candidate will serve as a product strategist, business owner, and subject matter expert who can navigate complex regulatory, operational, technology, and vendor ecosystems. This individual will partner closely with Investment Management, Sales, Service, Operations, Digital, Technology, Legal, Compliance, and external providers to define product vision, evaluate market opportunities, and deliver solutions that improve client outcomes while advancing Schwab's Workplace business objectives.
Primary Responsibilities
- Lead strategic assessment, product development, and lifecycle management for retirement investment products and related Workplace offerings.
- Evaluate emerging market trends, competitor capabilities, regulatory developments, and client needs to identify new growth opportunities.
- Develop business cases, product definitions, and executive recommendations for new investment solutions, including retirement income, stable value, alternative investments, and future innovation initiatives.
- Serve as a product owner and subject matter expert for assigned offerings, ensuring operational readiness, risk management, and ongoing product optimization.
- Partner with internal stakeholders to define product requirements and coordinate delivery across Digital, Technology, Operations, Legal, Compliance, and Service teams.
- Manage strategic relationships with external providers, recordkeepers, asset managers, middleware firms, and other partners.
- Support enterprise governance processes, executive presentations, and leadership decision-making through data-driven analysis and recommendations.
- Monitor product performance and identify opportunities to improve adoption, client satisfaction, operational efficiency, and business results.
- Act as a trusted advisor and thought leader within Workplace Services on retirement product trends.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- 7+ years of product management, retirement industry, wealth management, investment products, or financial services experience.
- Strong analytical, strategic thinking, and business case development capabilities.
- Demonstrated experience leading complex cross-functional initiatives.
- Excellent written and verbal communication skills, including experience presenting to senior leadership.
Preferred Qualifications:
- Direct experience with retirement plans, recordkeeping platforms, retirement income products, managed accounts, stable value funds, CITs, or alternative investments.
- Working knowledge of ERISA, retirement plan operations, fiduciary considerations, and regulatory frameworks.
- Experience working with third-party providers, asset managers, and fintech partnerships.
- Familiarity with product development methodologies, governance processes, and implementation planning.
In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.
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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
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- 7+ years of product management, retirement industry, wealth management, investment products, or financial services experience.
- Strong analytical, strategic thinking, and business case development capabilities.
- Demonstrated experience leading complex cross-functional initiatives.
- Excellent written and verbal communication skills, including experience presenting to senior leadership.
Preferred Qualifications:
- Direct experience with retirement plans, recordkeeping platforms, retirement income products, managed accounts, stable value funds, CITs, or alternative investments.
- Working knowledge of ERISA, retirement plan operations, fiduciary considerations, and regulatory frameworks.
- Experience working with third-party providers, asset managers, and fintech partnerships.
- Familiarity with product development methodologies, governance processes, and implementation planning.
In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.
#workplacejobs
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.