Sr. Manager, Business Strategy
Your Opportunity
Your opportunity
At Schwab, you are 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.
Role Overview
The Business Strategy team within Schwab’s Client Service & Support organization enables leaders across the service organization to explore and set strategy, prioritize our investments, understand the perspective of our clients, and tell our strategic story along the way. As a Strategy Senior Manager, you will contribute to and lead strategic projects and programs across a range of high-stakes strategic results for the service organization. You will work across the CS&S organization alongside senior leaders and a hardworking team of strategy and industry veterans who are defining the Schwab of the future.
Responsibilities
- Provide thought leadership and drive effective decision making, prioritization, and alignment across the organization.
- Break down complex operational and client-facing challenges into structured workstreams and clear hypotheses.
- Conduct root cause analysis, develop solution frameworks, and articulate tradeoffs.
- Partner with leaders across service delivery, operations support, technology, digital, risk, workforce, and transformation teams.
- Build consensus around solution direction through influence, insight, and data.
- Manage strategic initiatives from ideation through execution planning.
- Create project workplans, align timelines, and ensure milestones and communication are met.
- Apply data fluency and insight development to identify and command data into clear business-relevant insights.
- Conduct structured interviews and meetings, analyze service delivery and financial data, and develop compelling recommendations.
- Lead executive level communication and influence cross-functional stakeholders through distillation and synthesis of data to tell a clear and compelling narrative for multiple audiences.
- Develop implementation roadmaps, align cross-functional owners, and transition work to delivery teams effectively.
- Contribute to the broader strategy team by identifying and sharing reusable models, templates, and analytical approaches.
What you have
Required:
- Bachelor’s degree in business or quantitative field such as Finance, Economics, Math, Statistics, Engineering preferred.
- 5+ years of experience within management consulting, corporate strategy, strategic operations, or internal strategy teams.
- Proven ability to independently lead and deliver strategic initiatives including data-driven problem solving and stakeholder socialization.
- Demonstrated success supporting delivery for concurrent projects.
- Confidence dealing with ambiguity in a dynamic and fast-paced work environment.
- Personally and professionally aligned with Schwab's vision and values, and a strong interest in financial services.
Preferred Qualifications:
- Strong consulting-style capabilities: structured thinking, hypothesis-driven problem solving, and presentation development.
- Superior analytical skills, research driven, and attention to detail.
- Experience driving initiatives that cross organizational boundaries.
- Ability to structure complex business problems and validate hypotheses through analysis.
- Strong working knowledge of frontline functions, client experience, or service delivery metrics.
- Exceptional communication and influence skills for multiple audiences.
- Comfort with ambiguity and change in dynamic environments.
- Self-motivated and driven, with a relentless pursuit to follow through from start to execution.
- Strong team-oriented mindset, able to focus on team-goals and contribute to a peer-support team model.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- Base salary + annual bonus
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
In addition to the salary range, this role is 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:
- Bachelor’s degree in business or quantitative field such as Finance, Economics, Math, Statistics, Engineering preferred.
- 5+ years of experience within management consulting, corporate strategy, strategic operations, or internal strategy teams.
- Proven ability to independently lead and deliver strategic initiatives including data-driven problem solving and stakeholder socialization.
- Demonstrated success supporting delivery for concurrent projects.
- Confidence dealing with ambiguity in a dynamic and fast-paced work environment.
- Personally and professionally aligned with Schwab's vision and values, and a strong interest in financial services.
Preferred Qualifications:
- Strong consulting-style capabilities: structured thinking, hypothesis-driven problem solving, and presentation development.
- Superior analytical skills, research driven, and attention to detail.
- Experience driving initiatives that cross organizational boundaries.
- Ability to structure complex business problems and validate hypotheses through analysis.
- Strong working knowledge of frontline functions, client experience, or service delivery metrics.
- Exceptional communication and influence skills for multiple audiences.
- Comfort with ambiguity and change in dynamic environments.
- Self-motivated and driven, with a relentless pursuit to follow through from start to execution.
- Strong team-oriented mindset, able to focus on team-goals and contribute to a peer-support team model.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- Base salary + annual bonus
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
In addition to the salary range, this role is 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.