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.

The Strategic Management organization is part of Schwab’s broader Strategy & Innovation enterprise and focuses on supporting the design and delivery of critical Schwab-wide initiatives. Currently, the organization is tasked with supporting various cross-enterprise initiatives, including the Scale & Efficiency program (a five-year program representing one of Schwab’s four strategic pillars) and the continual investment portfolio planning process to allocate discretionary technology spend, requiring extensive and granular coordination across the firm. 

The Manager role will be responsible for supporting the continual investment portfolio planning process, which is the cross-enterprise effort of translating our corporate strategic priorities into meaningful internal technology and business investments. This effort is among the most critical at Schwab, ensuring ongoing execution of a scaled technology and business planning process to meet client needs and deliver against our strategic goals. This role requires a broad ability to work a broad set of stakeholders spanning all levels of the organization, consolidate data across various sources and perform data-driven analysis, distill complex information into succinct executive level material, and manage change across various levels of stakeholder across Schwab planning organizations.   

What you will do:  Develop change management strategy and plan to executeSupport the various quarterly planning forums being established to deliver a rolling planning process, including our quarterly Executive Council reviewsOrganize and synthesize large quantities of information to generate insights through both quantitative and qualitative analysisDevelop high-impact presentations and email communicationDevelop a robust understanding of both enterprise and technology priorities and constraints, to help bridge and translate considerations across stakeholdersCollaborate closely with our Corporate Strategy team to lead our firm-wide annual strategic planning cycleDevelop relationships with stakeholders across the firm and cultivate the team’s linkages with financial planning, strategic priorities, and the broader enterprise strategy as well as technology communities at SchwabIn all aspects of the role, exercise professionalism and integrity in communications and actions, as well as prudent judgment in the handling of confidential strategic, financial, and other sensitive informationWhat you will gain:High visibility, working to support the CEO and Executive Council on various deliverablesOpportunity to work with executives across the organization on key investments decisions we make Develop credibility and rapport with technology and business partners as you learn about Schwab’s clients and businesses and develop a deeper understanding of key business investmentsBirds eye view on how large organizations manage strategic planning and investment management

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site four days per week in the specified locations.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

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:

Minimum of 3 years of business strategy-related experience in a mix of consulting and internal strategy groups, and a minimum of 5 years of total work experience with experience in technology / product managementTop notch analytical and conceptual problem-solving skills, to understand the questions and work and evaluate level of impact and dependencyExpert in MS Excel, MS PowerPoint, wordExperience with change management, strategic planning, and program management Superior communication skills, both written and verbal, with demonstrated ability developing materials for C-suite executivesHighly detailed oriented, organized, and comfortable dealing with ambiguity in a dynamic and fast-moving work environmentExperience supporting running large programs, including oversight of complex initiatives spanning multiple groups and large organizations, across both business and technology initiativesAcumen in brokerage, wealth management, individual banking, as well as in technology development and planningBachelor’s degree

Preferred Qualifications:

Direct technology experience, including supporting technology transformation projectsPrior experience in financial services Experience architecting large enterprises program offices from the top downCuriosity & passion for research, industry trends, strategy development, technology, etc.Thrives on initiating, building, and cultivating strong authentic relationships inside and outside the groupMaster’s degree
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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job