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 locations (Westlake, Orlando, Austin, or Phoenix).

The Offer Management Senior Manager helps own and execute the vision for Digital Wealth Solutionsin expanding access to financial planning for all. You will be responsible for building, managing, and evolving representative and client experiences in financial planning and other specialty wealth services. This work spans the entire lifecycle of experience design from identifying client needs and shepherding risk reviews, to driving development and launchto market in collaboration with product owners.

 The Senior Manager will work closely with and report to the Director for Financial Planning. 

You will be responsible for owning and progressing the financial planning offering including the end-to-end design, development, and launch of new features and programs (especially as they relate to AI). The candidate will have strong collaboration skills and executive presence to effectively build trust and communicate with partners in risk & governance, product, field enablement, and more. You will love this job if you are a natural problem solver and relationship builderwith an innovation mindset.

As the Senior Manager for Offer Management, you will:

Harness Generative AI to power financial planning experiences andexpandaccess to insights for clients and prospectsDesign and manage go-to-market and implementation plans for financial planning and other key wealth management experiencesHave a client-first mindset, becoming an expert in the needs, expectations, and pain points of clients and advisorsIdentify and navigate issues and gaps in the client & representative experience, program design, and deliveryFacilitate meetings and working sessions to drive efficient issue identification, creative problem solving, and effective decision-making across partner teams and with team leadersDevelop and deliver clear, compelling presentations for senior leadership that will be used to influence the strategic direction of key experiencesQuickly build credibility and trust to cultivate and nurture strong partnerships with cross-enterprise business partners, stakeholders, executives, vendor contacts, and client-facing representatives. 

What you have

Required Qualifications

BA/BS degree requiredA passion for understanding how AI can serve the financial planning needs of clientsStrong problem solving, project management, and program management skillsStrong ability to shepherd efforts through the full spectrum of risk/legal/compliance/supervision forums (fromthe weekly riskproject team to the New Products & Services RiskOversight Committee)Strong strategic mindset with the ability to visualize program design & delivery holistically across multiple time horizonsExceptional communication, relationship management, and influencing skills; strong emotional intelligence and executive presence. Thrives on building strong authentic relationships on the team and across the organizationExperience in gathering data and synthesizing insights to understand client needs, and use these insights to inform design and positioning of financial planning products and servicesExcellent presentation skills and demonstrated success in a collaborative environmentExceptional organization skills and the ability to keep self and others informed of and prepared for key milestones on offer roadmaps

Preferred Qualifications 

Expertise in financial planning topics preferredCFP preferred

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 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