Charles Schwab · 2 weeks ago
Senior Business & Product Strategist- Workplace Services Education
US-TX-Westlake
Full-time
Onsite
Senior Level, Lead/Staff
$135K/yr - $155K/yr
10+ years expCharles Schwab is seeking a Senior Business & Product Strategist for Insights and Education to shape the strategic direction of their digital education experiences for Workplace Services. This role involves developing education strategies, conducting market assessments, and leading cross-functional teams to enhance financial literacy and engagement with Schwab’s workplace offerings.
Financial Services
Responsibilities
Develop education strategies that align participant needs, market insights, and Schwab’s workplace services goals
Partner with Workplace Services, Marketing, UX, and Technology to shape digital education experiences (e.g., retirement planning tools, learning modules, content strategy)
Translate complex retirement and financial concepts into clear strategic frameworks for digital engagement
Define target audiences, value propositions, and participant journeys for education initiatives
Conduct competitive assessments and trend analyses in financial education and workplace benefits
Identify gaps in Schwab’s current education offerings and recommend strategic enhancements
Provide leadership with insights that guide investment decisions and prioritization
Serve as the strategic connector between Workplace Services, Marketing, UX, and Technology
Lead strategic workshops and alignment sessions focused on participant education
Develop strategic briefs and customer insights that guide execution teams (content creators, designers, engineers)
Create integrated go-to-market strategies for new education tools and experiences
Recommend high-level product requirements, experience opportunities, and success metrics for education initiatives
Ensure Schwab’s digital channels reflect a coherent and consistent education strategy
Partner with analytics teams to define KPIs for education engagement and learning outcomes
Evaluate performance to uncover insights and iterate on strategy
Communicate findings and recommendations to leadership to influence future direction
Qualification
Required
10+ years in product strategy, business strategy, or education strategy roles
Experience working within cross-functional environments (product, engineering, UX, marketing, compliance)
Proven ability to lead strategic planning and opportunity analysis for education or engagement initiatives
Familiarity with digital ecosystems (web, app, content platforms) and product development processes
Strong analytical skills; comfortable with data, competitive intelligence, and business cases
Excellent communication, storytelling, and stakeholder management abilities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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