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Charles Schwab · 11 hours ago

Manager, Strategy & Innovation - Strategic Program Management

Westlake, TX

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Charles Schwab is a leading financial services firm focused on innovation and strategic initiatives. The Manager, Strategy & Innovation role is responsible for supporting the investment portfolio planning process, ensuring alignment with corporate strategic priorities and managing stakeholder relationships across the organization.

Financial Services

No H1B

Responsibilities

Develop change management strategy and plan to execute

Support the various quarterly planning forums being established to deliver a rolling planning process, including our quarterly Executive Council reviews

Organize and synthesize large quantities of information to generate insights through both quantitative and qualitative analysis

Develop high-impact presentations and email communication

Develop a robust understanding of both enterprise and technology priorities and constraints, to help bridge and translate considerations across stakeholders

Collaborate closely with our Corporate Strategy team to lead our firm-wide annual strategic planning cycle

Develop 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 Schwab

In 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 information

Qualification

Business strategy experienceChange managementStrategic planningProgram managementMS ExcelMS PowerPointAnalytical skillsCommunication skillsTechnology acumenCuriosityDetail-orientedOrganizational skillsRelationship building

Required

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 management

Top notch analytical and conceptual problem-solving skills, to understand the questions and work and evaluate level of impact and dependency

Expert in MS Excel, MS PowerPoint, word

Experience with change management, strategic planning, and program management

Superior communication skills, both written and verbal, with demonstrated ability developing materials for C-suite executives

Highly detailed oriented, organized, and comfortable dealing with ambiguity in a dynamic and fast-moving work environment

Experience supporting running large programs, including oversight of complex initiatives spanning multiple groups and large organizations, across both business and technology initiatives

Acumen in brokerage, wealth management, individual banking, as well as in technology development and planning

Bachelor's degree