Charles Schwab · 18 hours ago
Sr Manager, Digital Offer Management
US-TX-Westlake
Full-time
Onsite
Mid, Senior Level
$126K/yr - $160K/yr
4+ years expCharles Schwab is focused on transforming the finance industry through innovative solutions. The Sr. Manager of Digital Offer Management will drive the digital product strategy for wealth management tools, collaborating with various stakeholders to define and develop new offerings that enhance advisor experiences.
Financial Services
No H1B
Responsibilities
Deeply understand Schwab Advisor Center’s current technology offerings and the new opportunities Schwab is pursuing in creating these offerings
Refine early, high-level concepts for new product offerings and translate them into draft digital experiences that will resonate with advisors and align to Schwab’s strategic priorities
Develop relationships with key business stakeholders; regularly collaborate with SMEs and key partners to ensure holistic product design and go-to-market planning to support the new features, including but not limited to marketing plans, operations support, and service model
Manage discovery efforts for the team to vet new ideas through formal and informal research with target customers
Manage your projects including partner deliverables to ensure a strong pace in new offer development
Develop business cases and forecasted outcomes
Qualification
Required
Bachelor's degree
4+ years' experience designing and/or building digital products
Financial Services experience
Developing a product vision through research, trends, and business case evaluation
Strong drive to activate progress; ability to self-start and develop plans from an initial direction
Strong relationship-building and collaboration skills to partner effectively with SMEs and project contributors
Excellent communications skills –Ability to create PowerPoints that support productive meetings, summarize complex issues, and drive decision making. Presentation skills for meetings with senior executives. Ability to facilitate collaboration sessions virtually or in-person with peers and partners
Strong project management skills – Able to develop project plans and manage various contributors and stakeholders to be accountable to the plan
Curiosity and drive to learn – about the RIA industry, about Schwab's offerings, other groups the team works with
Preferred
RIA industry experience
Experience working with external partners and vendors
Experience designing and supporting go-to-market activities and product activation through service and operational channels
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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