What are the responsibilities and job description for the Manager - Retail Strategy position at Charles Schwab?
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.
Charles Schwab's Retail Strategy & Analytics team serves as the internal management consulting organization for the Retail business, Schwab's largest business segment. The team partners with senior leaders to solve complex strategic, operational, and analytical challenges, helping shape the future direction of the Retail organization. The group is recognized as a premier source of leadership talent and a valuable pipeline for future enterprise leaders.
Retail Strategy & Analytics serves two primary functions:
- Supporting strategic decision-making, business planning, and operational priorities for the Retail Leadership Team
- Delivering analytical insights and business performance reporting for senior leadership
This opportunity is within the Retail Strategy function, where projects focus on growth strategy, market assessments, competitive analysis, operating model design, organizational effectiveness, M&A evaluations, and enterprise transformation initiatives.
What You'll Do
As a Manager, Retail Strategy, you will lead strategic initiatives from problem definition through executive recommendation while partnering closely with senior leaders across the Retail organization.
Responsibilities include:
- Leading high-priority strategy projects and critical business initiatives from inception through implementation planning
- Framing complex business challenges and developing fact-based strategic recommendations
- Conducting and overseeing rigorous quantitative and qualitative analyses
- Evaluating market trends, competitive dynamics, and business performance data to inform decision-making
- Developing executive-ready presentations and storytelling that influence leadership decisions
- Building partnerships and alignment across cross-functional stakeholders
- Coaching and providing guidance on analytical workstreams and project deliverables
- Translating ambiguity into structured, actionable plans that drive measurable business outcomes
- Serving as a trusted advisor to senior leaders on strategic priorities and organizational decisions
- Leveraging AI and productivity tools to enhance research, analysis, and deliverable quality
Required Qualifications
- 3-6 years of full-time experience in management consulting, corporate strategy, financial services, investment banking, or a related strategic business function
- Proven experience leading or supporting complex strategic problem-solving initiatives
- Experience framing business questions, developing hypotheses, and creating strategic recommendations
- Strong analytical skills, including both quantitative and qualitative analysis
- Experience developing and delivering executive-ready presentations and communications
- Demonstrated ability to influence stakeholders across multiple functions and organizational levels
- Strong interpersonal, relationship building, and stakeholder management skills
- Ability to work effectively in dynamic, fast-paced environments with evolving priorities
- Proficiency with Microsoft PowerPoint and Excel
- Experience utilizing AI and productivity tools to improve efficiency, research, analysis, and deliverable quality
- Strong interest in financial services and alignment with Schwab's values and client-first culture
- Experience within management consulting, corporate strategy, financial services, wealth management, banking, or capital markets
- Familiarity with financial modeling, valuation methodologies, and investment concepts
- Experience presenting directly to executive leadership teams
- Experience mentoring, coaching, or reviewing the work of others
- Knowledge of operating model design, growth strategy, market assessments, or organizational transformation initiatives
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 plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance