Manager - Retail Strategy

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 location(s)

Charles Schwab's Retail Strategy & Analytics is the internal management consulting group for the Retail business, which is the primary business unit at Schwab, responsible for $18B in revenue, and has 13,000 employees worldwide.

Retail Strategy & Analytics serves as a trusted adviser to the head of the Retail business and the Retail Leadership Team and works on strategic, operational, and analytical issues at the top of senior management's agenda. Our team of roughly 40 professionals is a premier pipeline for diverse and high potential talent, and alumni include senior leaders across the entire firm.

Retail Strategy & Analytics Serves Two Primary Functions

• Assisting with strategic decisions, operational, and business planning needs for the Retail Leadership Team
• Supporting ongoing analytics and reporting needs for the Retail Leadership Team.
  
  

This opening is for the Retail Strategy function. Typical projects include growth strategy, market assessment and entry evaluation, M&A and divestiture strategy, and operating model / organizational design.

Opportunity Summary

We are seeking a Manager who will help shape plans for new initiatives and manage high priority strategy projects.

As a Manager, You Will Have The Opportunity To

• Support high‑priority strategy initiatives end‑to‑end, from problem framing through recommendation and leadership alignment
• Shape Schwab’s point of view on complex, ambiguous business questions, integrating internal performance, external trends, and competitive dynamics
• Develop actionable, enterprise‑level strategies that influence the direction of the Retail business
• Guide and review analytical workstreams, ensuring rigor, clarity, and relevance of insights
• Partner closely with senior leaders and cross‑functional stakeholders, building alignment and momentum around strategic recommendations
• Regularly present to and engage with senior leadership, serving as a trusted thought partner on key decisions
• Drive impact across the Retail organization, positioning yourself for growth at Schwab
• Benefit from minimal travel and a hybrid work environment (will be expected to be on-site 4 days per week)
  
  

What you have

• 2–6 years of full-time work experience, preferably in management consulting, financial services, corporate strategy, or investment banking
• Proven ability to lead complex, ambiguous problem-solving efforts, including:
• Framing strategic questions and hypotheses
• Guiding rigorous quantitative and qualitative analysis
• Synthesizing insights into clear, executive level recommendations
• Strong strategic judgment and business acumen, with the ability to assess implications across financial, operational, and competitive dimensions
• Experience developing and delivering executive ready presentations, tailored to senior leadership audiences
• Demonstrated ability to develop a clear point of view and influence stakeholders across functions and levels
• Comfort coaching or reviewing the work of others, providing direction, feedback, and quality control
• Strong interpersonal and stakeholder management skills, with the ability to build trust and alignment
• Comfort operating in highly dynamic, fast paced environments with limited direction
• Proficiency in PowerPoint and Excel; familiarity with financial modeling and valuation concepts preferred
• Personally and professionally aligned with Schwab’s vision and values, and a deep interest in financial services
  

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 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