What are the responsibilities and job description for the Manager, Strategic Initiatives position at Charles Schwab?
Your opportunity
The Retail Sales Transformation (RST) team, sits within Schwab’s Retail business and is responsible for supporting client-facing professionals and driving scale into their daily experience. While these professionals are focused on delivering an industry-leading wealth management experience as a trusted advisor, our team provides strategic and operational support. We help identify new clients and deepen client relationships. The Manager, Lead Management and Strategic Initiatives will report to the Director – Client Intelligence.
The RST group accomplishes this by setting strategic direction, business case development, operating model design, listening to our client-facing colleagues, conducting detailed analyses, and playing a business owner role in select product delivery. We collaborate with a broad set of stakeholders, partners, executive leadership, data science/analytics, product/technology, and marketing to fulfill the vision.
The Manager, Strategic Initiatives will support our critical pipeline management function as a business analyst, focusing on roadmap execution, creation of new lead sources, reinforcing pipeline management within our sales professionals, supporting analyses, diagnosing pain-points, and originating/prioritizing solutions, all while ensuring alignment with broader Retail business strategic vision.
Do you want to positively impact Schwab client-facing professionals who manage billions of dollars in assets? Are you obsessed with solving customer problems and passionate about the full end-to-end client experience? Are you excited about diving into untested concepts and shaping recommendations? Do you bring strategy-to-execution mindset and an appreciation for technology? We’d like to talk to you.
What You Will Do
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:
- In addition to a base salary, this role is also eligible for bonus or incentive opportunities*
The Retail Sales Transformation (RST) team, sits within Schwab’s Retail business and is responsible for supporting client-facing professionals and driving scale into their daily experience. While these professionals are focused on delivering an industry-leading wealth management experience as a trusted advisor, our team provides strategic and operational support. We help identify new clients and deepen client relationships. The Manager, Lead Management and Strategic Initiatives will report to the Director – Client Intelligence.
The RST group accomplishes this by setting strategic direction, business case development, operating model design, listening to our client-facing colleagues, conducting detailed analyses, and playing a business owner role in select product delivery. We collaborate with a broad set of stakeholders, partners, executive leadership, data science/analytics, product/technology, and marketing to fulfill the vision.
The Manager, Strategic Initiatives will support our critical pipeline management function as a business analyst, focusing on roadmap execution, creation of new lead sources, reinforcing pipeline management within our sales professionals, supporting analyses, diagnosing pain-points, and originating/prioritizing solutions, all while ensuring alignment with broader Retail business strategic vision.
Do you want to positively impact Schwab client-facing professionals who manage billions of dollars in assets? Are you obsessed with solving customer problems and passionate about the full end-to-end client experience? Are you excited about diving into untested concepts and shaping recommendations? Do you bring strategy-to-execution mindset and an appreciation for technology? We’d like to talk to you.
What You Will Do
- Analytics and Insights Owner
- Business owner - Develop expertise in Lead Management data, systems, and processes and become a sales pipeline Salesforce expert. Partner with Salesforce CRM owner to develop business cases to further optimize Lead Management user interface.
- Roadmap Execution - Support annual planning process and evolving roadmap, ensuring clear execution deadlines and setting expectations with leaders. Work through a wide variety of incoming requests in a structured way to plan, analyze, solve, and recommend paths forward.
- Business and Impact Analysis - Analyze the day-to-day business performance identifying pain-points and devising & executing impact of solution rollouts in partnership with our Data and Analytics organization.
- Stakeholder Management - The business owner plays a major role in stakeholder management, working closely with marketing and sales leadership on topics ranging from strategy to program updates. Develop and own a portion of the Field activation plan, monitor adoption, and engage relevant business partners to drive adoption.
- Partner Management - The business owner manages the relationships with key partners (e.g., Sales teams) acting as a funnel to aggregate feedback and needs to the product owner.
- Consultative/Strategy Experience - A total of 2 years of full-time experience with strong examples of having worked with diverse set of stakeholders and influencing strategic decisions in complex environments; an ideal candidate has worked at least 2 years in strategy/management consulting working on diverse set of problems spanning from pure strategy to program delivery
- Analytical skills - Aptitude for data analysis in Excel and translating insights into concise, executive-level presentations using PowerPoint
- Strong communication and presentation skills – ability to present to a variety of audiences, from branch professionals to technology teams. Experience presenting to executive teams also valued
- Technology Fluency - ability to converse with technology and product teams and comfort being part of high level architectural, platform, and delivery conversations. Salesforce, Tableau, Microsoft Teams, an/or data infrastructure proficiency a plus
- Domain Knowledge - Some background in marketing/channel strategy, leads and campaigns, while not essential, is valued
- Ability to thrive in ambiguity - exploring new, yet untested concepts, ideas, programs and tackling new problems that require working with a wide variety of partners to find solutions
- A bias for action - the ability to overcome obstacles, tackle challenges creatively, and successfully execute, at times, under tight deadlines. Curiosity for learning the intricacies of the business, systems, and processes is a must
- Background - Financial Services industry experience, while not essential, is highly preferred.
- Bachelor's degree highly preferred
- Westlake, TX
- Austin, TX
- San Francisco, CA
- Omaha, NE
- Chicago, IL
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
