Sr Manager, Offer Management - Strategic Initiatives

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Austin, TX
5-7 Years Experience
Fintech
The Role

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, when done right, investing liberates people to create their own destiny. We are driven by purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm, and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future.

The Strategic Initiatives team at Schwab drives the strategic development of the offer, prioritizes our investments, understands the perspective of our clients, and executes the vision of the offer. As part of the Strategic Initiatives team, you'll support our Investor Services and Advisor Services businesses mass affluent and high net worth client needs by enhancing our expertise, delivery and services through our client facing organizations.

What you have

As an individual contributor Senior Manager you will:

  • Drive direction: Provide thought leadership and drive effective decision making, prioritization, alignment across the project portfolio
  • Perform analysis and develop recommendations: Drive analysis, synthesize findings, identify gaps, recommend improvement actions by interpreting complex data sets to uncover trends and insights that drive decision making process and shape offer decisions
  • Execute projects: Partner with cross functional teams to drive actions, bring strategy to life and deliver results using strategic frameworks and project management techniques, leading people through uncertainty, balancing multiple and potentially conflicting priorities and identifying and managing sophisticated dependencies
  • Influence and communicate: Lead executive level communication and influence cross-functional stakeholders through distillation and synthesis of data to tell a clear and compelling narrative for multiple audiences
  • Oversee offer initiatives from ideation through successful execution

Required Qualifications

  • Bachelor's degree
  • 5+ years of product management, product development, offer management, offer development, or product owner experience
  • Proven track record of developing and managing client offers
  • Demonstrated success supporting delivery for concurrent projects
  • Proven ability to write clearly, succinctly, and in a manner that appeals to a wide audience
  • High Proficiency with MS Office Products (PowerPoint, Excel, Word, etc.)

Preferred Qualifications

  • Confidence dealing with ambiguity in a dynamic and fast paced work environment
  • Outstanding written and verbal communication skills and collaboration abilities
The Company
Austin, TX
0 Employees

What We Do

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.

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