Agile Programming Methodologies, Analysis Skills, Annuities, Artificial Intelligence (AI), Asset Management, Backlog Prioritization, Benchmarking, Business Administration, Business Case, Business Growth, Business Model, Business Plan, Business Strategy, Business Transformation, Chartered Financial Analyst (CFA), Communication Skills, Competitive Analysis/Strategy, Consulting, Cross-Functional, Customer Experience, Economics, Finance, Financial Analysis, Financial Modeling, Financial Services, Financial Strategy, Fixed Income Investments, Insurance, Investment Management, Investment Services, Investment Strategy, Leadership, Management Strategy, Market Analysis, Market Share, Microsoft PowerPoint, Multitasking, Mutual Funds, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Product Management, Product Strategy, Registered Investment Advisor (RIA), Release Management/Engineering, Risk, Series 7, Software Engineering, Storytelling, Strategic Analysis, Strategic Planning, Technical Leadership, Technical Operations, Wealth Management, Writing Skills
Your Opportunity
At Schwab, you're empowered to make an impact. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the industry together.
As part of Schwab Investment Platforms, Solutions, and Strategy (SIPSS), you will join a product-and-offer enterprise responsible for defining the future of Schwab's investment products, platforms, and client experiences. SIPSS brings together investment product strategy, offer management, platform strategy, and business execution, enabling Schwab to accelerate innovation and deliver differentiated solutions to clients and advisors.
Within SIPSS, this role sits in Investment Offers & Solutions (IOS) and focuses on Schwab's alternative and structured investments business. IOS is responsible for defining strategy and delivering enhancements across mutual funds, ETFs, fixed income, 529 plans, managed accounts, alternative investments, structured products, insurance, and annuities.
This is an investment product strategy and offer management role-not a technology product management or development role. Success is driven by strategic thinking, executive influence, opportunity identification, recommendation development, business-case creation, market analysis, and leadership communication. The role does not own software engineering teams, Agile delivery processes, technical backlogs, or release management.
The Senior Product Strategy Manager will help shape the future direction of alternative and structured investment offers through strategic analysis, operating-model development, offer management, and cross-functional leadership. This individual will work closely with senior leaders, business partners, issuers, and external providers to improve advisor and client experiences, drive business growth, strengthen operating capabilities, and inform strategic decision making.
What you have
Required Qualifications
- Bachelor's degree in finance, business, economics, or related field required.
- 5+ years of experience in financial services in one or more of the following areas: consulting, corporate strategy, product strategy, investment product management, offer management, business transformation, or financial services strategy.
- Experience developing strategic recommendations, business cases, and executive presentations that inform leadership decision making.
- Proven ability to conduct, and harness AI tools to improve / refine, market landscape analysis, competitive benchmarking, client segmentation, and growth strategy work.
- Strong analytical and problem-solving skills, including financial analysis, opportunity sizing, competitive assessment, and operating-model evaluation.
- Excellent written, verbal, and strong PowerPoint storytelling and executive communication skills.
- Strong organizational skills and ability to manage multiple priorities in a matrixed environment.
- Experience leading complex initiatives involving business, risk, compliance, operations, and technology stakeholders.
Preferred Qualifications
- Knowledge of alternative investments, structured products, fixed income, wealth management products, or adjacent complex investment solutions.
- Familiarity with Registered Investment Advisor (RIA) and Custodian business models.
- Experience partnering with external asset managers, issuers, banks, fintech providers, or investment-platform providers.
- Familiarity with financial modeling, business-case development, and strategic planning processes.
- MBA, Series 7, CFA, CAIA, or equivalent advanced education or credentials preferred.
Ideal Candidate Backgrounds
- Consulting, corporate strategy, or financial services transformation.
- Asset management strategy, wealth management strategy, or investment product strategy.
- Product and offer management for investment products, advisor platforms, or complex financial solutions.
- Business planning and analytics roles that require executive-ready recommendations, stakeholder influence, and strategic roadmap development.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
T
The Charles Schwab Corp
The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member
SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.