This individual will partner closely with Investment Management, Sales, Service, Operations, Digital, Technology, Legal, Compliance, and external providers to define product vision, evaluate market opportunities, and deliver solutions that improve client outcomes while advancing Schwabs Workplace business objectives. This role will lead the evaluation, development, and management of investment-related products and strategic initiatives across the retirement platform, including retirement income solutions, stable value funds, collective investment trusts (CITs), alternative investments, and other emerging opportunities.