Manager, Business Strategy

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.  

Within Advisor Services, the Business Strategy team plays a critical role in helping the firm navigate an increasingly complex and competitive environment for independent Registered Investment Advisors. As Manager, Business Strategy, you will serve as a force multiplier for senior leaders by building and sustaining the intelligence backbone that supports strategic exploration, planning, and decision‑making. Your work enables leaders to focus on framing the right questions by ensuring they have access to clear, validated insights and executive‑ready materials. 

In this role, you will proactively scan and synthesize industry, client, competitor, and ecosystem signals tied to active strategic priorities. You will clarify what is known versus unknown, pressure‑test assumptions, and time‑box research to maintain momentum and avoid over‑analysis. Complex inputs are translated into concise insights, themes, and implications that highlight what matters most as priorities evolve. 

You will produce high‑quality briefs, research summaries, and foundational content that can be used directly in leadership discussions with minimal rework. This includes validating sources, reconciling discrepancies, and anticipating the questions senior leaders will ask. You will also own and evolve shared strategic assets—such as competitive intelligence snapshots, industry perspectives, and knowledge repositories—ensuring information remains current, well‑structured, and reusable across planning cycles. 

Success in this role requires strong partnership across teams and levels. You will contribute relevant insights into team forums, support advisory boards and executive reviews with background research and context, and remain flexible as priorities shift—adjusting depth, framing, or direction while maintaining transparency into work underway.  

• 2+ years of experience in an analyst, junior strategy, or consulting‑aligned role, demonstrating progression toward a strategy career path. 

• Bachelor’s degree in Business, Finance, Economics, or a related field. 

• Demonstrated ability to research, synthesize, and translate complex or ambiguous information into clear, structured insights for senior audiences. 

• Proven written communication capability, with experience producing polished briefs, memos, or presentations suitable for executive review. 

• Strong analytical judgment, including the ability to distinguish signal from noise, validate assumptions, and document knowns versus unknowns. 

• High ownership and execution discipline, with the ability to manage multiple priorities, time‑box work, and deliver accurate, high‑quality outputs in a dynamic environment. 

• 2+ years of experience supporting strategy, consulting, corporate planning, or research‑intensive work within financial services or a similarly complex industry. 

• Experience maintaining shared knowledge assets or intelligence repositories that support ongoing planning and leadership engagement. 

• Comfort partnering with senior leaders and cross‑functional stakeholders to gather context, validate insights, and enable decision‑making. 

• Advanced proficiency with Microsoft Office and collaboration tools to support executive communication and team transparency. 

• Demonstrated alignment with strong ethical standards, risk awareness, and a commitment to inclusive, collaborative ways of working.  

In addition to the salary range, this role is also eligible for bonus or incentive opportunities