Sr. Manager, Strategy & Offer Development

Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms.  We provide access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete, and succeed in their business efforts.

As a Senior Manager of the Advisor Services Offer Development team, you will lead projects focused on driving the strategic design and execution of new initiatives for the business. This individual contributor role will partner with functional leaders across AS and Schwab to assess strategic opportunities and investments, scope and model potential client and business outcomes, bring new offers to market, and incubate new programs.

• Excitement for business evolution, pursuit of new opportunities, expansion and growth
• Experience leading cross-functional teams and partners without direct authority on projects across the organization
• Thrives on initiating, building, and cultivating strong authentic relationships inside and outside the group; highly collaborative, navigates and activates alignment across organizational silos
• Results-oriented leader who takes the initiative and effectively distills strategy, analytics, and varied sets of input to drive to decisions and follow through to execution
• Balances structure, organization, and governance with client-experience driven creativity and innovation

• Effective synthesis of strategic, senior leadership, field, and competitive inputs and a self-driven point of view on highest priority opportunities
• Quantitative skills for modeling and analysis – ability to draw conclusions, identify risks, make recommendations, and create plans to execute
• Executive presence and credible influence that shapes, defines and presents a complete and thorough picture of opportunities, challenges, and progress
• Can manage trade-offs and make decisions with less-than-perfect information

• Can work in both an open-ended, strategic capacity and a focused, executional capacity
• Prioritizes effectively and manages stakeholders in a fast-paced and matrixed environment
• Embraces directional shifts and new information, thinks creatively to resolve problems and find a path forward
• Successfully manages multiple initiatives concurrently, autonomously, with sense urgency and attention to detail

• In tune with internal and external client experience
• Strong communication and partnership skills to work effectively with colleagues and team members in a fast-paced, results-oriented culture.
• Positive attitude, enthusiasm, partnership and professionalism, and strong work ethic with high level of integrity and ethics
• Strong knowledge of Microsoft suite including Excel, Word, PowerPoint and Copilot

We believe in the importance of in‑office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. 

• Bachelor's degree
• 10+ years of experience in management consulting, business strategy, offer management, program management, project management, and/or strategic execution roles.
• 2+ years of experience within the Registered Investment Advisor (RIA) and/or Wealth Management industry.
• Demonstrated success in developing strategic points of view (POVs), building compelling business cases, and leading large-scale, complex go-to-market initiatives from strategy through execution.
• Proven ability to drive cross-functional alignment and deliver strategic initiatives that achieve measurable business outcomes.

• Master’s degree in Business, Finance, Economics, a related field; or equivalent experience