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Sr. Manager, Strategy & Offer Development

Company

Charles Schwab

Location

Westlake, TX

Posted

July 20, 2026

Position Overview

**Your opportunity**

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.

**What you have:**

**Leadership**

+ Excitement for business evolution, pursuit of new opportunities, expansion and growth
+ Experience leading cross-...

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