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Position to fill Senior Manager, Business Strategy

San Francisco or CA, United States



German Felipe Vega

Investor Services Strategy



About the company

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. Charles Schwab provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products.

About the role

Schwab Strategy is a community of internal strategy consultants that serve as a trusted advisor to executives, senior leaders, and business partners by providing thought partnership, strategic analysis, and insights.
  • Plan and execute work streams for large, complex projects, as well as take full ownership end-to-end for smaller projects
  • Synthesize large quantities of information to generate insights through both quantitative and qualitative analysis
  • Develop and maintain perspective on strategic implications of key developments in the external environment, industry trends, and competitor actions
  • Develop strong relationships across the firm and cultivate the team’s linkages with corporate development, financial planning, investor relations, and the broader strategy community at Schwab


  • 3-6 years of full-time work experience, including work experience in strategy, preferably with a top-tier consulting firm or strategy group within a financial services firm
  • Bachelor’s degree; MBA (preferred)
  • Comfort with managing project(s) with different team members each time, as they are assigned on a project by project basis (same as in a consulting firm)
  • Experience in mentoring / coaching a large team
  • Superior analytical skills, creativity in problem-solving, and attention to detail
  • Outstanding communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to executive audiences
  • Comfort dealing with ambiguity in a dynamic and fast-moving work environment
  • Strong financial modeling skills and knowledge of financial/valuation concepts
  • Strong sense of urgency and a proactive approach
  • Expert user of PowerPoint and Excel
  • Personally and professionally aligned with Schwab’s vision and values, and a strong interest in financial services

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