Manager - retail strategy
Charles Schwab
- Tiburon, California, United States
- Tiburon, California, United States
About
Retail Strategy & Analytics serves two primary functions:
1) Assisting with strategic decisions, operational, and business planning needs for the Retail Leadership Team
2) Supporting ongoing analytics and reporting needs for the Retail Leadership Team.
This opening is for the Retail Strategy function. Typical projects include growth strategy, market assessment and entry evaluation, M&A and divestiture strategy, and operating model / organizational design.
We are seeking a Manager who will help shape plans for new initiatives and manage high priority strategy projects. As a Manager, you will have the opportunity to:
Support high priority strategy initiatives end to end, from problem framing through recommendation and leadership alignment Shape Schwab’s point of view on complex, ambiguous business questions, integrating internal performance, external trends, and competitive dynamics
Develop actionable, enterprise level strategies that influence the direction of the Retail business Guide and review analytical workstreams, ensuring rigor, clarity, and relevance of insights
Partner closely with senior leaders and cross functional stakeholders, building alignment and momentum around strategic recommendations Regularly present to and engage with senior leadership, serving as a trusted thought partner on key decisions
Drive impact across the Retail organization, positioning yourself for growth at Schwab
Benefit from minimal travel and a hybrid work environment (will be expected to be on-site 4 days per week)
2+ years of full-time work experience, preferably in management consulting, financial services, corporate strategy, or investment banking
Proven ability to lead complex, ambiguous problem-solving efforts, including:
Framing strategic questions and hypotheses
Guiding rigorous quantitative and qualitative analysis
Synthesizing insights into clear, executive level recommendations
Strong strategic judgment and business acumen, with the ability to assess implications across financial, operational, and competitive dimensions
Experience developing and delivering executive ready presentations, tailored to senior leadership audiences
Demonstrated ability to develop a clear point of view and influence stakeholders across functions and levels
Comfort coaching or reviewing the work of others, providing direction, feedback, and quality control
Strong interpersonal and stakeholder management skills, with the ability to build trust and alignment
Comfort operating in highly dynamic, fast paced environments with limited direction
Proficiency in Power Point and Excel; familiarity with financial modeling and valuation concepts preferred
Personally and professionally aligned with Schwab’s vision and values, and a deep interest in financial services
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Languages
- English
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