Your Opportunity 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. We …
Your Opportunity 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. S…
Your Opportunity Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every cl…
Skills: Power Platform, Power Apps, Power Automate, Dataverse, Appian
Manager, Liquidity Analytics and Regulatory Reporting
San Francisco, California, United States · On-site
$86k–$150k/yr
Mid level$18B raised
Your Opportunity 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. T…
Skills: Liquidity risk management, Regulatory reporting, SQL, Excel, Data analysis
Your Opportunity 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. W…
Skills: Product Management, Online Security, Authentication, Fraud Prevention, Digital Identity
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Manager, Client Relationship Support - San Mateo, CA
San Mateo, Rizal, Philippines · On-site
$43/hr–$78/hr
Mid level$18B raised
Your Opportunity At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow you…
Your Opportunity 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. We …
Skills: ETL Development, SQL, Informatica, Data Pipelines, Data Migration
Your Opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab At Schwab, you’re empowered to make an impact on …
Your Opportunity 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. W…
Your Opportunity Charles Schwab Corporation We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goal with passion and integrit…
Your Opportunity 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. We …
Your Opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment Professional…
Your Opportunity Your Opportunity 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 indus…
Skills: ETL Development, SQL, Informatica, Data Engineering, Python
Your Opportunity At Schwab, you are 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. …
Skills: Zero Trust, Cybersecurity, Network Security, Cloud Security, Incident Response
Your Opportunity 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. W…
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Skills: IT Auditing, Infrastructure Auditing, Cybersecurity, Risk Assessment, Internal Controls
Your Opportunity 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. A…
Your Opportunity At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow you…
Skills: Financial services, Client relationship management, Business development, Active listening, Attention to detail
Your Opportunity 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. W…
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$93k–$160k/yr
Full-time
bachelor degree
Posted 8d ago
Apply by Aug 13
~40 hrs/week
Responsibilities
You will shape the strategic direction of the technology organization by partnering with leaders to solve complex challenges and identify growth opportunities. Additionally, you will lead critical workstreams focused on strategy development, operating model evolution, and technology transformation initiatives.
Requirements
Candidates must have at least 3 years of experience in management consulting, technology strategy, or business transformation roles. Strong analytical, communication, and stakeholder management skills are required to synthesize complex data into actionable executive-level insights.
Full job description
Your Opportunity
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.
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).
Schwab Technology Services enables the future of how clients manage their money by delivering innovative, scalable, and reliable technology solutions that advance Schwab’s mission of democratizing access to investing and financial planning.
As a Manager, Technology & Business Strategy, you will help shape the strategic direction of a large-scale technology organization by partnering with leaders across technology and business teams to solve complex challenges, identify growth opportunities, and influence enterprise priorities.
In this role, you will lead critical workstreams that support strategy development, operating model evolution, and technology transformation initiatives. Using analytical thinking, research, and data-driven insights, you will evaluate emerging trends, assess business and technology opportunities, and translate complex information into actionable recommendations for senior leaders. Your work will directly influence decisions related to Agile and DevOps practices, cloud and digital platforms, technology investment priorities, and organizational effectiveness.
You will join a collaborative and forward-thinking team that values curiosity, creativity, and continuous learning. Success in this role requires the ability to navigate ambiguity, build trusted relationships across stakeholders, communicate complex ideas with clarity, and drive meaningful outcomes in a fast-paced environment. This is an opportunity to make a visible impact while expanding your strategic, technology, and leadership capabilities.
What you have
Required Qualifications:
3+ years of experience in management consulting, technology strategy, corporate strategy, business transformation, or a related strategic role.
Demonstrated ability to perform quantitative and qualitative analysis to solve complex business and technology challenges and develop actionable recommendations.
Experience conducting research, analyzing data, gathering stakeholder input, and synthesizing findings into executive-level insights and presentations.
Proven ability to manage or lead workstreams across multiple projects while balancing competing priorities and deadlines.
Strong written, verbal, and presentation communication skills, including the ability to communicate complex concepts to diverse audiences.
Demonstrated analytical thinking, problem-solving, and decision-making skills in situations involving ambiguity or incomplete information.
Ability to build collaborative relationships and work effectively across cross-functional teams and stakeholders.
Preferred Qualifications:
5+ years of experience in a top-tier consulting firm or internal strategy organization supporting enterprise-scale initiatives.
Experience within financial services, technology organizations, or highly regulated environments.
Knowledge of technology strategy, Agile methodologies, DevOps practices, digital platforms, cloud technologies, Artificial Intelligence and technology operating models.
Exposure to cybersecurity, data strategy, data governance, or enterprise data initiatives.
Experience developing business cases, evaluating investment opportunities, and supporting strategic planning processes.
Strong executive presence with the ability to influence and engage senior leaders.
Demonstrated initiative, adaptability, and results orientation when leading projects through changing priorities and evolving business needs.
Advanced storytelling and presentation development skills using PowerPoint and executive communication frameworks.
Bachelor’s degree in Business, Technology, Engineering, Finance, Economics, or a related field.
In addition to the salary range, this role is eligible for bonus or incentive opportunities. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
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. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.
Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.
Social Media Disclosures: https://www.aboutschwab.com/social-media
(#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
BrokerageBankingFinancial ConsultingFinancial Products and ServicesPortfolio ManagementAdvisor ServicesRetirement Plan ServicesSpecialty Brokerage Servicesand Mutual Fund Clearing ServicesFinance
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. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.
Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.
Social Media Disclosures: https://www.aboutschwab.com/social-media
(#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
BrokerageBankingFinancial ConsultingFinancial Products and ServicesPortfolio ManagementAdvisor ServicesRetirement Plan ServicesSpecialty Brokerage Servicesand Mutual Fund Clearing ServicesFinance