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 wealth management industry together.

We believe in the importance of in-office collaboration and expect the selected candidate to work on site four days per week in one of the specified locations.

The Digital Wealth Advisory organization helps shape the future of holistic wealth management for Schwab Wealth Advisory through innovative digital experiences, advisor productivity solutions, and emerging AI capabilities. We partner across a matrixed environment to identify unmet needs, reimagine how work gets done, and bring new capabilities from concept to reality. This team is ideal for people who thrive in ambiguity and enjoy solving complex problems.

You'll lead a digital offer management team that helps translate wealth management needs into AI and digital solutions. Our offer partners set the business strategy. Your team will make sure the digital tools, workflows, and platforms support the strategy in an evolving technical landscape.

You'll partner with teams across Schwab and lead the prioritization and trade-off decisions for advisor specific needs; weighing impact, business value, and delivery realities so the most important work moves forward.

As business priorities change, you'll move the team's capacity to the highest priority work, whether that's improving existing capabilities, supporting new offers, or adopting emerging technologies such as AI.

The role is fast paced. It's a great fit for a leader who understands both wealth management and digital delivery and can bring structure to ambiguity.

What you’ll do

• Translate business strategy into digital strategy. Turn business strategy into prioritized digital capabilities and requirements that align with Schwab's broader advice and wealth strategies.
• Simplify the advisor's day. Find friction, gaps, and manual work in advisor and client journeys. Turn what you find into clear, prioritized requirements that reduce effort and connect the experience.
• Enable AI-powered efficiency. Identify where AI and automation can cut manual work, and define the requirements to bring those capabilities into workflows and dashboards.
• Prioritize across partners. Work across a matrixed environment to prioritize Digital Wealth Advisory needs, balancing business value and advisor impact.
• Show business value. Build business cases, define success metrics, and report outcomes that tie digital decisions to client, advisor, and business results.
• Develop the team. Lead, coach, and grow a strong team of offer managers, building depth in wealth management, workflow design, and vendor evaluation.
• Drive decisions with leaders. Work through ambiguity, competing priorities, and executive trade-offs to reach timely, well-reasoned decisions.

What you have

Required

• 10+ years of experience in financial services, including wealth management, advisory offers, or advice-based platforms in large, complex organizations.
• 5+ years of people leadership experience, including hiring, coaching, and developing high-performing teams.
• Deep knowledge of how advisory offers work in practice, including client enrollment, servicing, and advisor workflows.
• Proven offer management or product management experience, with the ability to turn offer strategy into digital capabilities and see them through to delivery.
• Experience working with Risk, Compliance, and Legal partners in a regulated environment.
• Executive presence, with the ability to influence, challenge, and partner with senior leaders.
• Ability to turn complex inputs into clear recommendations and decisions.
• High emotional intelligence, with a leadership style that balances urgency, accountability, and trusted partnership.

Preferred

• Experience evaluating, contracting, or onboarding third-party wealth technology vendors, including demos and technology assessments.
• Knowledge of the wealth tech landscape
• Experience with process mapping or business transformation for advisor or client workflows.
• Exposure to GenAI or advanced analytics in client- or advisor-facing products.
• CFP designation and/or FINRA licenses (Series 7/24).
• Bachelor's degree required; advanced degree a plus.