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.
Within Advisor Services, the Business Strategy team plays a critical role in helping the firm navigate an increasingly complex and competitive environment for independent Registered Investment Advisors. As Manager, Business Strategy, you will serve as a force multiplier for senior leaders by building and sustaining the intelligence backbone that supports strategic exploration, planning, and decision-making. Your work enables leaders to focus on framing the right questions by ensuring they have access to clear, validated insights and executive-ready materials.
In this role, you will proactively scan and synthesize industry, client, competitor, and ecosystem signals tied to active strategic priorities. You will clarify what is known versus unknown, pressure-test assumptions, and time-box research to maintain momentum and avoid over-analysis. Complex inputs are translated into concise insights, themes, and implications that highlight what matters most as priorities evolve.
You will produce high-quality briefs, research summaries, and foundational content that can be used directly in leadership discussions with minimal rework. This includes validating sources, reconciling discrepancies, and anticipating the questions senior leaders will ask. You will also own and evolve shared strategic assets-such as competitive intelligence snapshots, industry perspectives, and knowledge repositories-ensuring information remains current, well-structured, and reusable across planning cycles.
Success in this role requires strong partnership across teams and levels. You will contribute relevant insights into team forums, support advisory boards and executive reviews with background research and context, and remain flexible as priorities shift-adjusting depth, framing, or direction while maintaining transparency into work underway.
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).
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
What you have
Required Qualifications
2+ years of experience in an analyst, junior strategy, orconsulting-alignedrole,demonstratingprogression toward a strategy career path.
Bachelor's degree in Business, Finance, Economics, ora relatedfield.
Demonstrated ability to research, synthesize, and translate complex or ambiguous information into clear, structured insights for senior audiences.
Proven written communication capability, with experience producing polished briefs, memos, or presentations suitable for executive review.
Strong analytical judgment, including the ability to distinguish signal from noise,validateassumptions, and documentknownsversus unknowns.
High ownership and execution discipline, with the ability to manage multiple priorities,time-boxwork, and deliveraccurate,high-qualityoutputs in a dynamic environment.
Preferred Qualifications
2+ years of experience supporting strategy, consulting, corporate planning, orresearch-intensivework within financial services or a similarly complex industry.
Experiencemaintainingsharedknowledgeassets or intelligence repositories that support ongoing planning and leadership engagement.
Comfort partnering with senior leaders andcross-functionalstakeholders to gather context,validateinsights, and enabledecision-making.
Advancedproficiencywith Microsoft Office and collaboration tools to support executive communication and team transparency.
Demonstrated alignment with strong ethical standards, risk awareness, anda commitmentto inclusive, collaborative ways of working.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What's in it for you
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
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
