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Charles Schwab · 1 hour ago

Manager, Corporate Strategy

Westlake, TX

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Charles Schwab is an innovative financial services firm seeking a Manager for their Corporate Strategy team. The role involves driving strategic initiatives, performing data-driven analysis, and collaborating with various business partners to support informed decision making and strategic planning across the organization.

Financial Services

No H1B

Responsibilities

Facilitate a timely review and socialization of key components of our corporate strategy by collaborating with leadership and business partners (e.g., Communications) to ensure clarity, alignment, and consistent messaging across the company

Prepare materials for and lead meetings with internal and external stakeholders (including executive leadership and the Board of Directors)

Regularly collaborate with business partners across all levels and subject matters to ensure that deliverables are high quality, completed on time, and with full stakeholder visibility

Synthesize large quantities of information to generate insights through both quantitative and qualitative analysis

Develop high-impact analysis and presentations

Build and maintain perspective on strategic implications of key developments in the internal and external environment (e.g., industry trends, competitor actions)

Form strong relationships across the firm and cultivate the team’s linkages with different functional organizations across Schwab

Plan and execute workstreams for large, complex projects, as well as take full ownership end-to-end for smaller projects

In all aspects of the role, exercise professionalism and integrity in communications and actions, as well as prudent judgment in the handling of confidential strategic, financial, and other sensitive information

Manage and support ad-hoc strategy projects, investigating / answering critical questions for the Board and senior executives

Help shape the firm’s AI strategy

Qualification

Financial modelingStrategic planningMarket research analysisProject managementBusiness developmentMS ExcelMS PowerPointTableauAnalytical skillsProblem solvingStorytellingCommunication skillsCollaborationRelationship buildingAdaptability

Required

2 or more years of work experience at a consulting firm or focused on strategy related projects within corporate environments

Bachelor's degree

Experience with financial modeling, strategic planning, project management, market research analysis and business development

Excellent problem solving and storytelling abilities; proficient in MS Excel, MS PowerPoint and Tableau

Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to diverse audiences

Superior analytical skills and attention to detail

Excellent collaboration and relationship building skills; ability to develop rapport and maintain positive working relationships with a diverse group of stakeholders and influence outcomes through partnerships

The ideal candidate will have a strong passion for learning and is an enthusiastic team player comfortable working on multiple subject matters simultaneously

Comfort dealing with ambiguity in a dynamic and fast-moving work environment