Manager - Retail Strategy
On-siteChicago, Illinois, United States or San Francisco, California, United States
Job Summary
Lead high-priority strategy projects and critical business initiatives from inception through implementation planning while partnering with senior leaders across the Retail organization. Frame complex business challenges and develop fact-based strategic recommendations by conducting rigorous quantitative and qualitative analyses of market trends, competitive dynamics, and business performance data. Create executive-ready presentations and storytelling that influence leadership decisions, build cross-functional partnerships, and coach team members on analytical workstreams. Translate ambiguity into structured, actionable plans that drive measurable outcomes, leveraging AI and productivity tools to enhance research and deliverable quality. Serve as a trusted advisor on strategic priorities and organizational decisions within Schwab's Retail Strategy & Analytics team, which supports the company's largest business segment through growth strategy, M&A evaluations, and enterprise transformation.
Required Qualifications
- Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
- 3-6 years of full-time experience in management consulting, corporate strategy, financial services, investment banking, or a related strategic business function
- Proven experience leading or supporting complex strategic problem-solving initiatives
- Experience framing business questions, developing hypotheses, and creating strategic recommendations
- Strong analytical skills, including both quantitative and qualitative analysis
- Experience developing and delivering executive-ready presentations and communications
- Demonstrated ability to influence stakeholders across multiple functions and organizational levels
- Strong interpersonal, relationship building, and stakeholder management skills
- Ability to work effectively in dynamic, fast-paced environments with evolving priorities
- Proficiency with Microsoft PowerPoint and Excel
- Experience utilizing AI and productivity tools to improve efficiency, research, analysis, and deliverable quality
- Strong interest in financial services and alignment with Schwab's values and client-first culture
Desired Qualifications
- Experience within management consulting, corporate strategy, financial services, wealth management, banking, or capital markets
- Familiarity with financial modeling, valuation methodologies, and investment concepts
- Experience presenting directly to executive leadership teams
- Experience mentoring, coaching, or reviewing the work of others
- Knowledge of operating model design, growth strategy, market assessments, or organizational transformation initiatives
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