Senior Manager, Wealth Partnerships Strategy

Your Opportunity

Schwab’s Wealth Advisory Services (WAS) enterprise delivers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a team of dedicated wealth services specialists. Within WAS, the Wealth Offer, Operations & Specialist organization is focused on strengthening Schwab’s full-service wealth management offers and delivering differentiated value across clients’ financial lives. The SAN and Specialized Wealth Partnerships team supports this ambition by identifying, evaluating, establishing, and managing external partnerships that expand the breadth and depth of capabilities available to Schwab clients.

The Senior Manager Wealth Partnerships Strategy role will lead the strategic roadmap, identification, and development of high-impact partnerships. This is a unique opportunity to shape an emerging strategic capability, build relationships with innovative external organizations, and collaborate across Schwab to strengthen the firm’s holistic wealth management proposition. This role will also collaborate with the SAN team on offer strategy and other strategic priorities, stepping in as needed to support.

What You’ll Do

• Define Partnership Strategy and Priorities: Translate enterprise and wealth management priorities into a focused partnership roadmap, identifying target capabilities, partner criteria, sequencing, and success measures to address capability gaps and emerging client needs where partnerships can strengthen Schwab’s full-service, holistic wealth management offer
• Conduct Market Research & Partner Due Diligence: Informed by market trends, client needs, and competitive offerings, assess potential partners by evaluating strategic fit, capabilities, financial strength, operating model, scalability, reputation, risk, and long-term viability
• Manage Partner Evaluation and Selection: Develop structured evaluation frameworks, coordinate requests for information, and organize demonstrations or demo days to enable cross-functional assessment and informed partner selection
• Support Partnership Execution and Ongoing Management across Vendor Management, Contracting & Legal, Risk & Governance, Compliance, and Field Enablement
• Cross-team Partnership: Help advance SAN's strategic agenda as a trusted thought partner, supporting high-priority work as needed.
• Influence & Align Stakeholders: Build alignment across senior leaders, business units, and enterprise functions; navigate competing priorities and drive timely decisions in a complex, highly regulated environment
• Communicate with Clarity: Create compelling presentations that synthesize partnership opportunities and assessments into clear, concise narratives that articulate strategic rationale and recommendations
• Lean into Adaptability: Adapt to evolving priorities and drive progress in face of ambiguity, and complex, fast-paced environments

What you have

• 5-7 years of relevant work experience, including experience in strategic partnerships, corporate development, transaction execution, or a related strategic leadership role
• Prior experience in wealth management / wealth advisory-based business
• Proven ability to execute strategic partnership from opportunity identification and evaluation through negotiation, contracting, governance approval, implementation, and ongoing management
• Strong business judgment and the ability to balance strategic opportunity, client value, commercial considerations, operational feasibility, and enterprise risk
• Curiosity and a love of exploring market research, industry trends, competitive intelligence, coupled with experience across due diligence and strategic assessment; Ability to synthesize these into clear recommendations
• Experience partnering across product / offer management, technology, legal, risk, compliance, and other enterprise functions
• Exceptional executive communication skills, including the ability to craft compelling presentations and concise narratives for senior audiences
• Exceptional executive presence, emotional maturity, collaboration, negotiation, and influencing skills
• Highly resourceful, adaptable, and proactive, with the ability to provide structure, create momentum, and deliver results in an area with evolving priorities