Business Strategy Manager

4 weeks ago


Webster, Texas, United States Charles Schwab Full time
Job Summary

We are seeking a highly skilled Business Strategy Manager to join our team at Charles Schwab. As a key member of our Investor Advice Solutions (IAS) Strategy & Field Enablement (SAFE) team, you will be responsible for designing and orchestrating the integration strategy for all IAS initiatives impacting our wealth management client-facing personnel.

The ideal candidate will have a minimum of 12 to 18 months of Schwab domain experience and excellent project management skills, with the ability to maintain multiple projects simultaneously and adhere to timelines, budgets, and detailed project plans.

Key Responsibilities:

  • Project management and execution of all event logistics, including venue research, proposal review, budget management, email invitations, invitee management, onsite management, and post-event follow up.
  • General event support, including facilitating prep-meetings, speaker coordination, logistics, and on-site or virtual support.
  • Vendor and venue management, establishing and maintaining external relationships while adhering to Schwab policies.
  • Budget tracking and reporting.
  • Monitoring business, leadership, and partner audience calendars, coordinating, maintain, and scheduling meetings, making travel and/or meeting arrangements.

Requirements:

  • A minimum of 12 to 18 months of Schwab domain experience.
  • Experience in event planning, marketing, or project management.
  • Knowledge of Webex Webinars, including webinar set up, hosting, and post-reporting.
  • Excellent project management skills and the ability to maintain multiple projects simultaneously and adhere to timelines, budgets, and detailed project plans.

What We Offer:

  • A competitive benefits package that takes care of the whole you – both today and in the future.
  • 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.


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