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Senior Manager, AI-Driven Financial Planning

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-07-14
Job specializations:
  • Management
    AI Business & Operations
Salary/Wage Range or Industry Benchmark: 130000 - 170000 USD Yearly USD 130000.00 170000.00 YEAR
Job Description & How to Apply Below
Position: Senior Manager, AI-Driven Financial Planning & Offers

Schwab is seeking a Senior Manager, Offer Management for Digital Wealth Solutions. You will own the end-to-end design, development, and launch of financial planning features, including AI initiatives, and collaborate with risk, governance, product, and field enablement teams.

You will build trust with leadership and partners, delivering clear roadmaps and compelling presentations to shape strategic direction while ensuring strong stakeholder alignment across the enterprise.

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Position Requirements
10+ Years work experience
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