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Senior Manager, Wealth Strategy

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-10-15
Job specializations:
  • Management
    Wealth Management
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 140000 - 230000 USD Yearly USD 140000.00 230000.00 YEAR
Job Description & How to Apply Below
Position: Senior Manager, Wealth Offer Strategy

Charles Schwab is seeking a Senior Manager for the Schwab Wealth Advisory Offer Management team in Raleigh, NC. You will drive governance, analytics, and implementation of wealth investment solutions, partnering with risk, compliance, technology, and business leaders to deliver scalable client experiences.

You will shape investment frameworks, oversee onboarding processes, and lead cross-functional initiatives to meet client needs and Schwab's investment philosophy.

We are currently recruiting a Senior Manager, Wealth Offer Strategy for our team in Raleigh, NC, United States.

Our group is growing, and we are hiring a Senior Manager, Wealth Offer Strategy in Raleigh, NC, United States.

This role is for the Senior Manager, Wealth Offer Strategy role at Charles Schwab.

We are seeking a motivated Senior Manager, Wealth Offer Strategy to join Charles Schwab in Raleigh, NC, United States.

Position Requirements
10+ Years work experience
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