Charles Schwab
Sr. Manager, Managed Accounts Offer Design
Charles Schwab, San Francisco, California, United States, 94199
Sr. Manager, Managed Accounts Offer Design
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work onsite in one of the specified locations.
Schwab’s Wealth & Advice Solutions (WAS) organization drives our strategy to create an integrated Wealth and Advice Solutions business and prioritize the investments we make in them. Within WAS, Investment Offers & Solutions (IOS) is responsible for managing our third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529) as well as our proprietary Separately Managed Accounts. Our mission is to provide a positive experience for the Schwab clients that invest in these products, while growing a revenue stream which is vital to Schwab’s overall financial health.
Within IOS, Managed Accounts Solutions (MAS) is responsible for the end-to-end offer management for our third-party and proprietary managed investing, primarily Separately Managed Accounts (SMA). To do this, we maintain a robust product offering (e.g. by developing new offers, enhancing existing offers, or adding resources to the platforms), develop new tools and research for clients, build relationships with third-party and proprietary asset management partners, and work effectively with internal partners and outside firms to create a strong positive client experience. Serving individual investors, registered investment advisors (RIAs), retirement plans, and other institutional clients, our Managed Accounts offers are a centralized and shared resource for the firm.
As a member of the team, you will have the opportunity to be responsible for developing and supporting strategic initiatives for our third-party Managed Accounts investment solutions for individual investors. These initiatives include addressing changing industry trends, evolving our business and economic model, pursuing market growth opportunities, intended to significantly enhance and expand our ability to meet our clients’ needs for Managed Accounts, including evolving our platforms to be more modern and competitive.
The Senior Manager is an individual contributor role that is vital to evolving the overall lineup of retail separately managed account offerings and supporting aspects such as offer development, positioning, enhancements, and pricing. The successful candidate must be energetic and enthusiastic about strategy, analytics, and financial services. The candidate will also need to be self-motivated, results oriented, and able to help lead strategic initiatives from initiation to execution.
Key Responsibilities
Developing end-to-end vision, strategy, and multi-year roadmap and supporting ongoing management of our third-party Managed Account program(s), e.g., Managed Account Select
General understanding of our proprietary SMAs for collaboration and strategic considerations
Understanding market landscape and conducting competitive and financial analysis to identify offer enhancements
Assessing tradeoff decisions and roadmap prioritization to innovate offerings and capture market share
Gather insights to understand client needs and attitudes to design and/or position products, develop product maps to evolve our offers and drive value for our clients
Lead/support ongoing management of our platforms related to governance, client experience and general business routines
Collaborate with and develop strong relationships with key partners across the organization (including but not limited to Asset Management, Legal, Compliance, Finance, Operations, Technology), to plan and execute key projects
Ability to manage multiple priorities at a time with a focus on advancing them individually, staying organized, meeting strict deadlines, communicating and managing change. Ability to operate in a changing and ambiguous work environment.
What you have Required Qualifications
Bachelor’s Degree required; MBA and/or equivalent post-MBA level experience preferred
5+ years of strategy, consulting, or product development/management work experience, preferably within a financial services firm or a top-tier consulting firm
Expert user of PowerPoint and Excel
Preferred Qualifications
High degree of comfort dealing with ambiguity; comfort in a dynamic and fast-moving work environment
Strategic thinker, with ability to formulate compelling vision and strategy and translate that to actionable roadmaps and results
Excellent problem-solving and data analysis skills, including ability to gather data and synthesize insights to understand client needs and business impacts to inform product design
Demonstrated proficiency in storyboarding and translating data & insights into a compelling business case and recommendation
Excellent project management skills, including attention to detail and the ability to multi-task and work efficiently (independently and with teams), to meet tight deadlines with minimal supervision
Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to diverse types of audiences including executives
Excellent collaborator that can understand, anticipate, and know the unique differences that our Sales, Service, Strategy, Digital, Data, and Technology teams have and how to align them to achieve the desired outcomes
Successfully execute on multiple initiatives at the same time, autonomously, quickly, despite challenges, and with great attention to detail
Ability to weigh multiple perspectives, gain consensus, and influence key stakeholders
General understanding / familiarity with separately managed account offerings
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
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We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work onsite in one of the specified locations.
Schwab’s Wealth & Advice Solutions (WAS) organization drives our strategy to create an integrated Wealth and Advice Solutions business and prioritize the investments we make in them. Within WAS, Investment Offers & Solutions (IOS) is responsible for managing our third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529) as well as our proprietary Separately Managed Accounts. Our mission is to provide a positive experience for the Schwab clients that invest in these products, while growing a revenue stream which is vital to Schwab’s overall financial health.
Within IOS, Managed Accounts Solutions (MAS) is responsible for the end-to-end offer management for our third-party and proprietary managed investing, primarily Separately Managed Accounts (SMA). To do this, we maintain a robust product offering (e.g. by developing new offers, enhancing existing offers, or adding resources to the platforms), develop new tools and research for clients, build relationships with third-party and proprietary asset management partners, and work effectively with internal partners and outside firms to create a strong positive client experience. Serving individual investors, registered investment advisors (RIAs), retirement plans, and other institutional clients, our Managed Accounts offers are a centralized and shared resource for the firm.
As a member of the team, you will have the opportunity to be responsible for developing and supporting strategic initiatives for our third-party Managed Accounts investment solutions for individual investors. These initiatives include addressing changing industry trends, evolving our business and economic model, pursuing market growth opportunities, intended to significantly enhance and expand our ability to meet our clients’ needs for Managed Accounts, including evolving our platforms to be more modern and competitive.
The Senior Manager is an individual contributor role that is vital to evolving the overall lineup of retail separately managed account offerings and supporting aspects such as offer development, positioning, enhancements, and pricing. The successful candidate must be energetic and enthusiastic about strategy, analytics, and financial services. The candidate will also need to be self-motivated, results oriented, and able to help lead strategic initiatives from initiation to execution.
Key Responsibilities
Developing end-to-end vision, strategy, and multi-year roadmap and supporting ongoing management of our third-party Managed Account program(s), e.g., Managed Account Select
General understanding of our proprietary SMAs for collaboration and strategic considerations
Understanding market landscape and conducting competitive and financial analysis to identify offer enhancements
Assessing tradeoff decisions and roadmap prioritization to innovate offerings and capture market share
Gather insights to understand client needs and attitudes to design and/or position products, develop product maps to evolve our offers and drive value for our clients
Lead/support ongoing management of our platforms related to governance, client experience and general business routines
Collaborate with and develop strong relationships with key partners across the organization (including but not limited to Asset Management, Legal, Compliance, Finance, Operations, Technology), to plan and execute key projects
Ability to manage multiple priorities at a time with a focus on advancing them individually, staying organized, meeting strict deadlines, communicating and managing change. Ability to operate in a changing and ambiguous work environment.
What you have Required Qualifications
Bachelor’s Degree required; MBA and/or equivalent post-MBA level experience preferred
5+ years of strategy, consulting, or product development/management work experience, preferably within a financial services firm or a top-tier consulting firm
Expert user of PowerPoint and Excel
Preferred Qualifications
High degree of comfort dealing with ambiguity; comfort in a dynamic and fast-moving work environment
Strategic thinker, with ability to formulate compelling vision and strategy and translate that to actionable roadmaps and results
Excellent problem-solving and data analysis skills, including ability to gather data and synthesize insights to understand client needs and business impacts to inform product design
Demonstrated proficiency in storyboarding and translating data & insights into a compelling business case and recommendation
Excellent project management skills, including attention to detail and the ability to multi-task and work efficiently (independently and with teams), to meet tight deadlines with minimal supervision
Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to diverse types of audiences including executives
Excellent collaborator that can understand, anticipate, and know the unique differences that our Sales, Service, Strategy, Digital, Data, and Technology teams have and how to align them to achieve the desired outcomes
Successfully execute on multiple initiatives at the same time, autonomously, quickly, despite challenges, and with great attention to detail
Ability to weigh multiple perspectives, gain consensus, and influence key stakeholders
General understanding / familiarity with separately managed account offerings
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Referrals increase your chances of interviewing at Charles Schwab by 2x
Get notified about new Senior Account Manager jobs in
San Francisco, CA .
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr