Charles Schwab
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 intend for the selected candidate to work onsite in one of the specified locations.
Within Schwab’s Wealth & Advice Solutions (WAS) organization,
Investment Offers & Solutions
(IOS) manages third‑party product marketplaces and proprietary managed accounts. Under IOS, Managed Accounts Solutions (MAS) delivers the end‑to‑end offer management for third‑party and proprietary managed investing, primarily Separately Managed Accounts (SMA). This role focuses on developing and supporting strategic initiatives for our third‑party Managed Accounts investment solutions for individual investors.
Key Responsibilities
Develop end‑to‑end vision, strategy, and multi‑year roadmap, and support ongoing management of our third‑party Managed Account program(s), e.g., Managed Account Select.
Understand our proprietary SMAs for collaboration and strategic considerations.
Conduct competitive and financial analysis to identify offer enhancements.
Assess trade‑off decisions and roadmap prioritization to innovate offerings and capture market share.
Gather insights to understand client needs and attitudes to design and 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 across the organization (Asset Management, Legal, Compliance, Finance, Operations, Technology) to plan and execute key projects.
Manage multiple priorities with a focus on advancing them individually, staying organized, meeting strict deadlines, communicating, and managing change in a changing and ambiguous work environment.
Required Qualifications
Bachelor’s degree required; MBA and/or equivalent post‑MBA level experience preferred.
5+ years of strategy, consulting, or product development/management 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, able 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, attention to detail, and ability to multi‑task and work efficiently (independently and with teams) to meet tight deadlines with minimal supervision.
Superior communication skills, written and verbal, with demonstrated ability to develop materials and present to diverse audiences, including executives.
Excellent collaborator who can understand, anticipate, and align with unique differences that our Sales, Service, Strategy, Digital, Data, and Technology teams have to achieve desired outcomes.
Successfully execute on multiple initiatives at the same time, autonomously, quickly, despite challenges, with great attention to detail.
Ability to weigh multiple perspectives, gain consensus, and influence key stakeholders.
General understanding/familiarity with separately managed account offerings.
What’s in it for you Our hybrid work and flexibility approach balances ongoing commitment to workplace flexibility with 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 a 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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Within Schwab’s Wealth & Advice Solutions (WAS) organization,
Investment Offers & Solutions
(IOS) manages third‑party product marketplaces and proprietary managed accounts. Under IOS, Managed Accounts Solutions (MAS) delivers the end‑to‑end offer management for third‑party and proprietary managed investing, primarily Separately Managed Accounts (SMA). This role focuses on developing and supporting strategic initiatives for our third‑party Managed Accounts investment solutions for individual investors.
Key Responsibilities
Develop end‑to‑end vision, strategy, and multi‑year roadmap, and support ongoing management of our third‑party Managed Account program(s), e.g., Managed Account Select.
Understand our proprietary SMAs for collaboration and strategic considerations.
Conduct competitive and financial analysis to identify offer enhancements.
Assess trade‑off decisions and roadmap prioritization to innovate offerings and capture market share.
Gather insights to understand client needs and attitudes to design and 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 across the organization (Asset Management, Legal, Compliance, Finance, Operations, Technology) to plan and execute key projects.
Manage multiple priorities with a focus on advancing them individually, staying organized, meeting strict deadlines, communicating, and managing change in a changing and ambiguous work environment.
Required Qualifications
Bachelor’s degree required; MBA and/or equivalent post‑MBA level experience preferred.
5+ years of strategy, consulting, or product development/management 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, able 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, attention to detail, and ability to multi‑task and work efficiently (independently and with teams) to meet tight deadlines with minimal supervision.
Superior communication skills, written and verbal, with demonstrated ability to develop materials and present to diverse audiences, including executives.
Excellent collaborator who can understand, anticipate, and align with unique differences that our Sales, Service, Strategy, Digital, Data, and Technology teams have to achieve desired outcomes.
Successfully execute on multiple initiatives at the same time, autonomously, quickly, despite challenges, with great attention to detail.
Ability to weigh multiple perspectives, gain consensus, and influence key stakeholders.
General understanding/familiarity with separately managed account offerings.
What’s in it for you Our hybrid work and flexibility approach balances ongoing commitment to workplace flexibility with 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 a 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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