Your opportunity

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.

The Communications with the Public (CWTP) Project Manager will be responsible for supporting and coordinating the review and approval process for SAM’s mutual fund and ETF (Exchange Traded Fund) product-related marketing and advertising collateral, investment adviser communications, and other print and electronic communications. This individual contributor role within SAM Product Management & Innovation will provide guidance to product managers and other content submitters to help ensure collateral adheres to internal and regulatory guidelines applicable to the CWTP review and approval process.

The successful candidate will play a key role in the CWTP and disclosure management process, supporting various business partners by effectively directing the flow of work – from document intake, through various phases of review, to final approval.

Coordinate and facilitate the review and approval process for multiple communications, ensuring both efficiency and compliance with department proceduresManage and track the status of numerous document review “projects,” coordinating traffic, communicating status, and facilitating all necessary follow-up between document owners and reviewersProcess and prioritize Workfront submissions from internal document owners, including Marketing, Sales, Public Relations, and Product ManagementBe a subject matter expert (SME) on the department CWTP procedures, as well as Workfront software functionality to support the processServe as a primary point of contact for internal and external reviewers, including Business SMEs (Subject Matter Expert), Legal, Compliance and Series 24 PrincipalsMaintain accurate documentation on behalf of document owners to ensure timely filing and proper recordkeeping, as required by FINRA (Financial Industry Regulatory Authority)Assist with ensuring specific Disclosure Documents and disclosures are reviewed, updated, and maintained in line with disclosure management standardsClosely work with partners to optimize, streamline, and identify opportunities to create efficiencies and process enhancementsCross-train on other Business and Regulatory Communications team functions as neededResponsibilities may vary based on department need and prioritiesWhat you have
Highly organized, self-directed, and able to follow established procedures consistentlyAbility to establish and execute high-quality, consistent work product5+ years of relevant and proven project management experience, preferably in the financial services industry Bachelor’s degree highly preferred (degree in Business or Finance a plus)Ability to work well under pressure; anticipate and adapt to continually changing workload priorities; and effectively manage multiple tasksSolid proficiency using Microsoft Word, Excel, PowerPoint, and Outlook; experience with Workfront a plusWorking knowledge of FINRA and SEC (Securities and Exchange Commission) advertising rules and regulations related to ETF and mutual fund communications, including FINRA Rule 2210 and SEC Rule 482, preferredStrong technical skills, with ability to quickly learn project management and workflow software/toolsHighly effective planning, organization, and project management skillsPositive attitude with excellent written and verbal communication skills, and a demonstrated ability to successfully collaborate with multiple business partners

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job