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.
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 proprietary Managed Accounts investment solutions. 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.
What you’ll do:
The Senior Manager is an individual contributor role that is vital to evolving the overall lineup of retail and institutional separately managed account offerings and supporting aspects such as offer design and 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
Design the end-to-end vision, strategy, and multi-year offer management roadmap for our proprietary SMAs (Wasmer Schroeder, Thomas Partners, Windhaven, Schwab Managed Portfolios, etc.).Lead/support ongoing management of offer governance, client experience and general business routines for our proprietary Managed AccountsAssess tradeoff decisions and roadmap prioritization to innovate offerings and capture market share.Understand our third-party Managed Accounts for collaboration and strategic considerationsGather 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 clientsMaintain consistent knowledge of market landscape and conduct competitive and financial analysis to identify offer enhancements.Collaborate 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 What you haveTo ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
Bachelor’s Degree5+ years of strategy, consulting, or product development/offer management work experience, preferably within a financial services firm or a top-tier consulting firmHigh 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 resultsExcellent problem-solving and data analysis skills, including ability to gather data and synthesize insights to understand client needs and business impacts to inform product designDemonstrated proficiency in storyboarding and translating data & insights into a compelling business case and recommendationExcellent 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 supervisionSuperior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to diverse types of audiences including executivesSuccessfully execute on multiple initiatives at the same time, autonomously, quickly, despite challenges, and with great attention to detailAbility to weigh multiple perspectives, gain consensus, and influence key stakeholdersGeneral understanding / familiarity with separately managed account offeringsExpert user of PowerPoint and ExcelPreferred Qualifications:
MBA and/or equivalent post-MBA level experience
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
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