Job Information

Charles Schwab Senior Manager, Platform Strategy in San Francisco, California

Your Opportunity

The Asset Management Client Solutions (AMCS) team is responsible for managing our 3rd party platforms – maintaining a vibrant client experience while growing a revenue stream which is vital to Schwab’s overall financial health. To do this, we develop new products and services for clients, build relationships with third-party asset management partners, maintain a healthy offering (e.g. by adding new funds or resources), and work effectively with outside firms to create a positive client experience. The AMCS team manages the following products: Mutual Funds, Managed Accounts, ETFs, Annuities & Insurance, and Alternative Investments.

The Senior Manager, AMCS Strategy, will be a key member of the team, focused on supporting strategic initiatives that cross product platforms, as well as intersecting with the priorities of key business partners in Investor Services, Advisor Services and the other teams within our broader asset management organization (Schwab Asset Management Services, or SAMS).

What you’re good at

Reporting into the Managing Director, AMCS Strategy, the Senior Manager will be focused on delivering high-value strategic projects for the AMCS and SAMS businesses, which encompass all of Schwab’s money management and portfolio advice solutions. . The overall SAMS team is passionately committed to providing solutions that help Schwab clients achieve their financial goals. Beyond AMCS, SAMS includes:

  • Charles Schwab Investment Management (CSIM), the investment advisor for the Schwab Funds mutual funds and ETFs;

  • Charles Schwab Investment Advisory (CSIA), which includes all of our proprietary managed accounts, including Schwab Intelligent Portfolios, Schwab Managed Portfolios, Windhaven Investments and ThomasPartners;

  • The Schwab Center for Financial Research (SCFR).

The Senior Manager will work closely with internal partners to develop and implement strategies to address changing industry trends, evolve our business and economic model, pursue market growth opportunities and improve internal business processes and operations.

The successful candidate must be energetic and enthusiastic about strategy, analytics and financial services. He/she will be a self-motivated, resulted oriented independent contributor and have the ability to partner with and influence a wide range of partners, including senior leaders across the business.

What you have

  • 3-5 years of work experience in consulting, investment banking, corporate development and/or internal strategy function; prior experience in financial services strongly preferred

  • Bachelor’s degree

  • High degree of comfort dealing with ambiguity; comfort in a dynamic and fast-moving work environment

  • A strategic thinker with strong business judgment and analytical skills, who is able to problem solve as issues arise

  • Strong project management skills, including attention to detail and the ability to multi-task and work efficiently (independently and with teams), to meet tight deadlines

  • Dynamic relationship building and partnerships skills; a strong team player with experience leading others indirectly

  • Robust communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to and persuading audiences

  • Highly capable user of PowerPoint and Excel

  • Strong preference for prior experience in Financial Services including experience with financial products, asset management and/or the retail brokerage industry in general

Apply for this job

Refer a friend

Why Schwab?

At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees:

: a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

Job Locations US-CA-San Francisco | US-CO-Lone Tree

Requisition ID 2019-49635

Posted Date 3 days ago (1/23/2020 4:11 PM)

Category Product & Project Management