Director Alt Investments & Structured Products Strategy

Charles Schwab

Orlando (FL)

Presencial

USD 160 000 - 230 000

Tempo integral

há 4 horas
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Currículo e carta de apresentação personalizados, prontos a enviar.

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Vantagens oferecidas por esta oferta de emprego

401(k) with company match
Paid vacation
Sabbatical after 5 years
Parental leave
Tuition reimbursement
Health, dental, and vision insurance

Resumo da oferta

Charles Schwab in Orlando is seeking a Director of Alternative Investments and Structured Products Offer Management to lead expansion of alts capabilities for advisor services and third-party relationships. You will partner with product, investor services, and external managers to define strategic roadmaps and drive initiatives with senior stakeholders.

This role requires a track record in investment product or project management and deep financial services expertise.

Qualificações

  • Experience leading major initiatives in financial services (consulting, product management, or internal strategy).
  • Led multi-disciplinary teams to meet evolving business challenges.
  • Strong leadership and relationship-building with peers and stakeholders.

Responsabilidades

  • Lead initiatives to expand alts and structured products for third-party RIA custody and end clients.
  • Define strategic roadmap for alts/structured products in advisor services.
  • Collaborate with product, investor services, and external partners to align priorities and deliver results.

Conhecimentos

Leadership
Strategy development
Financial services
Alts knowledge
Project management
Stakeholder management

Formação académica

Bachelor's degree
MBA (preferred)

Ferramentas

Excel
PowerPoint

Descrição da oferta de emprego

Charles Schwab in Orlando is seeking a Director of Alternative Investments and Structured Products Offer Management to lead expansion of alts capabilities for advisor services and third-party relationships. You will partner with product, investor services, and external managers to define strategic roadmaps and drive initiatives with senior stakeholders.

This role requires a track record in investment product or project management and deep financial services expertise.

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