Director, Alternative Investments and Structured Products Offer Management

Charles Schwab; Westlake (TX); On-site; USD 180,000 - 230,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off & sabbatical after 5 yrs

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Director of Alts and Structured Products Offer Management to lead high-impact initiatives expanding our third-party product marketplace and Advisor Services capabilities. You will define and deliver the strategic roadmap for alts and structured products, collaborating with internal partners and external managers to drive growth for RIA custody and end clients.

The role requires 10+ years in investment product or project management, with 3+ years in strategy consulting

Qualifications

• Experience leading major initiatives in financial services.
• Proven ability to manage cross-functional teams and stakeholders.
• Strong strategic thinking and analytical skills.

Responsibilities

• Define and deliver the strategic roadmap for alt investments and structured products.
• Lead initiatives to expand third-party RIA custody and client offerings.
• Collaborate with internal partners and external managers to align priorities and execution.
• Build credibility with executives and maintain partner relationships.

Skills

Leadership

Stakeholder management

Strategy development

Investment product management

Project management

Education

Bachelor’s degree

MBA preferred

Job description

Your opportunity

At Schwab, you’re empowered to make an impact. 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 fully intend for the selected candidate for this role to work on site in the specified location(s).

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Schwab’s Investment Platforms, Solutions, and Strategy (SIPSS) organization brings together leaders across existing and emerging investment product areas, including digital assets, private markets, third-party products and platforms, separately managed accounts, digital advice, and product strategy. This team is focused on building a premier investment product suite that meets the evolving needs of Schwab clients while supporting long-term business growth.

Within SIPSS, The Director, Alternative Investments (Alts) and Structured Products Offer Management, will be a part of the Investment & Offer Solutions (IOS) group. IOS is a team of curious and optimistic employees responsible for managing our proprietary Separately Managed Account products and third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529). Our mission is to provide a positive experience for Schwab clients that invest in these products, while growing a key revenue stream.

The Director, Alts and Structured Products Offer Management will be responsible for leading high-impact efforts to expand the products and capabilities we provide our third-party RIA custody and end clients via our Advisor Services Business. In addition to supporting our existing product platforms and third-party relationships, this individual will be tasked with defining and delivering the strategic roadmap to improve our alts and structured products capabilities for our advisors and their clients. Given the rapid growth in client and advisor demand for this asset class, this is a high-impact role that requires the ability to effectively and efficiently solve complex problems and maintain close partnership with the Investor Services business.

The Director will work closely with internal partners (e.g., product leaders, research partners, and leaders across Investor Services, Operations, Technology, Legal and Compliance) and external partners (e.g., asset managers, fintechs, etc.) to ensure strategic alignment and progress on priorities to support our RIA clients. The Director will be energetic and enthusiastic about serving clients and our business partners, activating strategies, completing initiatives, and financial services broadly - with a particular focus on Alternative Investments.

What you have

• Experience leading and completing major initiatives in financial services - consulting, product management and/or internal strategy functions
• Led or managed highly performing, multi-discipline teams to meet changing business challenges, all while developing a deep talent bench
• Strong leadership, influencing and motivating skills; proven success in building credibility and strong relationships with peers and stakeholders (both at the Senior and Working Team level)
• 10+ years investment product or project management experience, supporting Alternative Investments
• 3+ years in strategy consulting or product/offer management
• Bachelor’s degree required

Preferred Qualifications

• Deep understanding of alternative investment products and strategies, distribution models for alternative investments, and demonstrated experience operating an alternative investment platform
• A curious thinker with strong business judgment and analytical skills who, through grit, can solve problems and keep driving work forward
• 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
• High degree of comfort dealing with ambiguity, motivated to drive results while operating autonomously in a dynamic and fast-moving work environment
• Outstanding communication and influencing skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to and persuading executive audiences
• Dynamic relationship building, partnership, and collaborative skills
• MBA and/or equivalent post-MBA level experience a plus

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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration - so you can build the skills to make a lasting impact. 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 plan
• Paid time for vacation, volunteering, and 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