Senior Manager Proprietary Managed Account Offers

Charles Schwab; Westlake (TX); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab is seeking a Senior Manager, Proprietary Managed Account Offers, to define product strategy and translate market insights into roadmaps. You will lead cross-functional initiatives, influence priorities, and drive growth for Schwab clients.

You will partner with Asset Management, Legal, Compliance, Finance, Operations, and Technology to deliver meaningful outcomes in a dynamic environment, with a focus on data-driven decision making and executive communication.

Qualifications

• Bachelor’s degree required.
• 5+ years of experience in strategy, consulting, product development, or offer management.
• Strong ability to translate vision into actionable roadmaps and measurable outcomes.
• Proven data analysis and problem-solving skills across client needs, financial data, market trends, and business impact.
• Solid project management skills with ability to manage multiple priorities and meet deadlines.
• Strong decision-making skills for evaluating tradeoffs, risks, and priorities.
• Excellent written and verbal communication, with ability to present to executives.

Responsibilities

• Define product strategy and translate insights into actionable roadmaps.
• Lead strategic initiatives from development through execution.
• Collaborate across departments to influence priorities and deliver outcomes for Schwab clients.

Skills

Bachelor’s degree

Strategy

Data analysis

Project management

Decision making

Communication

Executive presentation

Education

MBA or equivalent

Tools

PowerPoint

Excel

Job description

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.

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 Investment Platforms, Solutions, and Strategy brings together investment platforms, product solutions, and strategy teams to shape a modern, scalable investment product ecosystem. Within this organization, the Managed Account Offers team guides the end-to-end strategy and ongoing evolution of Schwab’s proprietary separately managed account solutions.

As Senior Manager, Proprietary Managed Account Offers, you will help define product strategy, translate market and client insights into actionable roadmaps, and lead strategic initiatives from development through execution. You will evaluate trends, financial metrics, competitive positioning, pricing, and business tradeoffs to prioritize enhancements that strengthen client value and support sustainable growth.

Success will require thoughtful problem solving, sound decision-making, and adaptability in a dynamic environment. You will build collaborative relationships across Asset Management, Legal, Compliance, Finance, Operations, and Technology to influence priorities, navigate competing perspectives, and deliver meaningful outcomes for Schwab clients.

What you have

Required Qualifications

• Bachelor’s degree
• 5+ years of experience in strategy, consulting, product development, or offer management
• Demonstrated Strategic Thinking and Product Strategy skills, including translating a vision into actionable roadmaps and measurable outcomes
• Demonstrated Data Analysis and Problem Solving skills used to evaluate client needs, financial information, market trends, and business impacts
• Demonstrated Project Management skills, including managing multiple priorities and delivering work within established deadlines
• Ability to apply Decision Making skills when evaluating tradeoffs, risks, and competing business priorities
• Strong written and verbal Communication skills, including developing recommendations and presenting to executive audiences

Preferred Qualifications

• MBA or equivalent advanced business experience
• Experience within financial services or a consulting firm
• Experience supporting separately managed accounts or other investment management products
• Ability to apply Product Management and Market Analysis skills to product positioning, pricing, enhancements, and lifecycle decisions
• Ability to use Stakeholder Management and Cross-Functional Collaboration skills to build consensus and influence partners
• Adaptability when responding to changing priorities, evolving market conditions, and ambiguous business challenges
• Proficiency with Microsoft PowerPoint and Microsoft Excel
• Experience developing business cases and translating complex analysis into clear, compelling recommendations

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