Senior Manager Proprietary Managed Account Offers

Charles Schwab Corporation; Westlake (TX); Vor Ort; USD 140.000 - 190.000; Vollzeit

Zusammenfassung

Charles Schwab Corporation seeks a Senior Manager for Proprietary Managed Account Offers in Westlake, TX. You will define product strategy, translate market and client insights into roadmaps, and lead initiatives from development through execution.

You will collaborate across Asset Management, Legal, Compliance, Finance, Operations, and Technology to balance priorities, drive growth, and enhance client value in a fast-changing environment. This role is on-site with bonus opportunities.

Qualifikationen

• Bachelor’s degree required.
• 5+ years in strategy, consulting, product development, or offer management.
• Strategic thinking with roadmapping and measurable outcomes.
• Data analysis to evaluate client needs, finance, market trends, and impacts.
• Project management across priorities and deadlines.
• Strong written and verbal communication for exec audiences.

Aufgaben

• Define product strategy and translate insights into actionable roadmaps.
• Lead strategic initiatives from development through execution.
• Collaborate with cross-functional teams to influence priorities and outcomes.

Kenntnisse

Strategic thinking

Data analysis

Problem solving

Project management

Decision making

Communication

Ausbildung

Bachelor’s degree

MBA (preferred)

Tools

PowerPoint

Excel

Jobbeschreibung

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.