Senior Manager, Proprietary Managed Account Strategy

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Strategic thinking

Data analysis

Problem solving

Project management

Decision making

Communication

Education

Bachelor’s degree

MBA (preferred)

Tools

PowerPoint

Excel

Job description

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.