Senior Manager, Third-Party Asset Manager Centralized Relationship Management

Charles Schwab; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

A leading financial services firm is seeking a Senior Manager for Third-Party Asset Manager Centralized Relationship Management. In this role, you will manage critical relationships within the Mutual Fund Marketplace and lead initiatives to enhance client experiences. The ideal candidate will have significant experience in project management, negotiation, and the mutual fund industry, with a strong emphasis on building relationships across various stakeholders.

Benefits

401(k) with company match

Paid time for vacation and volunteering

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• 5+ years' experience in financial services industry.
• Experience with mutual funds and ETFs.
• Ability to negotiate with internal and external parties.

Responsibilities

• Manage initiatives for Schwab’s Mutual Fund Marketplace.
• Serve as primary contact for asset manager relationships.
• Lead negotiations on contract terms.

Skills

Project Management

Negotiation

Relationship Management

Critical Thinking

Education

Bachelor’s Degree

Tools

SQL

Morningstar

Job description

Senior Manager, Third-Party Asset Manager Centralized Relationship Management

Join to apply for the Senior Manager, Third-Party Asset Manager Centralized Relationship Management role at Charles Schwab

Senior Manager, Third-Party Asset Manager Centralized Relationship Management

19 hours ago Be among the first 25 applicants

Join to apply for the Senior Manager, Third-Party Asset Manager Centralized Relationship Management role at Charles Schwab

Get AI-powered advice on this job and more exclusive features.

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 locations.

Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management investment products and solutions to both retail and registered investment advisor (RIA) clients.

Within WAS, the Senior Manager, Third-Party Asset Manager Centralized Relationship Management will be a part of the Investment Offers & Solutions (IOS) group’s Mutual Fund and ETF platform relationship management team. Our mission is to provide a positive experience for Schwab clients that invest in these products.

The Senior Manager, Third-Party Asset Manager Centralized Relationship Management will be responsible for managing initiatives for Schwab’s Mutual Fund Marketplace (MFMP) which has over 17,000 mutual funds from over 600 mutual fund families, including

• Serving as the primary point of contact for most of Schwab’s asset manager relationships on topics such as mutual fund availability, fund adds, fund maintenance and the utilization of Schwab systems to manage these changes
• Acting as business lead on negotiations of contract terms with asset managers
• Partnering with key stakeholders in Advisor and Investor Services, Retirement and Clearing enterprises to support requests and resolve issues related to the MFMP
  
  

What you have

Required Qualifications

• Bachelor’s degree and minimum of 5 years’ relevant experience managing complex initiatives in the financial services industry.
• Mutual Fund and ETF industry experience.
• Experience negotiating / interacting with external and internal parties and the utilization of both assertiveness and diplomacy to reach favorable outcomes.
• Strong project management experience with cross-functional project management and relationship building skills; can work in both a strategic and executional capacity.
  
  

Preferred Qualifications

• Prior experience with wealth or asset management
• Understanding of SQL and database management systems
• Experience with Morningstar
• Critical thinking skills to break down complex situations and pinpoint root causes with a focus on solutions to drive improvements.
• Demonstrated ability to zoom in to scrutinize specifics while also zooming out to understand how those details fit into broader goals.
• Possesses emotional intelligence and strong communication skills to build trust and align others with a vision or goal to gain buy-in.
• Highly resourceful, adaptable, and creative problem solver, who can thrive in a dynamic environment, solve issues with urgency as they arise, and drive progress in ambiguous situations.
• Strong communication skills: articulate, clear and compelling in speech and writing.
• Ability to tell stories with data and develop them into robust presentations.
• A positive attitude, enthusiasm, professionalism, and a strong work ethic.
  
  

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Charles Schwab by 2x

Sign in to set job alerts for “Senior Asset Manager” roles.

Director, Asset & Fund Management, Logistics (Based in Chicago, United States)

Lisle, IL $180,000.00-$220,000.00 1 month ago

Chicago, IL $100,000.00-$145,000.00 1 day ago

Alternatives Investment Director - Private Credit

Schaumburg, IL $114,720.00-$172,080.00 1 day ago

Director, Energy & Utilities, Enterprise Asset Management

Senior Director Product Management, Financial Services (Asset and Wealth Management)

Project Manager II - Enterprise Asset Management

Senior Relationship Manager (External Wholesaler, Wealth Channel) Chicago

Chicago, IL $137,400.00-$233,600.00 3 days ago

SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN

Oliver Wyman - Director of Talent Strategy, Actuarial, Insurance & Asset Management - Americas

Associate Asset Manager/Investment Associate

Chicago, IL $119,500.00-$256,900.00 1 day ago

Rosemont, IL $119,500.00-$256,900.00 1 day ago

Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)

Chicago, IL $190,000.00-$225,000.00 2 weeks ago

PEPI: Manager, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS)

Chicago, IL $125,000.00-$190,000.00 6 days ago

Asset & Wealth Management, Strategic Accounts, Relationship Manager, Insurance and Retirement Distribution, Vice President

Investment Officer- Diverse and Emerging Managers

Advisory Services: Multifamily Asset Manager - Chicago, IL

Chicago, IL $123,400.00-$216,000.00 3 days ago

Senior Asset Manager - Affordable Housing

Chicago, IL $90,000.00-$110,000.00 3 weeks ago

Rosemont, IL $90,000.00-$100,000.00 3 weeks ago

Senior Manager - FSA Actuarial Asset Modeling

Greater Chicago Area $130,000.00-$170,000.00 2 days ago

Manager, Contracts and Asset Management Lifecycle Management

Bensenville, IL $90,000.00-$110,000.00 12 hours ago

Manager, Contracts and Asset Management Lifecycle Management

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.