Senior Manager, Third-Party Asset Manager Centralized Relationship Management

Charles Schwab; San Francisco (CA); On-site; USD 135,000 - 175,000; Full time

Job summary

Charles Schwab seeks a Senior Manager for Third-Party Asset Manager Centralized Relationship Management in San Francisco. This role involves managing initiatives related to a vast mutual fund marketplace, ensuring positive client experiences while collaborating with key stakeholders. Candidates must possess strong project management skills and relevant industry experience, along with a commitment to workplace flexibility within a supportive company culture.

Benefits

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Paid vacation and volunteering

Qualifications

• 5+ years’ experience managing complex initiatives in financial services.
• Mutual Fund and ETF industry experience required.
• Strong communication skills for articulation of ideas.

Responsibilities

• Manage initiatives for Schwab's Mutual Fund Marketplace.
• Serve as primary contact for asset manager relationships.
• Negotiate contract terms with asset managers.

Skills

Negotiation

Project Management

Relationship Building

Critical Thinking

Communication

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

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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

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