Senior Product Manager, Alternative Investments

Charles Schwab; San Francisco (CA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation, volunteering,

Sabbatical after every 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab's Asset Management division seeks a Sr. Manager, Product Manager to shape and manage alternative investment solutions across private credit, private equity, and private real estate.

In this individual contributor role, you will partner with product, distribution, legal, sales, and client service teams to evaluate opportunities, drive product growth, and ensure alignment with client needs and regulatory commitments.

Qualifications

• 6+ years of product management experience.
• Bachelor’s degree or equivalent experience.
• Experience with Alternative Investments, including private credit, private equity, private real estate, or similar investment strategies.
• Solid understanding of financial markets and investment products.
• Ability to apply Product Management, Product Strategy, and Business Acumen to support product development, product lifecycle management, and business growth.
• Strong Data Analysis, Research Analysis, and Problem Solving skills.
• Strong Written and Oral Communication skills for clients, partners, and internal stakeholders.
• Ability to collaborate across legal, product, distribution, sales, client service, and other teams.
• Ability to manage multiple priorities independently in a high-volume, deadline-driven environment.
• Strong proficiency in Microsoft Office Suite.

Responsibilities

• Lead lifecycle management of a suite of alternative investment funds (private credit, private equity, private real estate).
• Partner across product, distribution, legal, sales, client service, and other teams to evaluate market opportunities and drive growth.
• Translate product expertise into clear, informative content for clients and business partners.
• Influence product direction and support campaigns and positioning.
• Collaborate across teams in a fast-moving environment to meet regulatory commitments and competitive trends.

Skills

Product management

Alternative Investments

Financial markets

Data analysis

Written communication

Cross-functional collaboration

Multitasking

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Charles Schwab's Asset Management division seeks a Sr. Manager, Product Manager to shape and manage alternative investment solutions across private credit, private equity, and private real estate.

In this individual contributor role, you will partner with product, distribution, legal, sales, and client service teams to evaluate opportunities, drive product growth, and ensure alignment with client needs and regulatory commitments.