Sr. Manager, Product Management

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

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5y

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Manager, Product Management – Core Investment Products & Asset Manager Relations to shape strategy and lifecycle management of investment products across Schwab’s mutual fund and product platforms.

You will drive governance, onboarding, and operational readiness, partnering across Product, Operations, Legal, Compliance, and external asset managers to deliver scalable product growth and strong client experiences.

Qualifications

• Bachelor’s degree required.
• 5+ years of relevant experience managing complex initiatives in the financial services industry.
• Mutual Fund and ETF industry experience preferred.
• Experience leading cross-functional initiatives across multiple stakeholder groups.
• Experience negotiating, influencing, or partnering to reach business outcomes.
• Ability to apply critical thinking and solve complex issues.

Responsibilities

• Lead governance, onboarding, operational readiness, and lifecycle management of investment products.
• Collaborate across Product, Operations, Technology, Legal, Compliance, Risk, Advisor Services, Investor Services, Retirement, Clearing, and external asset managers.
• Shape platform policies, pricing structures, and platform modernization initiatives.
• Balance business needs with risk considerations and regulatory expectations to deliver client experiences.

Skills

Product management

Relationship management

Stakeholder engagement

Problem solving

Education

Bachelor’s degree

Job description

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.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Schwab Investment Platforms, Solutions, & Strategy (SIPPS) offers industry-leading wealth management investment products and solutions to retail and registered investment advisor clients. As a Senior Manager, Product Management – Core Investment Products & Asset Manager Relations, you will help shape the strategy, governance, onboarding, operational readiness, and lifecycle management of investment products offered through Schwab’s mutual fund and investment product platforms.

In this role, you will partner across Product, Operations, Technology, Legal, Compliance, Risk, Advisor Services, Investor Services, Retirement, Clearing, and external asset managers to solve complex business challenges, support scalable product growth, strengthen operational efficiency, and contribute to an industry-leading client experience. You will lead work tied to mutual funds, interval funds, institutional products, platform policies, service models, operational controls, pricing structures, capacity management, trade availability controls, and platform modernization. This role requires strong product management, relationship management, stakeholder engagement, and problem-solving skills to move strategic initiatives from concept through execution while balancing business needs, risk considerations, regulatory expectations, and the evolving needs of Schwab clients and partners.

What you have

Required Qualifications

• Bachelor’s degree
• 5+ years of relevant experience managing complex initiatives in the financial services industry
• Mutual Fund and ETF industry experience
• Experience leading cross-functional initiatives that require product management, project management, relationship building, and execution across multiple stakeholder groups
• Experience negotiating, influencing, or partnering with internal and external parties to reach business outcomes
• Ability to apply critical thinking and problem solving to evaluate complex issues, identify root causes, and drive practical solutions
• Ability to connect detailed operational, product, or platform considerations to broader business goals and strategic priorities
• Strong communication skills with the ability to present complex information clearly and compellingly in speech, writing, and presentations
• Ability to use data, insights, and business context to build recommendations, tell a clear story, and support decision-making
• Ability to adapt in a dynamic environment, manage ambiguity, and drive progress with accountability and urgency

Preferred Qualifications

• Active FINRA Series 7 and 24 licenses
• Prior experience in wealth management or asset management
• Experience with Morningstar
• Experience with investment product onboarding, platform governance, product lifecycle management, operational controls, or pricing strategy
• Strong candidates will also have experience managing external partnerships or asset manager relationships
• Ability to collaborate across Product, Operations, Technology, Legal, Compliance, Risk, and client-facing business partners
• Ability to influence outcomes through sound judgment, professionalism, diplomacy, and business-focused decision-making
• Demonstrated curiosity, resilience, and accountability when leading complex work through change

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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