Strategic Senior Manager, Proprietary Managed Accounts

Charles Schwab; Jersey City (NJ); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

PTO and sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Hybrid Work and Flexibility

Job summary

Schwab is seeking a Senior Manager to define product strategy for proprietary managed accounts and related offers. You will translate market and client insights into actionable roadmaps and lead initiatives from development through execution.

You will evaluate trends, financial metrics, pricing, and tradeoffs to strengthen client value and grow the business across multiple teams, including Asset Management, Legal, Compliance, and Technology.

Qualifications

• Bachelor's degree or higher required.
• 5+ years of experience in strategy, consulting, product development, or offer management.
• Strong strategic thinking and ability to translate vision into roadmaps with measurable outcomes.
• Data analysis and problem solving skills to evaluate client needs and market trends.
• Project management experience with multiple priorities and deadlines.
• Solid decision making skills for evaluating tradeoffs and risks.
• Excellent written and verbal communication, with experience presenting to executives.

Responsibilities

• Define product strategy and translate market insights into actionable roadmaps.
• Lead strategic initiatives from development through execution.
• Evaluate trends, pricing, and business tradeoffs to prioritize enhancements.
• Collaborate across departments to influence priorities and deliver client value.

Skills

Strategic thinking

Data analysis

Project management

Decision making

Communication

Education

Bachelor's degree

MBA or equivalent advanced degree

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

Schwab is seeking a Senior Manager to define product strategy for proprietary managed accounts and related offers. You will translate market and client insights into actionable roadmaps and lead initiatives from development through execution.

You will evaluate trends, financial metrics, pricing, and tradeoffs to strengthen client value and grow the business across multiple teams, including Asset Management, Legal, Compliance, and Technology.