Director, Alternative Investments and Structured Products Offer Management
About The Position
The Director, Alternative Investments and Structured Products Offer Management, is part of Schwab’s Investment Platforms, Solutions, and Strategy organization and its Investment & Offer Solutions group. The group manages proprietary Separately Managed Account products and third-party product marketplaces, with a mission to provide a positive client experience while growing a key revenue stream. This role leads high-impact efforts to expand products and capabilities for third-party RIA custody and end clients through the Advisor Services Business. The Director supports existing product platforms and third-party relationships and defines and delivers a strategic roadmap to improve alternative investment and structured product capabilities for advisors and their clients. The role partners closely with Investor Services and internal product, research, operations, technology, legal, and compliance teams, as well as external asset managers and fintechs, to align strategy and advance priorities for RIA clients.
Requirements
- Experience leading and completing major initiatives in financial services, in consulting, product management, and/or internal strategy functions.
- Experience leading or managing high-performing, multidisciplinary teams through changing business challenges while developing a deep talent bench.
- Strong leadership, influencing, and motivating skills, with a record of building credibility and strong relationships with senior and working-team stakeholders.
- 10+ years of investment product or project management experience supporting Alternative Investments.
- 3+ years in strategy consulting or product/offer management.
- Bachelor’s degree required.
Nice To Haves
- Deep understanding of alternative investment products and strategies, distribution models for alternative investments, and demonstrated experience operating an alternative investment platform.
- Strong business judgment and analytical skills, curiosity, grit, and ability to solve problems and drive work forward.
- Strong project management skills, attention to detail, ability to multitask, and ability to work efficiently independently and with teams to meet tight deadlines.
- Comfort with ambiguity and ability to drive results autonomously in a dynamic, fast-moving work environment.
- Outstanding written and verbal communication and influencing skills, including developing materials and presenting to and persuading executive audiences.
- Strong relationship-building, partnership, and collaboration skills.
- MBA and/or equivalent post-MBA-level experience.
Responsibilities
- Lead efforts to expand products and capabilities for third-party RIA custody and end clients through the Advisor Services Business.
- Support existing product platforms and third-party relationships.
- Define and deliver the strategic roadmap for improving alternative investment and structured product capabilities for advisors and their clients.
- Partner with product leaders, research partners, Investor Services, Operations, Technology, Legal, and Compliance to align strategy and advance priorities.
- Collaborate with external partners, including asset managers and fintechs.
- Activate strategies and complete initiatives in support of clients and business partners.
- Lead major financial-services initiatives and develop high-performing multidisciplinary teams and a deep talent bench.
Benefits
- Bonus or incentive opportunities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
