Product Manager, Schwab Asset Management

Charles Schwab Inc.•Lone Tree, CO

13d•$100,000 - $140,000•Onsite

About The Position

Schwab Asset Management (SAM) is one of the industry’s largest asset managers, dedicated to helping investors achieve their financial goals through a focused lineup of ETFs, mutual funds, separately managed accounts, and multi-asset investment solutions. As part of the Product Management and Innovation team, this role offers the opportunity to directly support the continued growth of Schwab Asset Management’s Model Portfolios business while contributing to broader multi-asset investment offerings. Reporting to the Senior Manager, Product Strategy and Development, you will play a key role in delivering product-related initiatives that influence business growth, client engagement, and investment solution positioning. Success in this role requires the ability to coordinate multiple priorities while collaborating across product management, sales, distribution, marketing, operations, compliance, and investment teams. You will help drive product enhancements, product launch activities, quarterly and annual reporting, governance and regulatory communications, research initiatives, and data validation efforts that support informed business decisions. In addition, you will help create and maintain client-facing materials, marketing collateral, and asset allocation frameworks, that support the firm’s distribution strategy and enhance the client experience. As a highly visible individual contributor, you will leverage analytical thinking, communication, collaboration, and problem-solving skills to deliver high-quality outcomes in a fast-paced environment while contributing to Schwab’s mission of helping investors achieve better financial outcomes.

Requirements

Bachelor’s degree or equivalent experience
3+ years of experience in financial services with demonstrated knowledge of financial markets and investment products
Demonstrated ability to organize, prioritize, and manage multiple deliverables in a deadline-driven environment
Strong Analytical Thinking skills with the ability to evaluate information, validate data, identify issues, and support decision-making
Proven Attention to Detail when managing reporting, client communications, research, and product-related materials
Strong Communication skills, including the ability to create clear written content and effectively communicate with a variety of stakeholders
Demonstrated Building Collaborative Relationships skills and ability to work effectively across cross-functional teams
Strong Problem Solving capabilities with the ability to navigate ambiguity and develop practical solutions
Ability to work independently while maintaining accountability for high-quality outcomes
Proficiency with Microsoft Office Suite, including Excel, PowerPoint, and Word
Commitment to delivering a high standard of service and stakeholder support
Currently authorized to work in the United States on a full-time basis without employer sponsorship.

Nice To Haves

Series 7 license
Experience supporting investment products, model portfolios, asset allocation strategies, or multi-asset investment solutions
Experience creating client-facing presentations, marketing materials, or product positioning content
Demonstrated Adaptability in managing changing priorities and evolving business needs
Experience supporting product launches, product enhancements, governance activities, regulatory communications, or RFP responses
Familiarity with investment research, portfolio analytics, or product development processes

Responsibilities

Drive product enhancements, product launch activities, quarterly and annual reporting, governance and regulatory communications, research initiatives, and data validation efforts.
Create and maintain client-facing materials, marketing collateral, and asset allocation frameworks.
Support the continued growth of Schwab Asset Management’s Model Portfolios business.
Contribute to broader multi-asset investment offerings.
Coordinate multiple priorities while collaborating across product management, sales, distribution, marketing, operations, compliance, and investment teams.