Senior Manager Product Management Alternative Investments

Charles Schwab Inc.•San Francisco, CA

2d•$120,000 - $180,000•Onsite

About The Position

At Schwab Asset Management, the Senior Manager, Product Manager will help shape, launch, and manage alternative investment solutions for individual investors and registered investment advisors. The role supports the lifecycle of alternative investment funds, including private credit, private equity, and private real estate, and combines product management expertise, alternative investments knowledge, and business judgment. As an individual contributor reporting to the Managing Director, this position partners with product, distribution, legal, sales, client service, and other business teams. It evaluates market opportunities, supports product growth, and helps ensure alignment among business priorities, client needs, regulatory commitments, and competitive trends. The role uses research, market insight, and stakeholder partnerships to influence product direction, support campaigns and positioning, and create clear, informative content for clients and business partners. The selected candidate is expected to work onsite at the specified location(s).

Requirements

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, including the ability to evaluate fund, industry, market, and competitive trends.
Strong written and oral communication skills, including the ability to create clear, informative content for clients, business partners, and internal stakeholders.
Ability to build effective partnerships and collaborate across legal, product, distribution, sales, client service, and other business teams.
Ability to manage multiple priorities independently in a high-volume, deadline-driven environment.
Strong proficiency in Microsoft Office Suite.
Must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Nice To Haves

CFA strongly preferred.
MBA preferred.
Series 7 license preferred.
Experience with options overlay strategies.
Experience supporting retail and institutional investment products, distribution channels, or client segments.
Strong regulatory compliance awareness and ability to partner with legal and business teams on ongoing regulatory and supervisory commitments.
Strong competitive analysis and market research skills, including identifying trends, evaluating opportunities, and supporting product positioning.
Strong stakeholder management and collaboration skills, including the ability to influence outcomes across cross-functional teams.
High level of organization, attention to detail, and priority management in a fast-paced, multiple-deliverable environment.
Passion for investing, following investment trends, and helping deliver solutions that support client outcomes.

Responsibilities

Help shape, launch, and manage alternative investment solutions.
Support the lifecycle of alternative investment funds, including private credit, private equity, and private real estate.
Partner with product, distribution, legal, sales, client service, and other business teams.
Evaluate market opportunities and support product growth.
Help align business priorities with client needs, regulatory commitments, and competitive trends.
Use research, market insight, and stakeholder partnerships to influence product direction.
Support campaigns and product positioning.
Create clear, informative content for clients, business partners, and internal stakeholders.