Senior Manager Proprietary Managed Account Offers
About The Position
At Schwab, the Senior Manager, Proprietary Managed Account Offers will help define product strategy, translate market and client insights into actionable roadmaps, and lead strategic initiatives from development through execution. The role evaluates trends, financial metrics, competitive positioning, pricing, and business tradeoffs to prioritize enhancements that strengthen client value and support sustainable growth. The position is part of Schwab Investment Platforms, Solutions, and Strategy, within the Managed Account Offers team, which guides the end-to-end strategy and ongoing evolution of Schwab’s proprietary separately managed account solutions. Success requires thoughtful problem solving, sound decision-making, and adaptability in a dynamic environment. The Senior Manager builds collaborative relationships across Asset Management, Legal, Compliance, Finance, Operations, and Technology to influence priorities, navigate competing perspectives, and deliver outcomes for Schwab clients. The selected candidate is expected to work on site in the specified location(s). Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. The role is eligible for bonus or incentive opportunities in addition to the salary range.
Requirements
- Bachelor’s degree.
- 5+ years of experience in strategy, consulting, product development, or offer management.
- Strategic thinking and product strategy skills, including translating a vision into actionable roadmaps and measurable outcomes.
- Data analysis and problem-solving skills used to evaluate client needs, financial information, market trends, and business impacts.
- Project management skills, including managing multiple priorities and delivering work within established deadlines.
- Decision-making skills for evaluating tradeoffs, risks, and competing business priorities.
- Strong written and verbal communication skills, including developing recommendations and presenting to executive audiences.
- Currently authorized to work in the United States on a full-time basis without employer sponsorship.
Nice To Haves
- MBA or equivalent advanced business experience.
- Experience within financial services or a consulting firm.
- Experience supporting separately managed accounts or other investment management products.
- Product management and market analysis skills applicable to product positioning, pricing, enhancements, and lifecycle decisions.
- Stakeholder management and cross-functional collaboration skills to build consensus and influence partners.
- Adaptability in response to changing priorities, evolving market conditions, and ambiguous business challenges.
- Proficiency with Microsoft PowerPoint and Microsoft Excel.
- Experience developing business cases and translating complex analysis into clear, compelling recommendations.
Responsibilities
- Help define product strategy for Schwab’s proprietary separately managed account solutions.
- Translate market and client insights into actionable roadmaps.
- Lead strategic initiatives from development through execution.
- Evaluate trends, financial metrics, competitive positioning, pricing, and business tradeoffs to prioritize enhancements.
- Build collaborative relationships across Asset Management, Legal, Compliance, Finance, Operations, and Technology.
- Influence priorities, navigate competing perspectives, and deliver meaningful outcomes for Schwab clients.
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
