Sr. Manager, Client Enrollment Managed Accounts Strategy
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us 'challenge the status quo' and transform the finance industry together. Schwab's Wealth & Advice Solutions (WAS) organization drives our strategy to create an integrated Wealth and Advice Solutions business and prioritize the investments we make in them. Within WAS, Investment Offers & Solutions (IOS) is responsible for managing our third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529) as well as our proprietary Separately Managed Accounts. Our mission is to provide a positive experience for the Schwab clients that invest in these products, while growing a revenue stream which is vital to Schwab's overall financial health. Within IOS, Managed Accounts Solutions (MAS) is responsible for the end-to-end offer management for our third-party and proprietary managed investing, primarily Separately Managed Accounts (SMA). To do this, we maintain a robust product offering (e.g. by developing new offers, enhancing existing offers, or adding resources to the platforms), develop new tools and research for clients, build relationships with third-party and proprietary asset management partners, and work effectively with internal partners and outside firms to create a strong positive client experience. Serving individual investors, registered investment advisors (RIAs), retirement plans, and other institutional clients, our Managed Accounts offers are a centralized and shared resource for the firm. As a member of the team, you will have the opportunity to be responsible for developing, implementing and maintaining the client experience of enrolling and investing in a SMA. You'll lead projects and act as a subject matter expertise on initiatives related to this client experience and the risks we have to manage accordingly. These initiatives include addressing changing industry trends such as digitization and personalization, evolution of our offers and services and how we present content to clients for their understanding, improving internal business processes and operations related to the accounts, and managing our related responsibilities in an ever-changing regulatory environment. The Senior Manager will work closely with internal partners, and potentially external partners, to deliver client booklets and forms, disclosures and other presentation materials. You will also be responsible for internal procedures, communications and tools to deliver on our initiatives.
