Sr. Manager, Retail Managed Accounts Offers
About The Position
Schwab Investment Platforms, Solutions, and Strategy (SIPSS) is responsible for setting strategic direction and driving investment across Schwab’s managed accounts, third‑party platforms, digital advice, and emerging capabilities. Within SIPSS, Investment Offers & Solutions (IOS) manages product marketplaces and proprietary Separately Managed Accounts (SMAs). The Managed Accounts Solutions (MAS) team within IOS focuses on the end-to-end management of SMAs, including strategic vision, product offering, tools, research, and partnerships. This role will assist in developing and supporting strategic initiatives for Retail and third-party Managed Accounts offers, addressing industry trends, evolving the business model, and pursuing market growth opportunities to enhance the SMA offering. The Senior Manager is an individual contributor role focused on evolving the retail and institutional SMA offerings, including offer development, positioning, enhancements, and pricing. The successful candidate will be energetic, enthusiastic about strategy, analytics, and financial services, self-motivated, results-oriented, and capable of leading strategic initiatives from initiation to execution. This role reports to the Director, Retail Managed Accounts and is eligible for bonus or incentive opportunities.
Requirements
- Bachelor’s Degree required
- 5+ years of strategy, consulting, or product development/offer management work experience, preferably within a financial services firm or a top-tier consulting firm
- High degree of comfort dealing with ambiguity; comfort in a dynamic and fast-moving work environment
- Strategic thinker, with ability to formulate compelling vision and strategy and translate that to actionable roadmaps and results
- Excellent problem-solving and data analysis skills, including ability to gather data and synthesize insights to understand client needs and business impacts to inform product design
- Demonstrated proficiency in storyboarding and translating data & insights into a compelling business case and recommendation
- Excellent project management skills, including attention to detail and the ability to multi-task and work efficiently (independently and with teams), to meet tight deadlines with minimal supervision
- Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to diverse types of audiences including executives
- Successfully execute on multiple initiatives at the same time, autonomously, quickly, despite challenges, and with great attention to detail
- Ability to weigh multiple perspectives, gain consensus, and influence key stakeholders
- General understanding / familiarity with separately managed account offerings
- Expert user of PowerPoint and Excel
Nice To Haves
- MBA and/or equivalent post-MBA level experience preferred
Responsibilities
- Assist in developing and supporting strategic initiatives for Retail and third-party Managed Accounts offers.
- Address changing industry trends, evolve business and economic models, and pursue market growth opportunities.
- Enhance and expand the ability to meet client needs for Managed Accounts.
- Evolve platforms to be more modern and competitive.
- Evolve the overall lineup of retail and institutional separately managed account offerings.
- Support aspects such as offer development, positioning, enhancements, and pricing.
- Lead strategic initiatives from initiation to execution.
- Create presentations and effectively present to and persuade stakeholders.
Benefits
- bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Manager
