Product Manager – Asset Management
Your Opportunity
Your opportunity
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 Asset Management (SAM) is the asset management arm of the Charles Schwab Corporation. The SAM team is passionately committed to helping investors achieve their financial goals. One of the industry’s largest and most experienced asset managers, SAM offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. As of March 31, 2025, Schwab Asset Management managed approximately $1.4 trillion on a discretionary basis and $33.8 billion on a non-discretionary basis. Within SAM, we live an inclusive culture that drives increased diversity, builds a stronger community, creates high employee engagement, and provides professional growth for all employees, making us a top employer in the money management business.
Reporting into the Director, SAM Product Strategy and Development team, the Product Manager will be a key member of the team in supporting the growth of our SAM Model Portfolios business. In addition, the Product Manager may also provide support to other products in the multi-asset space such as target date, target risk, income, or sub-advised funds.
The primary responsibilities include:
- Management and production of client support and marketing collateral for SAM Model Portfolios, Asset Allocation frameworks and Capital Markets Expectations
- Sales and distribution platform support and
- Driving marketing initiatives.
More specifically, this role is expected to assist in the execution of product-based projects such as quarterly and annual reporting, product launch processes and product enhancements, product positioning, RFP responses, data validation/research, governance and regulatory communications.
This is an individual contributor position that requires a strong self-starter that works well both across teams and independently.
This full-time position, based in Denver is part of the Schwab Asset Management Product Management and Innovation team.
What you have
Required Qualifications
- 5+ years of financial services experience and a solid understanding of financial markets
- 3+ years of product or project management experience
- Bachelor’s degree or equivalent
Preferred Qualifications
- Series 7 License
- Highly organized and detail-orientated
- Ability to multi-task and prioritize in an intensive, multiple-deliverable work environment
- Thrives in a collaborative, fast-paced environment, strong attention to detail, and is committed to providing outstanding customer service every day
- Able to prioritize and manage workload independently in a high-volume, deadline-driven environment
- Superior relationship-building skills
- Strong data analysis and problem-solving skills
- Excellent written and verbal communication skills
- Strong proficiency in Microsoft Office Suite
In addition to a base salary, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Required Qualifications
- 5+ years of financial services experience and a solid understanding of financial markets
- 3+ years of product or project management experience
- Bachelor’s degree or equivalent
Preferred Qualifications
- Series 7 License
- Highly organized and detail-orientated
- Ability to multi-task and prioritize in an intensive, multiple-deliverable work environment
- Thrives in a collaborative, fast-paced environment, strong attention to detail, and is committed to providing outstanding customer service every day
- Able to prioritize and manage workload independently in a high-volume, deadline-driven environment
- Superior relationship-building skills
- Strong data analysis and problem-solving skills
- Excellent written and verbal communication skills
- Strong proficiency in Microsoft Office Suite
In addition to a base salary, this role is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.