Senior Manager Proprietary Managed Account Offers
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role 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.
Schwab Investment Platforms, Solutions, and Strategy brings together investment platforms, product solutions, and strategy teams to shape a modern, scalable investment product ecosystem. Within this organization, the Managed Account Offers team guides the end-to-end strategy and ongoing evolution of Schwab’s proprietary separately managed account solutions.
As Senior Manager, Proprietary Managed Account Offers, you will help define product strategy, translate market and client insights into actionable roadmaps, and lead strategic initiatives from development through execution. You will evaluate trends, financial metrics, competitive positioning, pricing, and business tradeoffs to prioritize enhancements that strengthen client value and support sustainable growth.
Success will require thoughtful problem solving, sound decision-making, and adaptability in a dynamic environment. You will build collaborative relationships across Asset Management, Legal, Compliance, Finance, Operations, and Technology to influence priorities, navigate competing perspectives, and deliver meaningful outcomes for Schwab clients.
What you have
Required Qualifications
- Bachelor’s degree
- 5+ years of experience in strategy, consulting, product development, or offer management
- Demonstrated Strategic Thinking and Product Strategy skills, including translating a vision into actionable roadmaps and measurable outcomes
- Demonstrated Data Analysis and Problem Solving skills used to evaluate client needs, financial information, market trends, and business impacts
- Demonstrated Project Management skills, including managing multiple priorities and delivering work within established deadlines
- Ability to apply Decision Making skills when evaluating tradeoffs, risks, and competing business priorities
- Strong written and verbal Communication skills, including developing recommendations and presenting to executive audiences
Preferred Qualifications
- MBA or equivalent advanced business experience
- Experience within financial services or a consulting firm
- Experience supporting separately managed accounts or other investment management products
- Ability to apply Product Management and Market Analysis skills to product positioning, pricing, enhancements, and lifecycle decisions
- Ability to use Stakeholder Management and Cross-Functional Collaboration skills to build consensus and influence partners
- Adaptability when responding 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
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
- Bachelor’s degree
- 5+ years of experience in strategy, consulting, product development, or offer management
- Demonstrated Strategic Thinking and Product Strategy skills, including translating a vision into actionable roadmaps and measurable outcomes
- Demonstrated Data Analysis and Problem Solving skills used to evaluate client needs, financial information, market trends, and business impacts
- Demonstrated Project Management skills, including managing multiple priorities and delivering work within established deadlines
- Ability to apply Decision Making skills when evaluating tradeoffs, risks, and competing business priorities
- Strong written and verbal Communication skills, including developing recommendations and presenting to executive audiences
Preferred Qualifications
- MBA or equivalent advanced business experience
- Experience within financial services or a consulting firm
- Experience supporting separately managed accounts or other investment management products
- Ability to apply Product Management and Market Analysis skills to product positioning, pricing, enhancements, and lifecycle decisions
- Ability to use Stakeholder Management and Cross-Functional Collaboration skills to build consensus and influence partners
- Adaptability when responding 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
In addition to the salary range, this role is 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.