Salary: USD $73,100 - $120,000 / Year
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 December 31, 2023, Schwab Asset Management managed approximately $1.0 trillion on a discretionary basis and $33.5 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.
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Reporting into the Director, SAM Product Strategy and Development team, this role will partner with key business partners to streamline processes, create efficiencies that help drive the growth and retention of our Multi-Asset Managed Investing offers, such as Schwab Wealth Portfolios, Schwab Managed Portfolio, Windhaven and Selective Portfolios. This is an individual contributor position that requires a strong self[1]starter that works well independently. 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, and regulatory communications.
This full-time position, based in Denver or San Francisco is part of the Charles Schwab Investment Management Services Group (CSIM) Product Management team.
Key Responsibilities for this role include:
- General business management to support and grow product lines; explore new opportunities
- Subject matter expert supporting both retail and institutional sales and client servicing efforts; RFPs and consultant database requests
- Assist on campaigns and promotions for multiple target segments and distribution channels; coordinate internal and external positioning and messaging
- Engage in research on funds, industry, and competitive trends
- Work with legal regarding the ongoing regulatory and supervisory commitments
- Compose clear and informative content for a wide variety of publications including client reports, web pages, marketing materials, and PowerPoint decks
- Present numerical data effectively using Excel tables and graphs
- Copyedit, fact-check and proofread communications and presentations for spelling, grammar, style, consistency and appropriate content as defined by the CSIM brand voice and legal guidelines
What you have
- 3+ years of product management experience required
- Bachelor's degree or equivalent required, MBA preferred
- Series 7 license preferred
- Solid understanding of financial markets required
- Highly organized and detail-orientated
- Ability to multi-task and prioritize in an intensive, multiple-deliverable work environment
- Self-starter who works well independently
- Thrives in a collaborative, fast-paced environment, strong attention to detail, and is committed to providing outstanding customer service every day
- Prioritize and manage workload independently in a high-volume, deadline-driven environment
- Passion for investing and following investment trends
- Superior relationship-building skill
- Strong data analysis and problem solving skills
- Excellent written and verbal communication skills
- Strong proficency in Microsoft Office Suite
In addition to the salary range, 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