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About the Role

Schwab Investment Platforms, Solutions, and Strategy (SIPSS) aims to set strategic direction and drive investment across Schwab’s offerings. Within SIPSS, Investment Offers & Solutions (IOS) manages third-party 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 offerings, client tools, and partnerships. This role will assist in developing and supporting strategic initiatives for retail and third-party Managed Accounts, focusing on enhancing platforms and meeting client needs. The Senior Manager will contribute to evolving retail and institutional SMA offerings, including offer development, positioning, enhancements, and pricing. This is an individual contributor role reporting to the Director, Retail Managed Accounts.

Responsibilities

Assist in developing and supporting strategic initiatives for Retail and third-party Managed Accounts offers.
Address changing industry trends, evolving business and economic models, and pursuing market growth opportunities.
Enhance and expand the ability to meet client needs for Managed Accounts.
Evolve platforms to be more modern and competitive.
Support offer development, positioning, enhancements, and pricing for retail and institutional separately managed account offerings.
Help lead strategic initiatives from initiation to execution.
Create presentations and effectively present to and persuade stakeholders.

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 the ability to formulate a compelling vision and strategy and translate it to actionable roadmaps and results.
Excellent problem-solving and data analysis skills, including the 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.

Skills

Strategy
Consulting
Product Development
Offer Management
Ambiguity Tolerance
Strategic Thinking
Problem-Solving
Data Analysis
Storyboarding
Business Case Development
Project Management
Communication (Written and Verbal)
Presentation Skills
Stakeholder Management
Separately Managed Accounts (SMA) Familiarity
PowerPoint
Excel

Experience Level

5+ years

Education Level

Bachelor's Degree
MBA or equivalent post-MBA level experience preferred

Salary/Compensations

Eligible for bonus or incentive opportunities

About the Company

Schwab Investment Platforms, Solutions, and Strategy (SIPSS) brings together Schwab’s investment platforms, product solutions, and product strategy teams to set strategic direction and drive investment across Schwab’s managed accounts, third‑party platforms, digital advice, and emerging capabilities.
SIPSS partners across the firm to deliver a modern, scalable, and competitive investment product ecosystem for Schwab clients.
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 Schwab clients that invest in these products, while growing a key revenue stream for Schwab.
Managed Accounts Solutions (MAS) is responsible for the end-to-end management of our managed investing solutions, primarily Separately Managed Accounts (SMAs).