Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Managing Director & Head of Private Assets and Alternative Investments will report to the Chief Executive Officer of Schwab Asset Management and lead a team responsible for managing our expanding portfolio of non-traditional investment management offerings including the planned launch of the Schwab Private Company Fund. This leader will be accountable for establishing the strategic direction, investment governance, operating model, and risk discipline required to scale Schwab’s private assets and alternative investments platform.

Responsibilities

Set the long-term strategic agenda for Private Assets and Alternative Investments, including portfolio construction philosophy, product roadmap, governance standards, risk controls, and operating discipline across current and future offerings.
Lead the successful development, launch, and scaling of the Schwab Private Company Fund and related offerings, ensuring investment design, legal structure, compliance oversight, operations, distribution readiness, and client experience are aligned from concept through commercialization.
Make independent investment and business decisions within approved guidelines, balancing growth, liquidity, valuation, manager selection, operational complexity, fiduciary obligations, regulatory expectations, and Schwab’s reputation for client-first stewardship.
Oversee risk across the Private Assets and Alternative Investments platform, partnering closely with Risk, Legal, Compliance, Operations, Finance, Product, Distribution, and Technology teams to ensure strong controls, clear accountability, scalable processes, and effective issue escalation.
Serve as a senior investment and business advisor to the Chief Executive Officer of SAM/CSIM and the broader executive team, providing informed perspectives on private markets, alternative investment trends, fund performance, competitive dynamics, product opportunities, and enterprise implications.
Represent the platform with credibility before the Funds Board of Directors, SAM/CSIM committees, firm-wide risk committees, regulators, and senior enterprise stakeholders, translating complex investment, liquidity, valuation, and governance topics into clear executive-level recommendations.
Partner with leadership on the construction and oversight of SPVs serving as building blocks for the Schwab Private Company Fund, ensuring close coordination across sourcing, due diligence, structuring, valuation, operational readiness, and ongoing monitoring.
Provide leadership and expertise to third-party investment oversight and asset allocation forums involving private assets, helping shape manager due diligence, allocation recommendations, risk evaluation, and governance practices across Schwab’s expanding alternatives ecosystem.
Build, develop, and retain a high-performing team of investment professionals, portfolio managers, and research talent, strengthening bench depth, decision quality, accountability, and collaboration across an evolving and strategically important platform.
Drive medium- and long-term process improvement initiatives enhancing investment rigor, reporting transparency, regulatory readiness, operational scalability, and confidence among clients, advisors, boards, regulators, and enterprise partners.

Requirements

15+ years of progressive senior investment leadership experience across private markets, alternative investments, asset management, portfolio construction, manager research, fund governance, or related investment disciplines.
Deep expertise investing in, allocating to, or overseeing private equity, private credit, real estate, infrastructure, venture capital, secondaries, co-investments, hedge funds, or other alternative investment strategies, with strong judgment across multiple market cycles.
Demonstrated command of private markets portfolio construction, manager due diligence, valuation practices, liquidity management, risk oversight, investment committee governance, and ongoing monitoring of complex, less-liquid investment vehicles.
Proven knowledge of registered fund structures and regulatory requirements, including 1940 Act funds, interval funds, tender-offer funds, business development companies, registered alternatives, and other vehicles designed to broaden access to private market strategies.
Track record leading the development, approval, launch, and commercialization of new investment products, coordinating investment, legal, compliance, operations, finance, product, technology, distribution, and client-facing stakeholders through complex execution milestones.
Experience engaging with boards, regulators, senior executives, risk committees, investment committees, and external partners on investment strategy, governance, valuation, liquidity, risk controls, regulatory readiness, and client impact.
Strong understanding of the operational, legal, compliance, tax, reporting, and technology considerations required to support private assets and alternative investments at scale in a highly regulated financial services environment.
Proven people leadership capability, including the ability to recruit and develop investment talent, set clear expectations, build succession depth, strengthen team operating discipline, and foster a culture of accountability, collaboration, sound judgment, and continuous improvement.

Skills

Private markets
Alternative investments
Asset management
Portfolio construction
Manager research
Fund governance
Private equity
Private credit
Real estate
Infrastructure
Venture capital
Secondaries
Co-investments
Hedge funds
Valuation practices
Liquidity management
Risk oversight
Investment committee governance
Registered fund structures
1940 Act funds
Interval funds
Tender-offer funds
Business development companies
Registered alternatives
Investment strategy
Governance
Valuation
Liquidity
Risk controls
Regulatory readiness
Client impact
Operational considerations
Legal considerations
Compliance considerations
Tax considerations
Reporting considerations
Technology considerations
People leadership
Talent recruitment
Talent development
Team operating discipline
Accountability
Collaboration
Sound judgment
Continuous improvement
Strategic vision
Execution discipline
Ambiguity leadership
Durable governance
Executive presence
Intellectual rigor
Organizational discipline
Influence
Client focus
Risk management
Transparency
Prudent risk-taking
Operational excellence
High engagement
Continuous learning
Decisiveness
Change leadership
Structure building
Cross-functional team mobilization
Confidence building
Process establishment
Governance routines
Reporting frameworks
Issue escalation protocols
Decision forums
Executive communication
Simplifying complexity
Balanced recommendations
Senior leadership meeting representation
Committee setting representation
Board discussion representation
Regulatory interaction representation
Industry forum representation

Experience Level

15+ years of progressive senior investment leadership experience

About the Company

Schwab Asset Management (SAM/CSIM)
Schwab enterprise