Charles Schwab Sr. Manager - Index Product Implementation in Lone Tree, Colorado


Lone Tree - CO, DENR2, 9800 Schwab Way, 80124

Axle J Marcoline


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Reporting into the Managing Director of CSIM Index Product Management, the Index Product Implementation Manager will lead and own all aspects of product implementation as it impacts CSIM’s index product offering. This role is a management position and will require strong personal and managerial skills. The Index Implementation Manager is expected to lead the execution of all index product based projects such as quarterly and annual reporting, launch processes and product enhancements, product positioning statements, RFP responses, data validation, and regulatory communications.

This full-time position, based in Denver is part of the Charles Schwab Investment Management Services Group (CSIM) Product Management team. A minimum one week per calendar quarter travel would be required for this role.

What you’ll do:

  • Engage in continuous process improvement to increase communication quality, efficiency, consistency and team dynamics

  • Monitor and report on competitive developments. Develop competitive dashboards

  • Work with subject-matter experts to develop and refine market commentary content prior to publication

  • 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

  • Proofread and edit work for spelling and grammar, and formatting to company standards

  • 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

  • Work closely with business partners such as project managers, marketing, data analytics and product developers to ensure uniformity and accuracy

  • Manage vendor relationships

  • Provide oversight and direction on annual and quarterly review processes

  • Manage a small team of individuals to complete and return assignments by stated deadlines

What you have:

  • Strong leadership skills that can manage a high-functioning team to deliver results and grow engagement; skilled at operating at both the strategic and tactical levels

  • Highly organized and detail-orientated

  • Experience with proofreading

  • Ability to multi-task and prioritize in an intensive, multiple-deliverable work environment

  • Self-starter who works well as part of a team

  • Thrives in a collaborative, fast-paced environment, is obsessively attentive 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

  • Solid understanding of financial markets, including a robust knowledge of ETFs

  • Skilled in communicating with coworkers in order to understand and explain mistakes and how to correct them

  • Superior relationship-building skills, project management talent and the ability to influence and build consensus across all levels of the organization

  • Confidence to work with senior leadership inside CSIM and across channel(s)

  • Strong data analysis and problem solving skills

  • Excellent written and verbal communication skills

  • 5+ years related experience, ideally in financial services strategy or product development/ management roles

  • Requires Bachelor’s degree or equivalent, MBA preferred.

  • Licensure: Series 7 a plus

What you’ll get:

  • Comprehensive Compensation and Benefits package.

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.

  • Not just a job, but a career, with an opportunity to do the best work of your life.

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 7

Relevant Work Experience: Financial Services-6+ yrs, Investment Management - 6+ yrs

Position Located In: CO - Lone Tree

Education: BA/BS

Job Type: Full Time

Category:Investment Management & Research

Activation Date: Thursday, April 20, 2017

Expiration Date: Saturday, June 10, 2017

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