Charles Schwab Sr. Manager - Index Product Management in Lone Tree, Colorado
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 http://www.aboutschwab.com/about/leadership/charles_schwab 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.
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $300 billion under management in mutual funds and ETFs. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.
Reporting into the Managing Director, CSIM ETF and Index Mutual Fund Product Management, the Sr. Manager of Schwab ETFs will lead and own all aspects of CSIM’s ETF offering. Working closely with business leaders across the firm as well as key external partners, the Sr. Manager will advance our leadership position in the industry and continually identify opportunities to further elevate and grow our ETF offer.
This full-time position, based in Denver is part of the Charles Schwab Investment Management Services Group (CSIM) Product Management team. At CSIM we offer a range of products to suit a range of risk appetites. We provide funds that can serve as foundations for diversified portfolios including ETFs, Active and Passive mutual funds, Sub-Advised funds, Target Date funds and Money funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.
Schwab ETFs serve investors core needs and are integral to CSIM’s long-term strategy. Schwab is now the 5 th largest ETF provider and a top five asset gatherer in 2016. Schwab ETFs were launched in 2009 and have grown to over $50 billion in assets.
What you’ll do:
This position is responsible for the product management of Schwab ETFs
Develop and deliver product strategy
General business manager to support and grow the product lines
Subject matter expert supporting both retail and institutional sales and client servicing efforts
Develop and manage appropriate fund campaigns and promotions for multiple target segments and distribution channels
Manage key relationships with internal and external partners
Develop and coordinate internal and external positioning and messaging
Lead and implement fund messaging strategy in partnership with distribution partners
Support both Institutional and Retail sales and distribution
Engage in research on funds and industry trends; share findings with senior leadership
Provide business analysis on expansions of the fund offering
Work with legal regarding the ongoing regulatory and supervisory commitments
Exploring new opportunities to grow our business
Serve as subject matter expert in working with the team that handles incoming RFPs and consultant database requests.
What you have:
Solid understanding of the investment management industry and major trends around products, managers and distributors (ETF experience strongly preferred)
Superior relationship-building skills, project management talent and the ability to influence and build consensus across all levels of the organization
A desire to work with internal partners to develop win-win solutions that meet the needs of CSIM and our channel partners
Confidence to work with senior leadership inside CSIM and across channel(s)
High attention to detail
Ability to manage and oversee outside vendors and agencies
A deep passion to challenge conventions to make a difference for our clients
Attention to detail, and the ability to multi-task and work efficiently independently and in groups to meet tight deadlines with little supervision
Ability to learn quickly and thrive in a complex, dynamic environment, with sound judgment, planning and organization skills
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
Bachelor’s degree highly preferred, MBA a plus
Licensure: Series 7 a plus (will be required to obtain within nine months)
This is a summary only and duties and responsibilities may be changed from time to time, or over time
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 http://www.aboutschwab.com/careers/lifeatschwab/" .
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.
Position Located In: CO - Lone Tree