Sr. Manager, Retail Managed Accounts Offers

Charles Schwab Corporation

Westlake, TX, US
Base: usd $102,000.00 - $204,100.00 / year; bonus/...
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5+ years strategy or consulting experience
Financial services domain knowledge
Separately managed account familiarity
** Charles Schwab is seeking a Senior Manager for Retail Managed Accounts Offers who will play a key role in developing and managing investment solutions for clients. The ideal candidate should have a strong background in strategy, analytics, and financial services, with at least five years of relevant experience. **

Job Summary

  • The role focuses on evolving the lineup of retail and institutional separately managed account offerings through strategic initiatives and platform modernization.
  • Candidates will be responsible for formulating compelling visions, translating insights into actionable roadmaps, and influencing key stakeholders across the firm.
  • The position offers a competitive benefits package including a 401(k) match, employee stock purchase plan, and a 28-day sabbatical after five years of service.

Matching Summary

Match Score: 75

** Charles Schwab is seeking a Senior Manager for Retail Managed Accounts Offers who will play a key role in developing and managing investment solutions for clients. The ideal candidate should have a strong background in strategy, analytics, and financial services, with at least five years of relevant experience. **

Salary

Base: USD $102,000.00 - $204,100.00 / Year; Bonus/Equity: Eligible for bonus or incentive opportunities; Benefits: Competitive package including 401(k), vacation, and sabbatical

Skills & Requirements

Must-have

  • 5+ years strategy or consulting experience
  • Financial services domain knowledge
  • Separately managed account familiarity
  • Data analysis and synthesis skills
  • Executive presentation capabilities

Nice-to-have

  • MBA or equivalent post-MBA experience
  • Top-tier consulting background
  • Self-motivated and results oriented
  • Comfort with ambiguity and fast pace

Key Requirements

  • Bachelor's degree required
  • 5+ years of strategy or product development experience
  • Proficiency in PowerPoint and Excel

Work Rights

Not specified

Tailored Resume

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