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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.
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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
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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.
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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