Charles Schwab Senior Manager - Mutual Fund and ETF Platform Management in Lone Tree, Colorado


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

Evan Russell


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.

Asset Management Client Solutions (“AMCS”) is responsible for managing Schwab’s third party product platforms to deliver a robust client experience while growing a revenue stream vital to Schwab’s overall financial health. AMCS develops new products and services for clients, maintains broad product offers, and facilitates effective working relationships between third party providers and the employee groups who work directly with clients. Collectively AMCS manages five product platforms including:

  • Mutual funds & 529: The first and still the largest platform at Schwab.

  • Managed accounts: The most comprehensive and fastest growing SMA platform in the industry.

  • Alternative Investments: A growing platform enabling clients to invest in assets such as real estate, private equity, hedge funds, structured products, and commodities.

  • ETFs: The largest and most rapidly growing ETF platform in the industry.

  • Insurance: A developing platform becoming more critical in meeting client needs with retirement and risk management.

  • Fixed Income: An industry leading product platform and a large team of sales & service professionals, the Fixed Income team plays a significant role in driving asset growth for both our Advisor and Retail.

Our Opportunity:

As Senior Manager, Mutual Fund and ETF Platform Management, you have the opportunity to join the team responsible for the continuous offering of thousands of mutual funds and ETFs to clients of Schwab’s various businesses. Serving individual investors, registered investment advisors (RIAs), retirement plans, and other institutional clients, the third party fund platforms are a centralized and shared resource for the firm. The Senior Manager will lead projects in designing and building an outstanding MF and ETF client experience, across areas of digital client experience, product marketing, and field education. Working closely with key partners across the firm, the Senior Manager will enhance our leadership position in the industry and help identify opportunities to further elevate Schwab’s MF and ETF platforms. This role will also support the integration of MF and ETF activities and information across the firm, acting as a focal point and unifying force for partners within across research, MF and ETF advised offers, client segment owners, proprietary products, trading and operations, and more. Key responsibilities include:

  • Lead a variety of high-impact cross-functional projects to further elevate Schwab’s leading Mutual Fund and ETF client experience, and enable a proactive approach to industry trends and dynamics.

  • Engage with internal Mutual Fund and ETF-focused stakeholders in advised and other product offerings around the firm (e.g., Windhaven, Schwab Managed Portfolios, Schwab proprietary MF and ETF offerings), acting both as subject matter expert and change agent for better client experiences and reduced risk to our overall firm.

  • Build and maintain a strong network of business partners internally and externally, to consult on issues and opportunities facing the mutual fund and ETF platforms/products to arrive at collaborative solutions.

  • Partner closely with other product teams, technology, marketing and operations groups, compliance, and corporate counsel, in the planning and execution of key projects.

  • Ensure processes and procedures supporting all functions of the Mutual Fund and ETF Platform Team are maintained to minimize risk to the firm.

  • Manage and continually improve platform policies to ensure alignment with client needs and to drive efficiency and scale in platform maintenance.

Ideal Profile:

  • Product Management experience, or similar experience that demonstrates ability to manage multiple facets of product expansion.

  • A strong understanding of key partner functions such as trading, operations, marketing, supervision, and compliance.

  • Deep expertise in the landscape of the financial services industry, especially as it relates to asset management and related product solutions, especially mutual funds and ETFs.

  • A self-starter with the ability to multi-task and work effectively independently or in groups to deliver results and meet tight deadlines with little supervision.

  • A strategic thinker who is able to problem solve as issues arise to see projects to completion.

  • Attention to detail, as well as excellent written and verbal communication skills - comfort creating and delivering presentations to varying audiences, including clients, and critical business partners.

  • Strong relationship building and partnerships skills.

  • BA/BS degree; MBA preferred.

  • Industry certifications (CFA, CFP, CIMA) preferred.

  • Series 7, 66, and 9/10 preferred.

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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 7

Relevant Work Experience: Financial Services-6+ yrs, Capital Markets-6+ yrs, Investment Management - 6+ yrs, Product Development-6+ yrs

Position Located In: IL - Chicago, AZ - Phoenix, CO - Lone Tree, CA - San Francisco, TX - Westlake

Education: BA/BS

Job Type: Full Time

Category:Product Development

Activation Date: Wednesday, May 16, 2018

Expiration Date: Saturday, December 1, 2018

Apply Here