Charles Schwab Manager, Communications & Product Management in Phoenix, Arizona


Phoenix - AZ, PHX4750A, 4750 E Francisco, 85044-5359

Larcelia Shells


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:

This position is part of the Managed Account and Alternative Investment Solutions team, within the Asset Management Client Solutions organization. Our team supports the separately managed account and alternative investment platforms at Schwab with the goal of maintaining Schwab’s leadership position and to continue to add value to clients, third-party product providers and Schwab’s bottom line.

This product team is responsible for navigating, maintaining and evolving the platform, processes and systems that are critical to our clients and business partner’s success. As an individual contributor Communications Product Manager you will be working in a team oriented environment that helps support the continued growth of our multi-billion dollar managed account and alternative investment platforms that we offer to Schwab’s retail and institutional customers. Specifically, this position will focus on supporting and coordinating the review and approval of research and marketing collateral, website product related content, news announcements and other types of communications.

What you’ll do:

You will play a key role in the communications with the public (CWTP) process, supporting various types of communications and collateral by effectively directing the flow of work—from document intake or creation, through multiple phases of review, to final approval and publishing.

  • Coordinate and facilitate the review and approval process for multiple types of communications, ensuring both efficiency and compliance with department procedures

  • Manage and track the status of document review tasks, coordinating traffic, communicating status, and facilitating all necessary follow-up between document owners and reviewers

  • Prioritize and then implement procedures for all incoming collateral submissions

  • Become a subject matter expert (SME) on the department CWTP procedures, as well as software functionality to support the process

  • Serve as a primary point of contact for internal reviewers, including Business SMEs, Legal, Compliance and Series 24 Principals

  • Maintain accurate documentation on behalf of document owners to ensure timely filing and proper recordkeeping

  • Identify opportunities to create efficiencies and process improvements

  • Build and maintain a strong network of internal business partners to address challenges, opportunities and solutions

  • Cross-train on other Business and Regulatory Communications team functions as needed. Responsibilities may vary based on department need and priorities

What you have:

  • At least 5 years of relevant and proven experience, preferably in the financial services industry

  • Bachelor’s degree highly preferred (degree in Business or Finance a plus)

  • Ability to work well under tight timelines; anticipate and adapt to continually changing workload and business priorities

  • Strong proficiency using Microsoft Word (including track changes), Microsoft Excel and Microsoft Outlook email; experience with or Microsoft SharePoint document management is a plus

  • Confidence with your technical skills and a willingness to quickly learn project management and workflow software/tools

  • Working knowledge of FINRA and SEC advertising rules and regulations related to advisory communications, including FINRA Rule 2210 and SEC Rule 482, preferred

  • Experience or working knowledge of investment performance measurement is a plus

  • Effective planning, organization, and time management skills

  • Positive attitude with excellent written and verbal communication skills, and a demonstrated ability to successfully collaborate with multiple business partners

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: None

Relevant Work Experience: Financial Services-6+ yrs

Position Located In: AZ - Phoenix

Education: BA/BS

Job Type: Full Time


Activation Date: Friday, June 22, 2018

Expiration Date: Saturday, July 14, 2018

Apply Here