Charles Schwab Managing Director, Fixed Income Product Management in San Francisco, California


San Francisco - CA, BRCAS2, 211 Main Street, 94105

Curtis A Crawford


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:

Fixed Income is a strategic priority for Schwab. With over $145 billion in Fixed Income assets, 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 channels. Within Fixed Income, the Product Management team plays a critical role to drive awareness of our offering and to guide/implement our strategy, regularly leading our most critical initiatives in close coordination with senior management and partners from throughout the business.

What you’ll do:

The Head of Fixed Income Product Management will be responsible for providing leadership and direction to Schwab’s Fixed Income Business. You will play a critical role in leading and implementing our retail fixed income offer with a goal of improving the client experience and helping drive substantial asset growth. Operating with a healthy balance between being an articulate advocate and an objective critic of the product offering, you can have a tremendous impact on our growth and become a leader throughout the business. The role can be broadly broken into 2 key areas of responsibility:

Responsibilities will include:

  • Managing and developing a team of experienced product managers

  • Serve as a member of our Senior Fixed Income Leadership team in determining and executing our overall fixed income strategy.

  • Deliver on key performance metrics, such as Client Satisfaction, Net New Assets, Solutions sales, and New to Firm relationships.

  • Be a talent magnet, engaging in talent networks and encourage acquisitions of new talent for your function and Schwab.

  • Build and develop a high-performing and diverse team, leveraging complementary skills and abilities. Create a sense of community, which results in sharing of best practices.

  • Develop team members and foster their professional growth on an ongoing basis through effective and regular formal and informal coaching.

  • Developing and cultivating partnerships with functional and client-facing business units, including technology, digital services, compliance, marketing, trading, and teams supporting investment advisors and retail branches

  • Leading planning and strategy discussions around product development priorities

  • Generating research and developing recommendations to shape strategy and objectives

  • Developing compelling presentations and supporting communication to a range of audiences

  • Driving product and offer definition based on product expertise, client needs, and resource trade-offs

  • Leading the team’s efforts around enhancement projects from conception through implementation

This role will offer you a high degree of visibility and growth potential. You will work closely with senior leaders from throughout the business, have the potential to make a tremendous impact on our growth and become a leader throughout the Fixed Income team.

What you have:

  • BA required, MBA/CFA preferred

  • 10+ years of relevant work experience, including background in product management and business strategy

  • Financial services experience, especially with knowledge of fixed income products, including municipal and corporate bonds, treasuries, bond mutual funds, and other packaged products

  • Demonstrable communication skills, including executive presentation development

  • Strong orientation to clients, including ability to understand needs and apply this knowledge to product enhancements, online user experience, and communication content (internal and external)

  • Minimum 7+ years in sales leadership/financial services capacity.

  • A strong understanding and grasp of the competitive landscape in the financial services industry, especially related to fixed income and wealth management.

  • Expertise in all asset classes of fixed income as well as fixed income products including all sectors of the bond market, and other vehicles such as Managed Accounts, Mutual Funds and ETFs.

  • Experience with building teams; ability to motivate and coach experienced team members.

  • Proven experience at creating a strategic roadmap and vision for teams.

  • Strong general management background including familiarity with human resources policies

  • Executive level communication skills, comfort creating and delivering presentations to varying audiences, including clients, business partners, and senior executives.

  • Ability to listen well, think strategically and creatively to solve problems and generate action through persuasion.

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

  • Travel approximately 25%.

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

  • Bachelor degree required

  • Series 7, 66, and 9/10 (may consider as a condition of employment)

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: CO - Lone Tree, CA - San Francisco

Education: BA/BS

Job Type: Full Time

Category:Product Development

Activation Date: Thursday, April 19, 2018

Expiration Date: Saturday, May 19, 2018

Apply Here