Charles Schwab Senior Manager, Relationship and Product Management in San Francisco, California


San Francisco - CA, SF211MN, 211 Main St, 94105-1905

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.

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 (SMA) and alternative investment platforms at Schwab with the goal of maintaining Schwab’s leadership position.

This product team is responsible for navigating, maintaining and evolving these product platforms which play a critical role in our clients and business partner’s success. As an individual contributor Relationship 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 and to continue to add value to clients, third-party product providers and Schwab’s bottom line.

What you’ll do:

The Money Manager Relations (MMR) team is responsible for managing all aspects of a money manager’s relationship to meet both Schwab and the money manager’s needs. The Relationship Manager is a critical role within MMR that acts as the money manager’s primary point of contact for everything related to managed accounts. The key responsibilities include:

  • Acting as the primary Schwab contact for an assigned group of SMA money management firms

  • Interacting with SMA managers to make sure their firm, product, and distribution information is current

  • Negotiating with money managers to establish contract terms, fees, and other aspects of participating in Schwab SMA programs

  • Vetting money managers to establish they meet the business requirements to do business with Schwab clients

  • Build and maintain strong internal relationships with Operations, Research, Service, Legal, Product management and Sales groups, all of whom support and interact with money managers

  • Conducting meetings and calls with money managers to both understand their businesses more thoroughly as well as educate them about working successfully with Schwab

  • Resolving business escalations that arise from money manager contacts

  • Understanding money manager sales and marketing activity and recording interactions and data in Salesforce

What you have:

  • 8+ years of relevant and proven financial industry experience

  • Bachelor’s Degree or equivalent work experience required

  • Strong investment management knowledge around asset classes and strategies as well as product knowledge of SMA and/or Mutual Fund, Exchange Traded Fund, or Alternative Investments

  • Ability to work autonomously with a focus on problem solving as well as an eye towards positive outcomes with a “customer service” mindset

  • Ability to build and sustain strong trusted partnerships with money managers, peers, and colleagues in other work groups based on mutual trust

  • Positive attitude with excellent written and verbal communication skills

  • Desire to learn new processes and gain valuable industry knowledge

  • Detail orientation, organization, and follow through

  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) required, Salesforce or other CRM user proficiency preferred

  • FINRA Series 7 preferred

  • CFP, CIMA, other relevant industry designations a plus

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, Capital Markets-6+ yrs, Investment Management - 6+ yrs

Position Located In: CA - San Francisco

Education: BA/BS

Job Type: Full Time

Category:Investment Management & Research

Activation Date: Friday, June 22, 2018

Expiration Date: Monday, July 23, 2018

Apply Here