Senior Manager Proprietary Managed Account Offers

Your OpportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.Schwab Investment Platforms, Solutions, and Strategy brings together investment platforms, product solutions, and strategy teams to shape a modern, scalable investment product ecosystem. Within this organization, the Managed Account Offers team guides the end-to-end strategy and ongoing evolution of Schwab’s proprietary separately managed account solutions.As Senior Manager, Proprietary Managed Account Offers, you will help define product strategy, translate market and client insights into actionable roadmaps, and lead strategic initiatives from development through execution. You will evaluate trends, financial metrics, competitive positioning, pricing, and business tradeoffs to prioritize enhancements that strengthen client value and support sustainable growth.Success will require thoughtful problem solving, sound decision-making, and adaptability in a dynamic environment. You will build collaborative relationships across Asset Management, Legal, Compliance, Finance, Operations, and Technology to influence priorities, navigate competing perspectives, and deliver meaningful outcomes for Schwab clients.What you haveRequired QualificationsBachelor’s degree5+ years of experience in strategy, consulting, product development, or offer managementDemonstrated Strategic Thinking and Product Strategy skills, including translating a vision into actionable roadmaps and measurable outcomesDemonstrated Data Analysis and Problem Solving skills used to evaluate client needs, financial information, market trends, and business impactsDemonstrated Project Management skills, including managing multiple priorities and delivering work within established deadlinesAbility to apply Decision Making skills when evaluating tradeoffs, risks, and competing business prioritiesStrong written and verbal Communication skills, including developing recommendations and presenting to executive audiencesPreferred QualificationsMBA or equivalent advanced business experienceExperience within financial services or a consulting firmExperience supporting separately managed accounts or other investment management productsAbility to apply Product Management and Market Analysis skills to product positioning, pricing, enhancements, and lifecycle decisionsAbility to use Stakeholder Management and Cross-Functional Collaboration skills to build consensus and influence partnersAdaptability when responding to changing priorities, evolving market conditions, and ambiguous business challengesProficiency with Microsoft PowerPoint and Microsoft ExcelExperience developing business cases and translating complex analysis into clear, compelling recommendationsIn addition to the salary range, this role is eligible for bonus or incentive opportunities.Job SummaryRequisition ID: 2026-126521Posted Date: 1 day ago(10/19/2026 3:22 PM)Category: Product & Project ManagementSalary Range: USD $120,000.00 - $170,000.00 / YearApplication deadline: 10/30/2026Position Type: Full time