Sr. Manager, Product Management
Charles Schwab
Senior Manager, Product Management – Core Investment Products & Asset Manager RelationsAt 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 locations.Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.Schwab Investment Platforms, Solutions, & Strategy (SIPPS) offers industry-leading wealth management investment products and solutions to retail and registered investment advisor clients. As a Senior Manager, Product Management – Core Investment Products & Asset Manager Relations, you will help shape the strategy, governance, onboarding, operational readiness, and lifecycle management of investment products offered through Schwab's mutual fund and investment product platforms.In this role, you will partner across Product, Operations, Technology, Legal, Compliance, Risk, Advisor Services, Investor Services, Retirement, Clearing, and external asset managers to solve complex business challenges, support scalable product growth, strengthen operational efficiency, and contribute to an industry-leading client experience. You will lead work tied to mutual funds, interval funds, institutional products, platform policies, service models, operational controls, pricing structures, capacity management, trade availability controls, and platform modernization. This role requires strong product management, relationship management, stakeholder engagement, and problem-solving skills to move strategic initiatives from concept through execution while balancing business needs, risk considerations, regulatory expectations, and the evolving needs of Schwab clients and partners.What You HaveRequired qualifications:Bachelor's degree5+ years of relevant experience managing complex initiatives in the financial services industryMutual Fund and ETF industry experienceExperience leading cross-functional initiatives that require product management, project management, relationship building, and execution across multiple stakeholder groupsExperience negotiating, influencing, or partnering with internal and external parties to reach business outcomesAbility to apply critical thinking and problem solving to evaluate complex issues, identify root causes, and drive practical solutionsAbility to connect detailed operational, product, or platform considerations to broader business goals and strategic prioritiesStrong communication skills with the ability to present complex information clearly and compellingly in speech, writing, and presentationsAbility to use data, insights, and business context to build recommendations, tell a clear story, and support decision-makingAbility to adapt in a dynamic environment, manage ambiguity, and drive progress with accountability and urgencyPreferred qualifications:Active FINRA Series 7 and 24 licensesPrior experience in wealth management or asset managementExperience with MorningstarExperience with investment product onboarding, platform governance, product lifecycle management, operational controls, or pricing strategyStrong candidates will also have experience managing external partnerships or asset manager relationshipsAbility to collaborate across Product, Operations, Technology, Legal, Compliance, Risk, and client-facing business partnersAbility to influence outcomes through sound judgment, professionalism, diplomacy, and business-focused decision-makingDemonstrated curiosity, resilience, and accountability when leading complex work through changeIn addition to the salary range, this role is eligible for bonus or incentive opportunities.
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