Senior Manager, Managed Accounts Offer Enablement

Senior Manager, Managed Accounts Offer Enablement

Charles Schwab – Senior Manager, Managed Accounts Offer Enablement, San Francisco, CA.

Join Charles Schwab and help shape the future of managed account solutions by delivering enablement of strategic initiatives and improving client experience.

Key Responsibilities

Execute a strong blend of project / product management, data analysis, critical and strategic thinking, presentation building and execution skills to deliver on various high‑impact cross‑functional projects to further elevate Schwab’s Managed Account client experience and enable a proactive approach to industry trends and dynamics

Ensure processes and procedures supporting functions of the managed account client experience are maintained to minimize risk to the firm and to drive efficiency and scale in platform maintenance

Gather insights to understand client needs, pain points, and attitudes to design and / or position products, develop product maps to evolve our offers and drive value for our clients

Lead / support day‑to‑day management of our existing proprietary and third‑party separately managed account offerings to help create a positive client experience

Help launch new separately managed account offerings, from concept creation through implementation, and ensure new offers are well positioned for retail investors

Partner closely with internal team colleagues, marketing, sales, operations, legal, compliance, and others in the planning and execution of key projects

Engage with internal stakeholders around the firm, acting both as subject‑matter expert and change agent for a better client experience and reduced risk to our firm overall

Assist in providing advisors or advice representatives with the necessary content, training, and systems to support effective engagement with end clients

Work Location & Eligibility

We believe in the importance of in‑office collaboration and fully intend for the selected candidate for this role to work on site four days per week in the specified location.

Applicants must be currently authorized to work in the United States on a full‑time basis without employer sponsorship.

Required Qualifications

Bachelor’s Degree

5+ years of investment offer management and / or client experience

Excellent project management skills, including attention to detail and the ability to multi‑task and work efficiently (independently and with teams), to meet tight deadlines with minimal supervision

Robust communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to and persuading audiences

A strategic thinker with strong business judgment and analytical skills, who can problem‑solve as issues arise

Ability to successfully execute on multiple initiatives at the same time, autonomously, quickly, despite challenges, and with great attention to detail

Expert user of PowerPoint and Excel

Preferred Qualifications

Ability to weigh multiple perspectives, gain consensus, and influence key stakeholders

Experience in the financial services industry, especially as it relates to asset management and managed accounts

Strong relationship building and partnerships skills; a strong team player

High degree of comfort dealing with ambiguity; comfort in a dynamic and fast‑moving work environment

Strong understanding of partner functions such as marketing, sales, operations, risk, legal and compliance

MBA and / or equivalent post‑MBA level experience preferred

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future :

401(k) with company match and Employee Stock Purchase Plan

Paid time for vacation, volunteering, and a 28‑day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Sales and Business Development

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