Senior Manager, Alternative Investments Offer Management

Senior Manager, Alternative Investments Offer Management

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Overview

Within Schwab’s Wealth & Advice Solutions (WAS) organization, the Senior Manager, Alternative Investments Offer Management will be part of the Investment & Offer Solutions (IOS) group. IOS manages proprietary Separately Managed Account products and third-party product marketplaces across Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529. The mission is to provide positive experiences for Schwab advisors and clients while growing win-win monetization opportunities.

What you’ll do

• Provide day-to-day management and operational support for Schwab’s Alternative Investments & Structured Products advisor platforms.
• Support core offer management activities, including platform maintenance, onboarding of new issuers and funds, performance reporting, and field enablement support.
• Engage in ongoing product strategy and project execution with internal partners (Operations, Technology, Legal, Compliance, Advisor Services) and external partners (asset managers, fintechs) to ensure smooth delivery and positive client experience.
• Monitor platform performance, analyze issues, and implement enhancements.
• Onboard new products, managers, or platform features; maintain and update product documentation, training materials, and process guides.
• Assist with regulatory and compliance requirements related to Alternative Investments and support internal audits.
• Lead or support process improvement initiatives.

What you have

Preferred qualifications

What’s in it for you

Schwab offers a culture of growth through meaningful work, continuous learning, and collaboration. Our Hybrid Work and Flexibility approach balances client service with opportunities to be together in person. We provide a competitive benefits package including :

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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