Sr. Manager, Managed Accounts Offer Design

Sr. Manager, Managed Accounts Offer Design

At 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 onsite in one of the specified locations.

Schwab’s Wealth & Advice Solutions (WAS) organization drives our strategy to create an integrated Wealth and Advice Solutions business and prioritize the investments we make in them. Within WAS, Investment Offers & Solutions (IOS) is responsible for managing our third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529) as well as our proprietary Separately Managed Accounts. Our mission is to provide a positive experience for the Schwab clients that invest in these products, while growing a revenue stream which is vital to Schwab’s overall financial health.

Within IOS, Managed Accounts Solutions (MAS) is responsible for the end-to-end offer management for our third-party and proprietary managed investing, primarily Separately Managed Accounts (SMA). To do this, we maintain a robust product offering (e.g. by developing new offers, enhancing existing offers, or adding resources to the platforms), develop new tools and research for clients, build relationships with third-party and proprietary asset management partners, and work effectively with internal partners and outside firms to create a strong positive client experience. Serving individual investors, registered investment advisors (RIAs), retirement plans, and other institutional clients, our Managed Accounts offers are a centralized and shared resource for the firm.

As a member of the team, you will have the opportunity to be responsible for developing and supporting strategic initiatives for our third-party Managed Accounts investment solutions for individual investors. These initiatives include addressing changing industry trends, evolving our business and economic model, pursuing market growth opportunities, intended to significantly enhance and expand our ability to meet our clients’ needs for Managed Accounts, including evolving our platforms to be more modern and competitive.

The Senior Manager is an individual contributor role that is vital to evolving the overall lineup of retail separately managed account offerings and supporting aspects such as offer development, positioning, enhancements, and pricing. The successful candidate must be energetic and enthusiastic about strategy, analytics, and financial services. The candidate will also need to be self-motivated, results oriented, and able to help lead strategic initiatives from initiation to execution.

Key Responsibilities

• Developing end-to-end vision, strategy, and multi-year roadmap and supporting ongoing management of our third-party Managed Account program(s), e.g., Managed Account Select
• General understanding of our proprietary SMAs for collaboration and strategic considerations
• Understanding market landscape and conducting competitive and financial analysis to identify offer enhancements
• Assessing tradeoff decisions and roadmap prioritization to innovate offerings and capture market share
• Gather insights to understand client needs and attitudes to design and / or position products, develop product maps to evolve our offers and drive value for our clients
• Lead / support ongoing management of our platforms related to governance, client experience and general business routines
• Collaborate with and develop strong relationships with key partners across the organization (including but not limited to Asset Management, Legal, Compliance, Finance, Operations, Technology), to plan and execute key projects
• Ability to manage multiple priorities at a time with a focus on advancing them individually, staying organized, meeting strict deadlines, communicating and managing change. Ability to operate in a changing and ambiguous work environment.

What you have

Required Qualifications

Preferred Qualifications

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

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