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 on site in the specified locations.
The Schwab Investment Platforms, Solutions and Strategy (SIPSS) organization is tasked with driving strategy and innovation across Schwab’s products and solutions. Within SIPSS, the Senior Manager, Alternative Investments Offer Management, will be a part of the Investment & Offer Solutions (IOS) group. IOS is a team of curious, optimistic, and gritty employees responsible for managing our proprietary Separately Managed Account products and third-party product marketplaces (Alternative Investments, Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529). Our mission is to provide positive experiences for Schwab advisors and clients invested in these products, while growing win-win monetization opportunities.
The Senior Manager, Alternative Investments Offer Management, will be responsible for providing day-to-day management and operational support for Schwab’s Alternative Investments retail platforms. This role will support core offer management activities, including platform maintenance, new issuer and fund onboarding, performance reporting, and field enablement support, as well as ongoing product strategy and project execution. The Senior Manager will work closely with internal partners (e.g., Operations, Technology, Legal, Compliance, and Investor Services) and external partners (e.g., asset managers, fintechs) to ensure smooth delivery and positive client experience.
What you’ll do
Required Qualifications
Bachelor’s degree required; advanced degree or relevant certifications a plus.5+ years total work experience with 3+ years in financial services, preferably in product management, offer management, or operations supporting Alternative Investments or similar products.Demonstrated ability to manage daily operational activities, resolve issues, and support product enhancements.Experience collaborating with cross-functional teams and external partners.Attention to detail, organizational skills, and ability to manage multiple priorities.Excellent written and verbal communication skills, with the ability to clearly document processes and communicate effectively with stakeholders.
Preferred Qualifications
A curious thinker with strong business judgment and analytical skills who, through grit, can solve problems and keep driving work forward.High degree of comfort dealing with ambiguity, motivated to drive results while operating autonomously in a dynamic and fast-moving work environment.Ability to create presentations and effectively present to and persuade stakeholders.Familiarity with Alternative Investments or similar investment products.Licenses: Series 7
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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Why work for us?
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package to our full-time employees 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 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 Application FAQsSoftware Powered by iCIMS
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