Sr. Manager, CSIM Product Strategy & Development
Charles Schwab
**Your opportunity**
**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.**
Schwab Asset Management (SAM) is the asset management arm of the Charles Schwab Corporation. The SAM team is passionately committed to helping investors achieve their financial goals. One of the industry’s largest and most experienced asset managers, SAM offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. As of September 30, 2025, Schwab Asset Management managed approximately $1.5 trillion on a discretionary basis and $38 billion on a non-discretionary basis. Within SAM, we live an inclusive culture that drives increased diversity, builds a stronger community, creates high employee engagement, and provides professional growth for all employees, making us a top employer in the money management business.
Reporting to the Director, SAM Product Strategy and Development, the Senior Manager, SAM Product Strategy and Development, plays a critical role in driving the growth and competitiveness of Schwab’s Multi-Asset Model Portfolios, as well as related products and content. This leader will collaborate within and across teams to ensure our offerings meet client needs and market demands by both shaping product strategy and delivering on day-to-day product management processes and requirements.
Primary responsibilities include:
1. Drive Product Growth Initiatives: Collaborate with key stakeholders to identify, prioritize, and execute product development opportunities to enhance the SAM Model Portfolios, as well as Asset Allocation Frameworks and related content.
2. Develop and Manage Institutional and Retail Collateral: Oversee the creation and management of a comprehensive suite of marketing and client-facing materials that support sales and engagement.
3. Collaborate with CSTC: Work closely with Charles Schwab Trust Company (CSTC) to support partnership models and ensure alignment of strategy and client needs.
This is a People Leader role that will manage one or more direct reports. The role requires a proactive, self-driven professional who thrives in cross-functional environments. The ideal candidate will build strong relationships, collaborate effectively across teams, and deliver results on both day-to-day priorities and long-term strategic initiatives. Success in this role requires the ability to influence key decisions and shape strategic direction.
This full-time position, based in Lone Tree, Colorado, is part of the Schwab Asset Management Product Management and Innovation team.
**What you have**
**Required qualifications:**
+ 10+ years of financial services experience and a strong understanding of the asset management industry
+ 5+ years of Asset Management Product Management experience
+ Bachelor’s degree or equivalent required
+ Strong established knowledge of Multi-Asset Model Portfolios, including competitor offers, and related marketplace dynamics
+ Superior relationship-building skills and established ability to work across asset management functions and departments
+ Excellent written and verbal communication skills, with an ability to interact with and influence multiple levels of management
+ Thrives in a collaborative, fast-paced environment, and is committed to serving the needs of investors
+ Highly organized and detail-orientated with an ability to multi-task and prioritize
+ Strong data analysis and problem-solving skills
+ Strong proficiency in Microsoft Office Suite
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:
+ 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
CO Salary Range: USD $90,000.00 - $170,000.00 / Year
What’s in it for you:
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. 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:
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
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