Director, Investment Services Offer Management (PL)

Your opportunity

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 location(s).

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.

The Director of Portfolio Transition Offer Management plays a critical leadership role within Schwab’s Investment & Offer Solutions (IOS) organization, part of the Wealth and Advice Solutions (WAS) enterprise. IOS is responsible for Schwab’s investment solution marketplaces, including Mutual Funds, ETFs, 529 Plans, SMAs, Alternatives, Fixed Income, Structured Products, Annuities, and Insurance.

This Leader will have responsibility for setting the strategic direction and defining the future scope of the capabilities we offer to clients who are transitioning their portfolios to a Separately Managed Account or who are looking for support with concentrated positions.  The Director will be responsible for developing and launching new scalable capabilities, enhancements, and operating models to meet client needs.

The mandate is to design and optimize the combination of services, products, and tools to support clients with portfolio transition needs, primarily managing concentrated equity positions and enrolling in managed investing offers. 

Key Outcomes:

• Design and develop Schwab’s scalable and automated portfolio transition capabilities in partnership with Schwab Asset Management, Digital, Technology, and field organizations

• Orchestrate efforts across product, offer, trading, marketing, and client-facing teams to ensure a coordinated approach and robust solution set for clients with concentrated equity positions

• Monitor industry trends, technology, and competitor offerings to inform Schwab’s transition strategy and innovation roadmap

• Manage and develop a small, high-performing team of individual contributors

• Serve as a key member of the IOS leadership team, influencing strategy and driving alignment across key business lines

What you have

Required Experience:

• 10+ years of financial services, preferably product strategy and/or offer management experience

• Deep understanding of wealth management, particularly models, SMAs, and tax-optimized investing.

• Demonstrated ability to strategize, design and build scalable solutions 

• Strong working knowledge of portfolio transition mechanics, tax-aware liquidation, and solutions for concentrated equity positions

• Proven success collaborating across product, investment, legal, technology, and distribution teams to shape and launch enterprise capabilities

• Excellent communication, presentation, and executive engagement skills; able to influence across a matrixed organization

• Strong problem-solving ability with a bias for action and innovation

• Bachelor’s degree required

Preferred Experience:  

• MBAor other advanced credentials strongly preferred

• High degree of comfort dealing with ambiguity in a dynamic and fast paced work environment

• Demonstrated ability to influence and drive outcomes in a highly matrixedorganization

• Excellent writing and storytelling skills, particularly when crafting materials for senior leadership or external stakeholders

• Strong emotional intelligence/maturity

• Senior level executive presence

• Comfortable with debate and willing to challenge the status quo

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