Product Manager – Asset Management

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.

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 March 31, 2025, Schwab Asset Management managed approximately $1.4 trillion on a discretionary basis and $33.8 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 into the Director, SAM Product Strategy and Development team, the Product Manager will be a key member of the team in supporting the growth of our SAM Model Portfolios business. In addition, the Product Manager may also provide support to other products in the multi-asset space such as target date, target risk, income, or sub-advised funds.

The primary responsibilities include:

• Management and production of client support and marketing collateral for SAM Model Portfolios, Asset Allocation frameworks and Capital Markets Expectations
• Sales and distribution platform support and
• Driving marketing initiatives.

More specifically, this role is expected to assist in the execution of product-based projects such as quarterly and annual reporting, product launch processes and product enhancements, product positioning, RFP responses, data validation/research, governance and regulatory communications.

This is an individual contributor position that requires a strong self-starter that works well both across teams and independently.

This full-time position, based in Denver is part of the Schwab Asset Management Product Management and Innovation team.

What you have

Required Qualifications

• 5+ years of financial services experience and a solid understanding of financial markets
• 3+ years of product or project management experience
• Bachelor’s degree or equivalent

Preferred Qualifications

• Series 7 License
• Highly organized and detail-orientated
• Ability to multi-task and prioritize in an intensive, multiple-deliverable work environment
• Thrives in a collaborative, fast-paced environment, strong attention to detail, and is committed to providing outstanding customer service every day
• Able to prioritize and manage workload independently in a high-volume, deadline-driven environment
• Superior relationship-building skills
• Strong data analysis and problem-solving skills
• Excellent written and verbal communication skills
• Strong proficiency in Microsoft Office Suite

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