Senior Manager, Third-Party Asset Manager ETF Relationship 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’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management investment products and solutions to both retail and registered investment advisor (RIA) clients.

Within WAS, the Senior Manager, Third-Party Asset Manager Relationship Management will be a part of the Investment Offers & Solutions (IOS) group’s Mutual Fund and ETF platform relationship management team.   Our mission is to provide a positive experience for Schwab clients that invest in these products.

The Senior Manager, Third-Party Asset Manager Relationship Management will be responsible for helping shape plans for new initiatives which include

• Developing and leading an end-to-end process for the creation, negotiation and execution of contracts with third-party asset managers
• Partnering with key stakeholders to negotiate relationship terms

What you have

Required qualifications:

• Bachelor’s degree and minimum of 5 years’ relevant experience managing complex initiatives in the financial services industry.
• Mutual Fund and ETF industry experience.
• Experience with legal contracts and their business implications including the ability to quickly interpret complex terms, identify risks or ambiguities that impact stakeholders.
• Experience negotiating contract terms with external parties and the utilization of both assertiveness and diplomacy to reach favorable outcomes.
• Strong project management experience with cross-functional project management and relationship building skills; can work in both a strategic and executional capacity.

Preferred qualifications:

• Prior experience with wealth or asset management
• Understanding of SQL and database management systems
• Experience with Morningstar
• Critical thinking skills to break down complex situations and pinpoint root causes with a focus on solutions to drive improvements.
• Demonstrated ability to zoom in to scrutinize specifics while also zooming out to understand how those details fit into broader goals.
• Possesses emotional intelligence and strong communication skills to build trust and align others with a vision or goal to gain buy-in.
• Highly resourceful, adaptable, and creative problem solver, who can thrive in a dynamic environment, solve issues with urgency as they arise, and drive progress in ambiguous situations.
• Strong communication skills: articulate, clear and compelling in speech and writing.
• Ability to tell stories with data and develop them into robust presentations.
• A positive attitude, enthusiasm, professionalism, and a strong work ethic.