Director, Third-Party Mutual Fund and ETF Strategy and 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.

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 Investment Offers and Solutions group is responsible for managing our third-party product marketplaces, featuring mutual funds, ETFs, managed accounts, and alternatives from hundreds of asset managers.  We develop new products and services for clients, build relationships with third-party asset management partners, maintain a healthy client offering, and work effectively with outside firms to create a positive client experience.  

You will have the opportunity to drive and build strategic relationships between Schwab and important third party asset managers who provide investment solutions to Schwab’s clients. You will use a strategic approach to align relationships with platform strategy, while coordinating efforts across numerous internal and external stakeholders.

• Drive projects that include product development and project management on a 3^rd Party Asset Manager Platform
• Develop and implement a strategic approach to third-party asset managers, based on a shared commitment to mutual goals and alignment with broader team strategy
• Leverage data and information resources to develop management reporting, narratives, diagnose issues, and drive conversations
• Identify opportunities to engage asset managers on a strategic level to support our firm objectives and engage colleagues from across the organization as needed
• Identify key partners to engage in value-add meetings, set the agenda, prepare presentation materials, and follow up on implementation in a timely manner
• Collaborate with colleagues and asset managers to manage executive exposure, while ensuring executives are effectively prepared for all interactions with the asset management firms
• Assist in development of processes that support the mandate of the team, including documentation of interactions in Salesforce, robust communication protocols among internal stakeholders and senior leadership, adherence to company policies and procedures, and overall risk mitigation.

What you have

Required Qualifications:

• Mutual Fund and ETF experience, with an understanding of both micro and macro dynamics at play in the industry
• Demonstrated ability to build and execute a strategic roadmap and business plan for commercial partnerships
• Investment product management or project management experience
• Proven ability to build trusted relationships, both internally and externally, in pursuit of shared objectives
• Highly organized and detail oriented; strong time management skills and the ability to prioritize our most critical activities and drive toward timely completion
• Self-motivated, with a roll-up-your-sleeves attitude to work through ambiguity or challenges
• Robust communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade audiences
• Passion for being on the leading edge in a changing financial services environment
• Proficient at Powerpoint, Excel, and Salesforce
• BA/BS degree

 Preferred Qualifications:

• Proficient with database and data visualization tools
• Experience with industry data sources such as Morningstar, FactSet, Bloomberg
• MBA or Masters in a quantitative field