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Charles Schwab · 1 day ago

Senior Manager, Managed Accounts Offer Enablement

San Francisco, CA

Full-time

Hybrid

Senior Level

5+ years exp

Charles Schwab is a financial services company that empowers individuals to shape their financial futures. The Senior Manager of Managed Accounts Offer Enablement is responsible for developing and implementing strategic initiatives for managed account offers, focusing on enhancing client experience and driving market growth.

Financial Services

No H1B

Responsibilities

Execute a strong blend of project/product management, data analysis, critical and strategic thinking, presentation building and execution skills to deliver on various high-impact cross-functional projects to further elevate Schwab’s Managed Account client experience and enable a proactive approach to industry trends and dynamics

Ensure processes and procedures supporting functions of the managed account client experience are maintained to minimize risk to the firm and to drive efficiency and scale in platform maintenance

Gather insights to understand client needs, pain points, and attitudes to design and/or position products, develop product maps to evolve our offers and drive value for our clients

Lead/support day-to-day management of our existing proprietary and third-party separately managed account offerings to help create a positive client experience

Help launch new separately managed account offerings, from concept creation through implementation, and ensure new offers are well positioned for retail investors

Partner closely with internal team colleagues, marketing, sales, operations, legal, compliance, and others in the planning and execution of key projects

Engage with internal stakeholders around the firm, acting both as subject matter expert and change agent for a better client experience and reduced risk to our firm overall

Assist in providing advisors or advice representatives with the necessary content, training, and systems to support effective engagement with end clients

Qualification

Investment offer managementFinancial services experienceData analysisProject managementPowerPoint expertiseExcel expertiseStrategic thinkingCommunication skillsRelationship buildingProblem solvingTeam player

Required

Bachelor's Degree

5+ years of investment offer management and client experience

Experience in the financial services industry, especially as it relates to asset management and managed accounts

Excellent project management skills, including attention to detail and the ability to multi-task and work efficiently (independently and with teams), to meet tight deadlines with minimal supervision

Robust communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to and persuading audiences

A strategic thinker with strong business judgment and analytical skills, who can problem solve as issues arise

Ability to successfully execute on multiple initiatives at the same time, autonomously, quickly, despite challenges, and with great attention to detail

Expert user of PowerPoint and Excel