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Sr. Manager - Product Management Asset Allocation Funds - Military veterans preferred

Company name
Charles Schwab & Co., Inc

Lone Tree, CO

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\t\t Description: Lone Tree - CO, DENR2, 9800 Schwab Way, 80124Axle J Marcoline20171030-5523We believe that, when done right, investing liberates\u00a0people\u00a0to create their own destiny.\u00a0We are driven\u00a0by our purpose to champion every client\u2019s goals with passion and integrity.\u00a0We respect\u00a0and appreciate the diversity of our employees, our clients, and the communities we serve.\u00a0We challenge\u00a0conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of \u2018own your tomorrow\u2019 every day.\u00a0We champion\u00a0our employee strengths, guide their development, and invest in their long-term success.\u00a0We hire\u00a0optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.Our Opportunity:\u00a0Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $320 billion under management in mutual funds and ETFs. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.\u00a0Reporting into the Managing Director, Multi-Asset Product Management, the Senior Manager will play a vital role in the long-term growth of CSIM\u2019s Target Date and Target Risk products, which have over $22B assets under management.\u00a0 The role, which is for an individual contributor at this time, is envisioned to evolve over two stages:\u00a0
Initially, the focus will be in supporting the two current Senior Managers in the product management and sales support for the Target Date products, which includes being the point person for the team in CSIM productivity enhancement initiatives.
Over-time, the new Senior Manager will take ownership of a product line in either the Target Risk or Target Date areas.\u00a0 This could encompass the launch and scaling of a new series of products.
In parallel with the above, the new Senior Manager will support the Managing Director in strategic and business planning for both the Target Date and Target Risk product lines.

\u00a0What you\u2019ll do:Responsibilities for this position fall into three categories:\u00a0Product Owner and Subject Matter Expert
Drive the creation, maintenance and enhancement of the products\u2019 strategic positioning versus both external competitors and Schwab products
Translate positioning into strategic plans and tactical actions to grow distribution in partnership with CSIM Sales, CSIM Marketing and Portfolio Management
Partnering with Product Strategy & Development on determining major enhancements to the products, including services that might be attached to the products
Analyze the AUM, flows and shareholder base for insights to drive distribution efforts.\u00a0 Incorporate third party research, field and client feedback to enhance insights
Identify potential causes of attrition and threats to long-term growth.\u00a0 Develop potential actions to counter negative trends
Partner with Portfolio Management, Client Portfolio Strategists and Performance Reporting to understand the underlying drivers of over/under performance, and determine potential strategic and tactical opportunities for marketing messages
Be a relentless yet balanced advocate on the assigned products\u00a0

Owner of Product Content
Accountable for overseeing that content accurately represent the products and maintaining the materials, which includes driving or participating in the content generation, approval and quality control processes as well as contributing to RFPs
Identify content needs and develop pieces in partnership with Sales, Marketing, Portfolio Management and other key stakeholders within CSIM and Schwab.\u00a0 Content could range from: evergreen product profiles, quick responses to market events, sales pitch PowerPoints, FAQs, talking points for Sales, quarterly fund performance commentaries, data reports, sales sheets, sales ideas, brochures, etc.
Responsible for partnering with publishing teams on how to enhance the web experience for the products on both CSIM and CS & Co websites\u00a0

Project Management
Partner with CSIM Program Management and CS&Co Project Services for the implementation of major product initiatives
Driving implementation of projects with teams as diverse as Fund Accounting and Administration, Technology, Brokerage Operations, Marketing, Finance, Legal, Compliance, Portfolio Management, Sales, Client Experience and Schwab call center teams

What you have:Range and versatility will be the key determinants of success in the role.\u00a0 During the course of a typical day, the product manager will likely have multiple projects that cut across many of the responsibilities listed above.\u00a0 As such, the successful candidate will have demonstrated the ability to operate with a General Manager\u2019s skill set and can be both a mile wide and a mile deep on many topics.\u00a0\u00a0Specifically, the candidate will have demonstrated capabilities and shown capacity for growth in the following areas:\u00a0
Superior relationship-building and project management skills with the ability to influence and build consensus across all levels of CSIM and the Schwab Corporation
Skilled at simultaneously operating at both the strategic and tactical levels
High attention to detail with the ability to multi-task while working efficiently and independently in groups to meet tight deadlines with light supervision
Ability to learn quickly and thrive in a complex, dynamic environment, with sound judgment, planning and organization skills
Resourcefulness and tenacity to successfully work through issues by navigating / maneuvering the organization, processes and procedures
Strong analysis and problem solving skills
Excellent written and verbal communication skills, including demonstrated ability in creating PowerPoint presentations and product collateral for audiences ranging from novice retail investors, sophisticated 401k plan consultants, Schwab sales forces and Schwab senior executives
8 years related experience in financial services product management and/or strategy, ideally in investment management
Bachelor\u2019s degree required
Series 7 required.\u00a0 Can be obtained within the first year of employment
A big plus:\u00a0 Experience working with Turnkey Asset Management Providers, Independent Broker/Dealers and Exchange Traded Funds\u00a0

\u00a0What you\u2019ll get:
Comprehensive Compensation and Benefits package.
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
Work/Life Balance: Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
Not just a job, but a career, with an opportunity to do the best work of your life.\u00a0

Learn more about Life@Schwab.\u00a0Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law. \t\t Job Specifications

Relocation Offered?:

Work Schedule:

English - spoken

Current Licenses / Certifications:
FINRA Series 7

Relevant Work Experience:
Financial Services-6 yrs, Investment Management - 6 yrs

Position Located In:
CO - Lone Tree


Job Type:
Full Time

\t\t\t\t\t\t Category:Investment Management & Research \t\t Activation Date: Tuesday, November 14, 2017 \t\t Expiration Date: Saturday, April 14, 2018 \t\t Apply Here \t
See Job Description

Company info

Charles Schwab & Co., Inc
Website :

Company Profile
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

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