Senior Manager Proprietary Managed Account Offers
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Before you apply
Salary$120k – $170k
LocationWestlake, Texas, United States; Austin, Texas, United States; Orlando, Florida, United States; Jersey City, New Jersey, United States
Work modeon-site
Typefull-time
SenioritySenior
Experience5+ yrs
Company size10,000+ people
PostedOct 19, 2026 · 2w ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Bachelor's degree
5+ years of experience in strategy, consulting, product development, or offer management
Strategic Thinking and Product Strategy skills
Data Analysis and Problem Solving skills
Project Management skills
Decision Making skills
Communication skills
MBA or equivalent advanced business experience
Experience within financial services or a consulting firm
Experience supporting separately managed accounts or other investment management products
Product Management and Market Analysis skills
Stakeholder Management and Cross-Functional Collaboration skills
Adaptability when responding to changing priorities, evolving market conditions, and ambiguous business challenges
Proficiency with Microsoft PowerPoint
Proficiency with Microsoft Excel
Experience developing business cases and translating complex analysis into clear, compelling recommendations
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
Skills
Microsoft PowerPoint
Microsoft Excel
Benefits
401(k)
Employee stock purchase plan
Paid time off
Sabbatical
Paid parental leave
Family building benefits
Tuition reimbursement
Health insurance
Dental insurance
Vision insurance
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 location(s).
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Schwab Investment Platforms, Solutions, and Strategy brings together investment platforms, product solutions, and strategy teams to shape a modern, scalable investment product ecosystem. Within this organization, the Managed Account Offers team guides the end-to-end strategy and ongoing evolution of Schwab’s proprietary separately managed account solutions.
As Senior Manager, Proprietary Managed Account Offers, you will help define product strategy, translate market and client insights into actionable roadmaps, and lead strategic initiatives from development through execution. You will evaluate trends, financial metrics, competitive positioning, pricing, and business tradeoffs to prioritize enhancements that strengthen client value and support sustainable growth.
Success will require thoughtful problem solving, sound decision-making, and adaptability in a dynamic environment. You will build collaborative relationships across Asset Management, Legal, Compliance, Finance, Operations, and Technology to influence priorities, navigate competing perspectives, and deliver meaningful outcomes for Schwab clients.
What you have
Required Qualifications
•
Bachelor’s degree
•
5+ years of experience in strategy, consulting, product development, or offer management
•
Demonstrated Strategic Thinking and Product Strategy skills, including translating a vision into actionable roadmaps and measurable outcomes
•
Demonstrated Data Analysis and Problem Solving skills used to evaluate client needs, financial information, market trends, and business impacts
•
Demonstrated Project Management skills, including managing multiple priorities and delivering work within established deadlines
•
Ability to apply Decision Making skills when evaluating tradeoffs, risks, and competing business priorities
•
Strong written and verbal Communication skills, including developing recommendations and presenting to executive audiences
Preferred Qualifications
•
MBA or equivalent advanced business experience
•
Experience within financial services or a consulting firm
•
Experience supporting separately managed accounts or other investment management products
•
Ability to apply Product Management and Market Analysis skills to product positioning, pricing, enhancements, and lifecycle decisions
•
Ability to use Stakeholder Management and Cross-Functional Collaboration skills to build consensus and influence partners
•
Adaptability when responding to changing priorities, evolving market conditions, and ambiguous business challenges
•
Proficiency with Microsoft PowerPoint and Microsoft Excel
•
Experience developing business cases and translating complex analysis into clear, compelling recommendations
Benefits
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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401(k) with company match and Employee stock purchase plan
•
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
•
Paid parental leave and family building benefits
•
Tuition reimbursement
•
Health, dental, and vision insurance