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

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 3rd 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

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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:

• 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