Senior Manager, Third-Party Asset Manager ETF Relationship Management

Charles Schwab

4

(159)

Lone Tree, CO

Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.
  • #2025-111151

    Position summary

    ive experience for Schwab clients that invest in these products.

    The Senior Manager, Third-Party Asset Manager Relationship Management will be responsible for helping shape plans for new initiatives which include

    • Developing and leading an end-to-end process for the creation, negotiation and execution of contracts with third-party asset managers

    • Partnering with key stakeholders to negotiate relationship terms

    What you have

    Required qualifications:

    • Bachelor's degree and minimum of 5 years' relevant experience managing complex initiatives in the financial services industry.

    • Mutual Fund and ETF industry experience.

    • Experience with legal contracts and their business implications including the ability to quickly interpret complex terms, identify risks or ambiguities that impact stakeholders.

    • Experience negotiating contract terms with external parties and the utilization of both assertiveness and diplomacy to reach favorable outcomes.

    • Strong project management experience with cross-functional project management and relationship building skills; can work in both a strategic and executional capacity.

    Preferred qualifications:

    • Prior experience with wealth or asset management

    • Understanding of SQL and database management systems

    • Experience with Morningstar

    • Critical thinking skills to break down complex situations and pinpoint root causes with a focus on solutions to drive improvements.

    • Demonstrated ability to zoom in to scrutinize specifics while also zooming out to understand how those details fit into broader goals.

    • Possesses emotional intelligence and strong communication skills to build trust and align others with a vision or goal to gain buy-in.

    • Highly resourceful, adaptable, and creative problem solver, who can thrive in a dynamic environment, solve issues with urgency as they arise, and drive progress in ambiguous situations.

    • Strong communication skills: articulate, clear and compelling in speech and writing.

    • Ability to tell stories with data and develop them into robust presentations.

    • A positive attitude, enthusiasm, professionalism, and a strong work ethic.

    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

    Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.