Charles Schwab

Product Manager, Schwab Asset Management

Charles Schwab • $95K — $115K *
Lone Tree, CO 80124In-Person
Finance & Insurance
Less than 5 years of experience
2 days ago
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent experience
  • 3+ years in financial services with knowledge of markets and investment products
  • Ability to manage multiple tasks in a deadline-driven environment
  • Strong analytical skills for evaluating data and supporting decisions
  • Attention to detail in reporting and communications
  • Excellent communication skills for stakeholder engagement
  • Collaborative relationship-building across teams
  • Problem-solving skills for navigating ambiguity
  • Proficiency in Microsoft Office Suite

Responsibilities

  • Coordinate multiple product-related initiatives to support growth
  • Drive product enhancements and launch activities efficiently
  • Manage quarterly and annual reporting and governance communications
  • Conduct research and validate data to facilitate informed decisions
  • Create and maintain client-facing marketing collateral and strategies
  • Collaborate cross-functionally to enhance client experience
  • Leverage analytical thinking to deliver high-quality outcomes

Benefits

  • Opportunity to work within a leading investment management firm
  • Exposure to a diverse range of investment solutions and products
  • Support for professional development and collaborative work environment
  • Potential for performance-related bonuses or incentives
  • High visibility and impact within the organization
Full Job Description
Schwab Asset Management (SAM) is one of the industry’s largest asset managers, dedicated to helping investors achieve their financial goals through a focused lineup of ETFs, mutual funds, separately managed accounts, and multi-asset investment solutions. As part of the Product Management and Innovation team, this role offers the opportunity to directly support the continued growth of Schwab Asset Management’s Model Portfolios business while contributing to broader multi-asset investment offerings.

Reporting to the Senior Manager, Product Strategy and Development, you will play a key role in delivering product-related initiatives that influence business growth, client engagement, and investment solution positioning. Success in this role requires the ability to coordinate multiple priorities while collaborating across product management, sales, distribution, marketing, operations, compliance, and investment teams. You will help drive product enhancements, product launch activities, quarterly and annual reporting, governance and regulatory communications, research initiatives, and data validation efforts that support informed business decisions.

In addition, you will help create and maintain client-facing materials, marketing collateral, and asset allocation frameworks, that support the firm’s distribution strategy and enhance the client experience. As a highly visible individual contributor, you will leverage analytical thinking, communication, collaboration, and problem-solving skills to deliver high-quality outcomes in a fast-paced environment while contributing to Schwab’s mission of helping investors achieve better financial outcomes.

What you have

Required Qualifications

  • Bachelor’s degree or equivalent experience
  • 3+ years of experience in financial services with demonstrated knowledge of financial markets and investment products
  • Demonstrated ability to organize, prioritize, and manage multiple deliverables in a deadline-driven environment
  • Strong Analytical Thinking skills with the ability to evaluate information, validate data, identify issues, and support decision-making
  • Proven Attention to Detail when managing reporting, client communications, research, and product-related materials
  • Strong Communication skills, including the ability to create clear written content and effectively communicate with a variety of stakeholders
  • Demonstrated Building Collaborative Relationships skills and ability to work effectively across cross-functional teams
  • Strong Problem Solving capabilities with the ability to navigate ambiguity and develop practical solutions
  • Ability to work independently while maintaining accountability for high-quality outcomes
  • Proficiency with Microsoft Office Suite, including Excel, PowerPoint, and Word
  • Commitment to delivering a high standard of service and stakeholder support

Preferred Qualifications

  • Series 7 license
  • Experience supporting investment products, model portfolios, asset allocation strategies, or multi-asset investment solutions
  • Experience creating client-facing presentations, marketing materials, or product positioning content
  • Demonstrated Adaptability in managing changing priorities and evolving business needs
  • Experience supporting product launches, product enhancements, governance activities, regulatory communications, or RFP responses
  • Familiarity with investment research, portfolio analytics, or product development processes

 

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Charles Schwab

More Finance & Insurance Jobs

Find similar Product Manager, Schwab Asset Management jobs:

NationwideLone Tree, CO