Director, Alternative Investments Offer Management

Pay range: USD $119,000.00 - $264,600.00 / Year

Your opportunity

At Schwab, you're empowered to make an impact. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Schwab's Wealth & Advice Solutions (WAS) organization is tasked with driving our strategy to create an integrated Wealth and Advice Solutions business and prioritize investments in these areas. We have consolidated our organization, leadership, expertise, and execution efforts with one roadmap for wealth management at Schwab.

Within WAS, The Director, Retail Alternative Investments Offer Management, will be a part of the Investment & Offer Solutions (IOS) group. IOS is a team of curious, optimistic, and gritty employees responsible for managing our proprietary Separately Managed Account products and third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529). Our mission is to provide a positive experience for Schwab clients that invest in these products, while growing a key revenue stream.

The Director, Retail Alternative Investments Offer Management will be responsible for leading high-impact efforts to expand the products and capabilities we provide our Retail clients via our Investor Services Business. In addition to supporting our existing product platforms and third-party relationships, this individual will be tasked with delivering the strategic roadmap to improve the Alternative Investments capabilities for our Retail clients and our client-facing representatives (Branch Network, Schwab Wealth Advisory, Income & Advice Solutions). Given the rapid growth in client and advisor demand for this asset class, this is a high-impact role that requires the ability to effectively and efficiently solve complex problems and maintain close partnership with the Investor Services business.

The Director will work closely with internal partners (e.g., product leaders, research partners, and leaders across Advisor Services, Operations, Technology, Legal and Compliance) and external partners (e.g., asset managers, fintechs, etc.) to ensure strategic alignment and progress on priorities to support our RIA clients. The Director will be energetic and enthusiastic about serving clients and our business partners, activating strategies, completing initiatives, and financial services broadly - with a particular focus on Alternative Investments.

What you have

Required Qualifications

• Experience leading and completing major initiatives in financial services - consulting, product management and/or internal strategy functions

• Led or managed highly performing, multi-discipline teams to meet changing business challenges, all while developing a deep talent bench
• Strong leadership, influencing and motivating skills; proven success in building credibility and strong relationships with peers and stakeholders (both at the Senior and Working Team level)

• 10+ years investment product or project management experience, ideally supporting Alternative Investments
• 3+ years in strategy consulting or product/offer management
• Bachelor's degree required

• Deep understanding of alternative investment products and strategies, distribution models for alternative investments, and demonstrated experience operating an alternative investment platform
• A curious thinker with strong business judgment and analytical skills who, through grit, can solve problems and keep driving work forward
• Strong project management skills, including attention to detail and the ability to multi-task and work efficiently (independently and with teams) to meet tight deadlines
• High degree of comfort dealing with ambiguity, motivated to drive results while operating autonomously in a dynamic and fast-moving work environment
• Outstanding communication and influencing skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to and persuading executive audiences
• Dynamic relationship building, partnership, and collaborative skills
• MBA and/or equivalent post-MBA level experience a plus

• 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