Director, Asset Management Strategy

    • San Francisco, CA

Your Opportunity The Director of Platform Strategy will play a significant role on the team, primarily focused on planning and implementing major strategic initiatives that intersect the priorities of key business partners within our broader asset management organization (Schwab Asset Management Services, or SAMS). The overall SAMS team is passionately committed to providing solutions that help Schwab clients achieve their financial goals. SAMS includes:

  • Charles Schwab Investment Management (CSIM), the investment advisor for the Schwab Funds mutual funds and ETFs;
  • Charles Schwab Investment Advisory (CSIA), which includes all of our proprietary managed accounts, including Schwab Intelligent Portfolios, Schwab Managed Portfolios, Windhaven Investments and ThomasPartners;
  • The Schwab Center for Financial Research (SCFR), who provide industry insights for investors
  • The Asset Management Client Solutions (AMCS), responsible for leading Schwab's 3rd party platforms, offering Mutual Funds, Managed Accounts, ETFs, Annuities & Insurance, and Alternative Investments

What you're good at
The Director's projects will therefore be broad in scope and require creativity and highly innovative critical thinking, as well as planning, communication, and partnership skills. The successful candidate must be ambitious and passionate about strategy, analytics and financial services. S/he will be self-motivated, results oriented and able to partner with senior leaders on major strategic initiatives. A passion for helping clients achieve their financial goals is a must.

The Director will be a key member of a fast-paced team focused on strategic initiatives that cross product platforms and intersect with the priorities of key business partners in Investor Services, Advisor Services and other Schwab teams. The Director will work closely with internal and external partners developing strategies to address changing industry trends, to evolve our business and economic model, pursue market growth opportunities and improve internal business processes and operations. Our team is responsible for AMCS platforms' strategies, which encompass all of Schwab's money management and portfolio advice solutions.

What you have
  • 8-10 years of work experience in asset management, consulting, investment banking, corporate development and/or internal strategy function. Highly preferred experience includes:
  • Consulting experience or corporate strategy experience
  • Asset management experience can include experience in strategy, product management, product development, operations, finance, sales or relationship management
  • Bachelor's degree required. MBA and/or equivalent post-MBA level experience a plus
  • High degree of comfort dealing with ambiguity; comfort in a dynamic and fast paced work environment
  • A strategic thinker with strong business judgment and analytical skills, who is able to problem solve as issues arise and utilize data-driven decision making
  • Excellent project management skills, including attention to detail and the ability to multi-task and work efficiently (independently and with teams), to meet tight deadlines with minimal direct supervision
  • Dynamic relationship building and partnerships skills; a strong teammate with experience leading initiatives across multiple departments
  • Outstanding communication and influencing skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to and persuading executive audiences
  • Expert user of PowerPoint and Excel, including modeling and data manipulation required

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