Sr Manager – Product Management/Marketing
| Company | Charles Schwab |
|---|---|
| Location | Lone Tree, CO, USA, San Francisco, CA, USA, Westlake, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree required, MBA or CFA preferred
- Ideally, a minimum of 7-10 years working in the asset management industry
- 5 to 7 years of direct experience in the mutual funds industry ideally with a strong working knowledge of fixed income markets and securities
- Strong understanding liquidity products and liquidity management
- Ability to work with data to find insights on client behavior/needs and understand financial trade-offs of product options
- Self-starter comfortable in juggling multiple projects with potentially conflicting priorities and resource/time constraints. Strong understanding of business strategy and development of business planning
- Compose clear and informative content for a wide variety of publications including client reports, web pages, marketing materials, and PowerPoint decks
- Strong project management skills: building and leading project plans
- Understanding of Charles Schwab’s (Schwab) distribution channels and Schwab’s business model for investors
- Strong written and verbal skills
- Natural ability to build, manage relationships and lead-up across a matrixed organization
- Series 7 required. May obtain within first 6 months in the role
Responsibilities
- Accountability for program associated with Schwab Liquidity Consulting Services (SLCS) and support product management of Schwab Money Funds product and positioning
- Provide program and product insights as well as competitive analysis for internal and external audiences
- Provide content support on SLCS program and product initiatives
- Research competitive landscape from a program and product perspective
- Ensure the relevance and accuracy of information provided on the funds to clients and prospects. Items include fact sheets, performance summaries, web pages, sales support materials, etc.
- Serve as the “voice of the client” in the development of reports, prospectuses and other fund documents
- Address program and product inquiries from the internal audiences, clients and prospects
- Closely partner with Investment Portfolio Strategists and key business partners
- Support sales efforts and work across the organization to support distribution of the program and funds
- Positioning vis-à-vis competitors and complimentary Schwab products
- Improvements ranging from small actions to product line overhauls
- Support new program/fund launches or changes to existing programs and products
- Be the committed advocate, promoter and subject matter authority of Schwab Liquidity Consulting Services
- Support opportunities to grow assets under management through quantitative analyses of client behavior patterns, client needs, market research and feedback from business partners
- Craft external and internal facing marketing collateral, presentations, training, FAQs, etc.
Preferred Qualifications
-
No preferred qualifications provided.