Senior Manager, Alternative Investments Offer Management
Charles SchwabSan Francisco, CA, United Statesjob_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionBachelor’s degree required; advanced degree or relevant certifications a plus. 5+ years total work experience with 3+ years in financial services, preferably in product management, offer management, or operations supporting Alternative Investments or similar products. Demonstrated ability to manage daily operational activities, resolve issues, and support product enhancements. Experience collaborating with cross-functional teams and external partners. Attention to detail, organizational skills, and ability to manage multiple priorities. Excellent written and verbal communication skills, with the ability to clearly document processes and communicate effectively with stakeholders. Curious thinker with strong business judgment and analytical skills; grit to solve problems and drive work forward. Comfort dealing with ambiguity; motivated to drive results autonomously in a dynamic environment. Ability to create presentations and effectively present to and persuade stakeholders. Familiarity with Alternative Investments, Structured Products, or similar investment products. Licenses : Series 7. 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a sabbatical after every 5 years of service for eligible positions Paid parental leave and family-building benefits Tution reimbursement Health, dental, and vision insurance
Senior Manager, Alternative Investments Offer Management
Join to apply for the Senior Manager, Alternative Investments Offer Management role at Charles Schwab
Overview
Within Schwab’s Wealth & Advice Solutions (WAS) organization, the Senior Manager, Alternative Investments Offer Management will be part of the Investment & Offer Solutions (IOS) group. IOS manages proprietary Separately Managed Account products and third-party product marketplaces across Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529. The mission is to provide positive experiences for Schwab advisors and clients while growing win-win monetization opportunities.
What you’ll do
- Provide day-to-day management and operational support for Schwab’s Alternative Investments & Structured Products advisor platforms.
- Support core offer management activities, including platform maintenance, onboarding of new issuers and funds, performance reporting, and field enablement support.
- Engage in ongoing product strategy and project execution with internal partners (Operations, Technology, Legal, Compliance, Advisor Services) and external partners (asset managers, fintechs) to ensure smooth delivery and positive client experience.
- Monitor platform performance, analyze issues, and implement enhancements.
- Onboard new products, managers, or platform features; maintain and update product documentation, training materials, and process guides.
- Assist with regulatory and compliance requirements related to Alternative Investments and support internal audits.
- Lead or support process improvement initiatives.
What you have
Preferred qualifications
What’s in it for you
Schwab offers a culture of growth through meaningful work, continuous learning, and collaboration. Our Hybrid Work and Flexibility approach balances client service with opportunities to be together in person. We provide a competitive benefits package including :
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr
serp_jobs.job_alerts.create_a_job
Senior Manager Investment • San Francisco, CA, United States
Job_description.internal_linking.related_jobs
Senior Manager, Investor Relations.NVIDIA is the world leader in Accelerating Computing.We are passionate about four markets : Gaming, Automotive, Enterprise Graphics and HPC / Cloud Datacenters; in a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Financial Advisory Senior Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.
This role sits within ICONIQ Investment Management...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
A company is looking for a Revenue Growth Management Associate Director.Key Responsibilities Lead and manage the RGM team to drive strategy development aligned with brand priorities Integrate RG...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Alternative Investments Specialist.Bank of America Merrill Alternative Investments is seeking an experienced sales professional to join the Alternative Investments Specialist organization supportin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days 
Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world.As a premier global asset management organization with more than 85 years of experience, we p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Manager, M&A Integration.Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
This role will be strongly focused on existing client management and new client business development.This multi-faceted role requires someone who is comfortable in our entrepreneurial environment a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
As an FP&A Manager, you will be a key player in shaping the company's financial strategy.Supporting the Associate Director of FP&A, you'll handle global FP&A activities, including the monthly finan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Medallia is the pioneer and market leader in Experience Management.Our award-winning SaaS platform, Medallia Experience Cloud, leads the market in the understanding and management of experience for...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Ardelyx is a publicly traded commercial biopharmaceutical company founded with a mission to discover, develop and commercialize innovative first-in-class medicines that meet significant unmet medic...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Information for California residents.The Senior Manager, Business Analytics Solutions is responsible for defining and driving business intelligence (BI) requirements in partnership with technical a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 A company is looking for a Senior Partner Marketing Manager to lead marketing engagement with their Data and Storage partner ecosystem.
Key Responsibilities Developing co-marketing plans with Data...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
- serp_jobs.job_card.promoted
Senior Manager, Investor Relations
NVIDIASanta Clara, CA, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Senior Analyst, Financial Advisory Investment Management
Iconiq GrowthSan Francisco, CA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer
Data AnnotationVallejo, Californiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Revenue Growth Management Director
VirtualVocationsHayward, California, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Alternative Investments Regional Specialist - Private Bank
Bank of AmericaSan Francisco, CA, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Senior Manager, AI Partnerships
VisaSan Francisco, CA, United Statesserp_jobs.job_card.permanent
- serp_jobs.job_card.promoted
Manager, Strategic Partnerships
VisaSan Francisco, CA, United Statesserp_jobs.job_card.permanent
- serp_jobs.job_card.promoted
Senior Director - Crypto Strategic Initiatives
VisaSan Francisco, CA, United Statesserp_jobs.job_card.permanent
- serp_jobs.job_card.promoted
Senior Alternative Investment Specialist – B / D West Region
T. Rowe PriceSan Francisco, CA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Senior Manager, M&A Integration
VisaSan Francisco, CA, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Senior Investment Principal
Partners CapitalSan Francisco, CA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
FP&A Manager II
Bio-Rad LaboratoriesHercules, CA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
CX Advisory, Senior Manager
Medallia, Inc.Pleasanton, CA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Senior Manager, Corporate Development and Strategy
ArdelyxNewark, CA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Senior Manager, Business Analytics Solutions
The Pasha GroupSan Rafael, CA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Customs and Border Protection Officer
U.S. Customs and Border ProtectionMontara, CA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Senior Partner Marketing Manager
VirtualVocationsFremont, California, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer
Data AnnotationNovato, Californiaserp_jobs.filters.remote
serp_jobs.job_card.full_time +1