Welcome page Returning Candidate? Log in Director, Asset Manager Data Solutions Job Locations US-TX-Westlake | US-CO-Lone Tree | US-TX-Austin Requisition ID 2025-111150 Posted Date 1 day ago(5/27/2025 11:55 AM) Category Product & Project Management Salary Range USD $119,000.00 - $220,000.00 / Year Application deadline 6/9/2025 Position Type Full time Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry tog

 

The Investment Offers and Solutions group is responsible for managing our third-party product marketplaces, featuring mutual funds, ETFs, managed accounts, and alternatives from hundreds of asset managers.  These asset managers receive data from Schwab to better service our clients and strategically run their businesses.

 

The Director of Asset Manager Data Solutions is an entrepreneurial leadership role that is accountable for the development, enhancement, and delivery of our data offering for third party asset managers.

 

This role will work closely with internal partners in our client enterprises, technology, operations, risk, legal and compliance, as well as our external vendors in the development and delivery of robust data offering. The Director will also build collaborative relationships with asset managers as we continue to maintain, refine, and collaborate in serving our mutual clients

What you have

Required qualifications:

8+ years of work experience in financial services or fintech in a data-driven functionHistory of building strong B2B relationships around data, sales distribution, and/or business intelligence; seasoned in making presentations to senior leadersExperience working with internal and external (e.g., vendors, clients) parties in the development and delivery of a data productLeadership and collaboration skills in working across a large complex organization with multiple stakeholdersTop notch written and verbal communications; ability to draw insights and tell stories with data and develop them into robust presentationsProficient in data visualization tools and methods for creation of robust reporting and dashboards

Preferred qualifications:

Understanding of SQL and database management systemsProficient with data visualization tools such as TableauExperience with third party data sources such as Morningstar, FactSet, BloombergMBA or Masters in a quantitative fieldAbility to identify and resolve data quality issues and challenges Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

 

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.   Application FAQs

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