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 together.
Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management investment products and solutions to both retail and registered investment advisor (RIA) clients.
Within WAS, the Senior Manager, Third-Party Asset Manager Relationship Management will be a part of the Investment Offers & Solutions (IOS) group’s Mutual Fund and ETF platform relationship management team. Our mission is to provide a positive experience for Schwab clients that invest in these products.
The Senior Manager, Third-Party Asset Manager Relationship Management will be responsible for helping shape plans for new initiatives which include
Developing and leading an end-to-end process for the creation, negotiation and execution of contracts with third-party asset managersPartnering with key stakeholders to negotiate relationship terms What you haveRequired qualifications:
Bachelor’s degree and minimum of 5 years’ relevant experience managing complex initiatives in the financial services industry.Mutual Fund and ETF industry experience.Experience with legal contracts and their business implications including the ability to quickly interpret complex terms, identify risks or ambiguities that impact stakeholders.Experience negotiating contract terms with external parties and the utilization of both assertiveness and diplomacy to reach favorable outcomes.Strong project management experience with cross-functional project management and relationship building skills; can work in both a strategic and executional capacity.Preferred qualifications:
Prior experience with wealth or asset managementUnderstanding of SQL and database management systemsExperience with MorningstarCritical thinking skills to break down complex situations and pinpoint root causes with a focus on solutions to drive improvements. Demonstrated ability to zoom in to scrutinize specifics while also zooming out to understand how those details fit into broader goals.Possesses emotional intelligence and strong communication skills to build trust and align others with a vision or goal to gain buy-in.Highly resourceful, adaptable, and creative problem solver, who can thrive in a dynamic environment, solve issues with urgency as they arise, and drive progress in ambiguous situations.Strong communication skills: articulate, clear and compelling in speech and writing.Ability to tell stories with data and develop them into robust presentations.A positive attitude, enthusiasm, professionalism, and a strong work ethic. 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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