Director, Alternative Investments Product Management

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 is tasked with driving our strategy to create an integrated Wealth and Advice Solutions business and prioritize investments in these areas. We have consolidated our organization, leadership, expertise, and execution efforts with one roadmap for wealth management at Schwab. Within WAS, The Director, Alternative Investments Offer Management, will be a part of the Investment & Offer Solutions (IOS) group, reporting to, the Managing Director, Alternative Investments and Income Solutions.

IOS is responsible for managing our proprietary Separately Managed Account products as well as third-party product marketplaces (Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529). Our mission is to provide a positive experience for Schwab clients that invest in these products, while growing a key revenue stream. The Director, Alternative Investments Offer Management will be responsible for leading high-impact efforts to expand the products and capabilities we provide our RIA clients via our Advisor Services Business. In addition to managing our existing product platforms and third-party relationships, this individual will be tasked with helping to define and deliver the strategic roadmap to improve the Alternative Investments capabilities for our RIA clients and their end investors.

Given the rapid growth in client and advisor demand for this asset class, this is a high-impact role that requires depth of product knowledge, the ability to lead strategic efforts but also to execute, and a high degree of service orientation to ensure close partnership with the Advisor Services business and the RIAs we serve. The Director will work closely with internal partners (e.g., product leaders, research partners, and leaders across Advisor Services, Operations, Technology, Legal and Compliance) and external partners (e.g., asset managers, fintechs, etc.) to ensure strategic alignment and progress on priorities to support our RIA clients. The Director will be energetic and enthusiastic about serving clients and our business partners, developing strategies, completing initiatives, and financial services broadly – with a particular focus on Alternatives.

What you have Required Qualifications • Work experience in financial services - consulting, product management and/or internal strategy functions; experience leading and completing major initiatives is required • 5 years of Alternative Investments and Structured Products experience, ideally in a product management role • 3 years in strategy consulting or product/offer management • 5 years of management experience with demonstrated ability to build and lead teams • Bachelor’s degree required; MBA and/or equivalent post-MBA level experience a plus • Licenses: Series 7 and 24 required (may be obtained within 120 days of employment) Preferred Qualifications • A strategic thinker with strong business judgment and analytical skills, who is able to problem solve as issues arise and effectively frame decisions for leadership alignment • Strong project management skills, including attention to detail and the ability to multi-task and work efficiently (independently and with teams), to meet tight deadlines • High degree of comfort dealing with ambiguity, motivated to drive results while operating autonomously in a dynamic and fast-moving work environment • Outstanding communication and influencing skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to and persuading executive audiences • Dynamic relationship building, partnership, and collaborative skills What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance