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Director, Channel Management

Expired Job

Charles Schwab Corporation Chicago , IL 60602

Posted 6 months ago



  • IL, IL150SW, 150 S Wacker Dr, 60606-4111

Axle J Marcoline

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $340 billion under management in mutual funds and ETFs. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

The Director, RIA Channel Management will be part of the Charles Schwab Investment Management (CSIM) Channel Management team. Channel Management is responsible for delivering institutional caliber presence through various distribution support and communication activities that include event sponsorships, partner marketing, field sales support, and educational programs across retail, RIA, intermediary, and DCIO channels. This position of Director, RIA Channel Management will be highly engaged in supporting CSIM's business development initiatives, presence and partnerships across the RIA and retirement marketplace.

What you'll do:

  • Work closely with CSIM Head of RIA Sales, CSIM product managers, Channel Management teammates, CSIM marketing, and Advisor Services to shape and prioritize our distribution focus on RIAs who custody at Schwab, RIAs who custody elsewhere, as well as Retirement Plan Services and Retirement Business Services opportunities

  • Use your unique knowledge of the RIA marketplace to bring recommendations to the team

  • Work closely with the RIA Regional Directors in implementing promotional events and activities

  • Help coordinate requests for senior CSIM and Schwab speakers at conferences and regional events

  • Partner with Digital and Marketing teams to create scalable communications, tools & resources, and other materials to support the distribution needs of the channel

  • Develop and recommend strategies for delivering product education and value add capabilities to RIAs across the country

  • Use competitive data and industry trends to inform strategic recommendations

  • Build and maintain relationships with stakeholders of all levels within CSIM and internal partners to drive execution of strategies

  • Lead implementation of high priority projects including, webinars, partner marketing, and other value added activities needed to drive sales and deepen relationships within the channel

  • Partner with CSIM teams like product management and marketing to execute channel plans and product strategies

  • Manage progress-to-date reports and provide updates to CSIM leadership and partners of our progress

  • Identify opportunities to create new content, events, or programs to drive CSIM's business forward

This is a summary only and duties and responsibilities may be changed from time to time, or over time

What you have:

  • Bachelor's degree required.

  • Natural ability to build relationships with partners in Schwab's business units, across groups within CSIM, and with industry participants and consultants outside of Schwab.

  • 7-10 years working at an asset manager in institutional marketing roles, or comparable

  • Passion for serving clients and for the investment management industry

  • Strong knowledge of the investment management industry and major trends around products, managers and distributors especially within the RIA marketplace

  • Confidence to work with senior leadership inside CSIM and across your assigned channel(s)

  • Demonstrated experience of driving high-caliber institutional programs to important channel partners within the RIA marketplace

  • Ability to work effectively on a variety of projects simultaneously

  • Ability to collaborate with, and effectively maneuver through, the various levels in the organization to influence, engage and inspire other business partners to keep up with CSIM's growth

  • Exceptional written and verbal communication skills; ability to develop concise and effective communications tailored to specific audiences

  • Desire and ability to execute on projects & events from ideation through implementation

What you'll get:

  • Comprehensive Compensation and Benefits package.

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.

  • Work/Life Balance: Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.

  • Not just a job, but a career, with an opportunity to do the best work of your life.

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.

Job Specifications Relocation Offered?:NoWork Schedule:DaysLanguages:English - spoken

Current Licenses / Certifications:NoneRelevant Work Experience:Financial Services-6+ yrs, Investment Management

  • 6+ yrs, Marketing-6+ yrs

Position Located In:IL - ChicagoEducation:BA/BSJob Type:Full Time

Category:Investment Management & Research

Activation Date: Thursday, July 12, 2018

Expiration Date: Friday, August 17, 2018

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Director, Channel Management

Expired Job

Charles Schwab Corporation