Senior Manager, Asset Management Product and Board Initiatives Coordination

Company: Charles Schwab Corporation
Location: Chicago
Posted on: April 10, 2021

Job Description:

Senior Manager, Asset Management Product and Board Initiatives Coordination in Chicago, Illinois - Careers at IL150SW - CHICAGO IL 150 S WACKER Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Welcome page Returning Candidate? Log in Senior Manager, Asset Management Product and Board Initiatives Coordination Job Locations US-IL-Chicago - US-CO-Lone Tree - US-TX-Westlake Requisition ID 2021-68819 Posted Date 1 week ago (3/30/2021 3:46 PM) Category Product & Project Management CO Salary Range 92,600 - 165,400 Position Type Full time Your Opportunity Schwab Asset Management Solutions (SAMS) is the asset management arm of the Charles Schwab Corporation. The SAMS team is passionately committed to helping investors achieve their financial goals. Our organization provides clients guidance and education through investment research and financial planning support. Next, we manage a $2.6 trillion platform that allows investors to implement that guidance by selecting among thousands of investment products from hundreds of asset managers, including over $600 billion in Schwab managed mutual funds, ETFs and managed accounts. Finally, we offer advisory services, discretionary portfolio management and decision-making tools, as well as Schwab's private wealth management offering. At SAMS, we live an inclusive culture that drives increased diversity, builds a stronger community, creates high employee engagement, and provides professional growth for all employees, making us a top employer in the money management business. Charles Schwab Investment Management (CSIM) is looking for a hardworking and experienced Senior Manager for Product Initiatives & Board Material Coordination. The Senior Manager will lead the development of presentations for various audiences including the CSIM Board of Trustees, CSIM employees and other audiences. The presentations will include a variety of business strategy and business updates, new product and solutions initiatives and updates on such initiatives, operational changes and regulatory updates. To effectively build these presentations the Senior Manager will work with and socialize the materials with key partners across the CSIM business including Product Development, Product Management, Portfolio Management, Sales and Client Relations, Operations, Marketing, Finance, Legal, Compliance and Funding Accounting. What you are good at

• Work with product development and product management teams across asset classes to build presentations and materials for the Board of Trustees and CSIM Committees that provide product initiative updates and seek approval for new product initiatives
• Build CSIM Quarterly Business Updates for the Board of Trustees
• Coordinate the development of materials supporting the annual contract renewal meeting with the Board of Trustees
• Engage with business partners across CSIM including product development, product management, portfolio management, legal, data and analytics to develop the storyline for materials and execute development of the material
• Provide support as needed for the Board of Trustee relations team
• Lead the production of PowerPoint decks and other presentation materials based on feedback from partners, executives and legal input
• Provide editorial review of materials, including adherence to CSIM Board of Trustee formatting and style guidelines while handling material delivery due dates What you have
  • Bachelor's degree required
  • At least 2 years professional experience in the financial services industry with a preference for experience in asset management
  • Experienced in running PowerPoint deck production and socialization among multiple reviewers
  • Sophisticated proficiency in PowerPoint, with a flair for visual storytelling
  • Strong writer, able to develop storylines and cogent analysis with directional mentorship
  • Creative and effective in translating data and analytics into visuals with a clear message
  • Strong understanding of asset management business, with ability to pull together relevant industry and business data and information to support key messages
  • Professional maturity and ability to be discreet working with highly sensitive information
  • Strong situational and business judgement
  • Outstanding communication skills
  • Excellent project management skills
  • Strong interpersonal and prioritization skills, with ability to multi-task deliverables in a fast paced environment This is a summary only and duties and responsibilities may be changed from time to time, or over time. Options Apply for this job Apply Share Refer a friend Refer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Loading... 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. Explore further. ----Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.--Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.--TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives. Application FAQs Software Powered by iCIMS
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Keywords: Charles Schwab Corporation, Chicago , Senior Manager, Asset Management Product and Board Initiatives Coordination, Executive , Chicago, Illinois