Managing Director of Growth Strategy for Mutual Fund & ETF Platform - San Francisco , California, United States, 94102

Description San Francisco - CA, SF211MN, 211 Main St, 94 Paul Medina Guevara 02 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 http 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 The Asset Management Client Solutions (AMCS) team is responsible for managing our 3rd party platforms ? maintaining a vibrant client experience while growing a revenue stream which is vital to Schwab?s overall financial health. To do this, we develop new products and services for clients, build relationships with third-party asset management partners, maintain a healthy offering (e.g. by adding new funds or resources), and work effectively with outside firms to create a positive client experience. The AMCS team manages the following products Mutual Funds, Managed Accounts, ETFs, Annuities Insurance, and Alternative Investments. The Managing Director, MF ETF Strategy, will play a critical role on the team that is primarily focused on Mutual Funds, ETFs 529 platforms. What you?ll do Reporting into the Vice President, MF, ETF 529 Platform Management, the Managing Director will be responsible for developing strategies and leading projects that will help build and maintain Schwab?s industry-leading MF, ETF 529 offers. The Managing Director will work closely with internal and external partners developing strategies to address changing industry trends, to evolve our business and economic model, pursue market growth opportunities and improve internal business processes and operations. This role will also have the opportunity to be closely involved in the implementation of these strategic initiatives. The Managing Director will also be responsible for developing and maintaining critical data functions, including internal management reporting, external PR reporting and data capabilities. Ownership of the data reporting functionality will support robust analytics for the strategy projects as well as data-driven decision making for the leadership team. The successful candidate must be energetic and enthusiastic about strategy, analytics and financial services. They will be self-motivated, results oriented and able to independently lead major strategic initiatives. What you have Significant work experience in consulting, investment banking, corporate development andor internal strategy function prior experience in financial services preferred Bachelor?s degree MBA andor equivalent post-MBA level experience High degree of comfort dealing with ambiguity comfort in a dynamic and fast-moving work environment A strategic thinker with strong business judgment and analytical skills, who is able to problem solve as issues arise Excellent project management skills, including attention to detail and the ability to multi-task and work efficiently (independently and with teams), to meet tight deadlines with minimal supervision. Strong relationship building and partnerships skills a strong team player with experience leading others both directly and indirectly Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to executive audiences Expert user of PowerPoint and Excel, with ability to effectively guidetrain team to develop expert level skills Strong preference for prior experience in Financial Services including experience with financial products, financial services technology andor the retail brokerage industry What you?ll get Comprehensive Compensation and Benefits package Financial Health 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts WorkLife Balance Sabbatical, 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 LifeSchwab. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment 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 policy https .) Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity. If you need an accommodation in the application process, please email or call HR Direct at . Charles Schwab Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab. LI-POST Job Specifications Relocation Offered?NoWork ScheduleDaysLanguagesEnglish - spokenCurrent Licenses CertificationsNoneRelevant Work ExperienceAnalystStrategy-6+ yrsPosition Located InCO - Lone Tree, CA - San FranciscoEducationBABSJob TypeFull Time CategoryBusiness Strategy Activation Date Monday, March 11, 2019 Expiration Date Tuesday, April 9, 2019 Apply Here viewjob.html?erjob335373