Investment Portfolio Strategist - Charles Schwab
San Francisco, CA
About the Job
Your opportunity
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 Asset Management (SAM) is the asset management arm of the Charles Schwab Corporation. The SAM team is passionately committed to helping investors achieve their financial goals. We manage over $1 Trillion in Schwab managed mutual funds, ETFs, and separately managed accounts. At SAM, 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.
Key responsibilities for this role include, but are not limited to:
+ Provide clients, prospects, consultants, internal client facing staff/salespeople, and/or intermediaries with education, updates, and information about _exchange traded funds (ETFs)_ , and the investment philosophy, strategy, process, and performance of asset allocation portfolio solutions.
+ Frequently attend and speak at industry events and conferences, both Schwab sponsored, and events hosted by outside organizations.
+ Support product marketing efforts by providing input on Marketing Collateral (e.g. market and performance updates, educational content, shareholder materials, RFPs).
+ Internal contacts may include:
+ Portfolio management for investment strategy sessions and meetings.
+ Product management to provide input into shareholder communications, sales presentations and the development and ongoing improvement of product support materials.
+ Capital markets to potentially partner and produce client content as well as stay abreast of relevant industry flows and developments.
+ Internal and external Schwab sales teams in support of the Schwab retail branch network, call centers, client educational efforts (conference calls, webcasts, meetings at the branches, etc.), and/or retirement business development, and with external sales to meet with individual RIA firms nationwide.
+ External contacts may include:
+ Financial Advisors, independent investment consultants, RIAs, Schwab retail clients, and/or third-party portfolio managers.
+ Provides subject matter expertise for occasional media inquiries.
+ May be asked to play a key supporting role in new business efforts (e.g., roadshows, finals presentations, consultant and/or gate-keeper meetings, round tables, and other client events). Typically covers the largest and/or most complex clients.
+ Participate in Team functions, relating common experiences and developing transferable skills.
What you have
Required Qualifications:
+ Bachelor’s degree required.
+ 10 or more years of experience in institutional investment management, investment management consulting, portfolio management or significant investment related experience.
+ Deep subject matter expertise in ETFs as well as traditional investment styles and vehicles (i.e., mutual funds, collective trust funds, model portfolios) and investment strategy.
Preferred Qualifications:
+ MBA or equivalent desirable but not required.
+ CFA desirable but not required.
+ Able to present effectively to large groups: ex. industry conferences, webcasts, broadcast media, corporate meetings, etc.
+ Excellent communication skills (oral and written).
+ Ability to think strategically; anticipate industry and economic trends, adapt to unexpected influences and developments and to assess their impact on the financial markets.
+ Strong discernment for supporting the broader decision-making needs of Schwab Asset Management’s senior business leaders.
+ Ability to analyze problems and create effective solutions- break complex problems down into their component parts, as well as organize information from different sources to create an action plan or recommendations.
+ Work on complex issues where analysis of situations or data requires an in-depth knowledge of asset management business, investment products and evaluation of intangibles.
+ Effective client relationship management and marketing/sales skills.
+ Enthusiasm for the purpose of Charles Schwab Co.: To Champion every client’s goals with passion and integrity.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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.
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 Asset Management (SAM) is the asset management arm of the Charles Schwab Corporation. The SAM team is passionately committed to helping investors achieve their financial goals. We manage over $1 Trillion in Schwab managed mutual funds, ETFs, and separately managed accounts. At SAM, 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.
Key responsibilities for this role include, but are not limited to:
+ Provide clients, prospects, consultants, internal client facing staff/salespeople, and/or intermediaries with education, updates, and information about _exchange traded funds (ETFs)_ , and the investment philosophy, strategy, process, and performance of asset allocation portfolio solutions.
+ Frequently attend and speak at industry events and conferences, both Schwab sponsored, and events hosted by outside organizations.
+ Support product marketing efforts by providing input on Marketing Collateral (e.g. market and performance updates, educational content, shareholder materials, RFPs).
+ Internal contacts may include:
+ Portfolio management for investment strategy sessions and meetings.
+ Product management to provide input into shareholder communications, sales presentations and the development and ongoing improvement of product support materials.
+ Capital markets to potentially partner and produce client content as well as stay abreast of relevant industry flows and developments.
+ Internal and external Schwab sales teams in support of the Schwab retail branch network, call centers, client educational efforts (conference calls, webcasts, meetings at the branches, etc.), and/or retirement business development, and with external sales to meet with individual RIA firms nationwide.
+ External contacts may include:
+ Financial Advisors, independent investment consultants, RIAs, Schwab retail clients, and/or third-party portfolio managers.
+ Provides subject matter expertise for occasional media inquiries.
+ May be asked to play a key supporting role in new business efforts (e.g., roadshows, finals presentations, consultant and/or gate-keeper meetings, round tables, and other client events). Typically covers the largest and/or most complex clients.
+ Participate in Team functions, relating common experiences and developing transferable skills.
What you have
Required Qualifications:
+ Bachelor’s degree required.
+ 10 or more years of experience in institutional investment management, investment management consulting, portfolio management or significant investment related experience.
+ Deep subject matter expertise in ETFs as well as traditional investment styles and vehicles (i.e., mutual funds, collective trust funds, model portfolios) and investment strategy.
Preferred Qualifications:
+ MBA or equivalent desirable but not required.
+ CFA desirable but not required.
+ Able to present effectively to large groups: ex. industry conferences, webcasts, broadcast media, corporate meetings, etc.
+ Excellent communication skills (oral and written).
+ Ability to think strategically; anticipate industry and economic trends, adapt to unexpected influences and developments and to assess their impact on the financial markets.
+ Strong discernment for supporting the broader decision-making needs of Schwab Asset Management’s senior business leaders.
+ Ability to analyze problems and create effective solutions- break complex problems down into their component parts, as well as organize information from different sources to create an action plan or recommendations.
+ Work on complex issues where analysis of situations or data requires an in-depth knowledge of asset management business, investment products and evaluation of intangibles.
+ Effective client relationship management and marketing/sales skills.
+ Enthusiasm for the purpose of Charles Schwab Co.: To Champion every client’s goals with passion and integrity.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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.
Source : Charles Schwab
