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. One of the industry’s largest and most experienced asset managers, SAM offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. As of March 31, 2025, Schwab Asset Management managed approximately $1.4 trillion on a discretionary basis and $33.8 billion on a non-discretionary basis. Within 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.
Reporting into the Director, SAM Product Strategy and Development team, the Product Manager will be a key member of the team in supporting the growth of our SAM Model Portfolios business. In addition, the Product Manager may also provide support to other products in the multi-asset space such as target date, target risk, income, or sub-advised funds.
The primary responsibilities include:
Management and production of client support and marketing collateral for SAM Model Portfolios, Asset Allocation frameworks and Capital Markets ExpectationsSales and distribution platform support andDriving marketing initiatives.
More specifically, this role is expected to assist in the execution of product-based projects such as quarterly and annual reporting, product launch processes and product enhancements, product positioning, RFP responses, data validation/research, governance and regulatory communications.
This is an individual contributor position that requires a strong self-starter that works well both across teams and independently.
This full-time position, based in Denver is part of the Schwab Asset Management Product Management and Innovation team.
What you haveRequired Qualifications
5+ years of financial services experience and a solid understanding of financial markets3+ years of product or project management experienceBachelor’s degree or equivalentPreferred Qualifications
Series 7 LicenseHighly organized and detail-orientatedAbility to multi-task and prioritize in an intensive, multiple-deliverable work environmentThrives in a collaborative, fast-paced environment, strong attention to detail, and is committed to providing outstanding customer service every dayAble to prioritize and manage workload independently in a high-volume, deadline-driven environmentSuperior relationship-building skillsStrong data analysis and problem-solving skillsExcellent written and verbal communication skillsStrong proficiency in Microsoft Office SuiteIn addition to a base salary, this role is also eligible for bonus or incentive opportunities.
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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. Application FAQs
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