Managing Director – ETF OneSource Platform Management

Job Purpose: 

  • As Managing Director, ETF OneSource Platform, you have the opportunity to lead the team responsible for Schwab’s industry-leading commission-free ETF offer
  • Serving both individual investors and registered investment advisors (RIAs), ETF OneSource is a critical component of our ETF platform, driving both client satisfaction and new-to-firm households
  • The Managing Director will advance company’s leadership position in the industry and continually identify opportunities to further elevate ETF OneSource and the ETF Platform as a whole.

Your Responsibilities:

  • Develop a strategic roadmap to expand the commission-free ETF offer, including an implementation and execution plan
  • Manage relationships with third-party ETF providers, including contract negotiations for those participating on ETF OneSource
  • Evolve the long-term strategy and business model for Schwab’s ETF platform focused on sustainable monetization of ETFs and ensuring a proactive approach to industry trends and dynamics
  • Improve the foundational infrastructure to support ETF OneSource, including billing and reporting functions
  • Manage a team of one to two Senior Managers responsible for a variety of ongoing and project-driven initiatives
  • Partner closely with other product teams, technology, marketing and operations groups, compliance, and corporate counsel, in the planning and execution of key projects
  • Ensure processes and procedures supporting all functions of the ETF OneSource platform are maintained to minimize risk to the firm
  • Manage and continually improve platform policies to ensure alignment with client needs and to drive efficiency and scale in platform maintenance.

Skills and Qualifications:  

  • Proven experience delivering results in an environment that requires influencing and cross-organizational support to achieve success
  • Strong communication skills, comfort creating and delivering strategic presentations to varying audiences, including clients, business partners, and senior executives
  • Analytical mindset that drives towards data-driven answers and is comfortable working with finance and data teams to create insightful and strategic analyses
  • Knowledge of the competitive landscape in the financial services industry, especially as it relates to asset management and related product solutions, particularly ETFs
  • Strong understanding of key partner functions such as product management, trading, operations, marketing, supervision, and compliance
  • Strong emotional intelligence/maturity and leadership presence
  • Proactively confronts challenges and is able to make tough choices while confidently communicating difficult messages with transparency and candor
  • Highly collaborative and relationship-oriented; thrives on initiating, building and cultivating strong authentic relationships inside and outside the group; navigates and activates alignment across organizations
  • BA/BS degree; MBA preferred; Series 7 license preferred.

Source: for more information click here.

More Information

  • Experience 3-5 Years
  • This job has expired!
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Company Information
  • Specialism Consulting, ETF Funds
  • Address San Francisco, CA
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