Job Purpose:
- The Senior Manager, Mutual Fund and ETF Strategy will have the opportunity to work on high-value strategic projects, while at the same time building in-depth knowledge of the MF and ETF asset management businesses, through immediate involvement in the implementation of key initiatives
- The Senior Manager will engage in all aspects of the project life cycle, from idea generation, analysis of options, development of recommendations, to actual project execution
- Candidates for the role should be self-starters with a well-rounded set of skills including strong analytical problem solving and strategic thinking capabilities.
Your Responsibilities:
- Generate actionable recommendations and building business cases for initiatives to create senior management support
- Collaborate closely with multiple partner organizations across Schwab to ensure strategic alignment of overall business plans and priorities, as well as individual initiatives
- Perform regular and ad hoc quantitative and qualitative analyses
- Develop and maintain an understanding of strategic issues and product / distribution trends in the asset management industry
- Perform ongoing competitive analysis and evaluating industry trends to identify business implications.
Skills and Qualifications:
- Passion for serving clients and for the asset management industry
- 5+ years of experience, ideally in strategy, management consulting, or financial services product development / product management
- Ability to clearly define a problem, synthesize data to drive to fact-based insights and strategic implications, and develop clear and thoughtful recommendations
- Knowledge of the asset management industry and major trends around products, managers and distributors
- Excellent analytical skills
- Superior presentation skills, both written and verbal, for all levels of the company
- Expert user of PowerPoint and Excel
- Comfort in a dynamic and fast-moving work environment
- Natural ability to build relationships with key business partners across the company
- Bachelors degree required, MBA desired.
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