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’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management experiences through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad range of investment products and solutions for retail and registered investment advisor (RIA) clients.

Within WAS, the Senior Manager, 3rd Party Relationship Management will be part of the Investment Offers & Solutions (IOS) group’s Mutual Fund and ETF Platform Relationship Management and Platform Team. This role is designed to support Schwab’s largest and most complex asset manager relationships.

We are seeking a highly organized and strategic individual who can skillfully balance strategy, relationship management, and project execution. This person will provide critical support to the 3rd Party Relationship Management team, who manage commercial relationships with asset managers offering products to Schwab clients and RIAs.

In addition to managing programmatic elements like content, sponsorships, and Schwab-hosted educational events, this person will play a key role in support strategic initiatives that advance how we work with these key relationships. They will help support strategic decision making, create executive communications, evaluate long-term opportunities, and build templates and frameworks based on industry best practices to strengthen these key relationships.

To succeed, this person will collaborate across internal teams and external partners, ensuring seamless execution of initiatives and a deep understanding of Schwab’s position in the marketplace. Additionally, this person should have strong knowledge in investment content and education

Responsibilities include:

Working with internal partners to understand investment education needs and collaborating with asset managers to align educational offerings with these needsManaging and evolving Schwab’s program for content, sponsorships, and speaker engagementsSupporting the Relationship Management Team in engagements with Schwab’s largest asset managersFacilitating executive communications and supporting negotiations with key partnersBuilding templates, frameworks, and best practices to improve relationship management processesMaintaining and nurturing relationships with internal stakeholders and external asset managersPreparing and managing project documentation, including agendas, presentations, and meeting follow-upsBalancing multiple complex projects with competing deadlines in a fast-paced environmentProactively identifying opportunities to improve operational efficiencyWhat you have
7+ years of experience in relationship management, product management, client management, or program management within financial services or a related industryStrong relationship-building and collaboration skills, with experience managing complex partnershipsStrategic thinker with strong business judgment and analytical skillsExcellent verbal and written communication skills, with the ability to synthesize and present strategic ideas effectivelyHighly organized, detail-oriented, and capable of managing multiple projects simultaneouslyStrong problem-solving skills, with the ability to adapt and navigate ambiguityRobust understanding of financial services, investment products (e.g., mutual funds, ETFs), and the RIA landscape

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job