Senior Product Manager, Alternative Investments & Structured Products

About the role

This role is within Investment Offers & Solutions (IOS) at Schwab Investment Platforms, Solutions, and Strategy (SIPSS). The Senior Product Strategy Manager will help shape the future direction of alternative and structured investment offers through strategic analysis, operating-model development, offer management, and cross-functional leadership.

Responsibilities

• Help shape the future direction of alternative and structured investment offers through strategic analysis, operating-model development, offer management, and cross-functional leadership.
• Work closely with senior leaders, business partners, issuers, and external providers to improve advisor and client experiences, drive business growth, strengthen operating capabilities, and inform strategic decision making.

Requirements

• Bachelor’s degree in finance, business, economics, or related field required.
• 5+ years of experience in financial services in one or more of the following areas: consulting, corporate strategy, product strategy, investment product management, offer management, business transformation, or financial services strategy.
• Experience developing strategic recommendations, business cases, and executive presentations that inform leadership decision making.
• Proven ability to conduct, and harness AI tools to improve / refine, market landscape analysis, competitive benchmarking, client segmentation, and growth strategy work.
• Strong analytical and problem-solving skills, including financial analysis, opportunity sizing, competitive assessment, and operating-model evaluation.
• Excellent written, verbal, and strong PowerPoint storytelling and executive communication skills.
• Strong organizational skills and ability to manage multiple priorities in a matrixed environment.
• Experience leading complex initiatives involving business, risk, compliance, operations, and technology stakeholders.

Qualifications

• Required Qualifications: Bachelor’s degree in finance, business, economics, or related field required. 5+ years of experience in financial services in one or more of the following areas: consulting, corporate strategy, product strategy, investment product management, offer management, business transformation, or financial services strategy. Experience developing strategic recommendations, business cases, and executive presentations that inform leadership decision making. Proven ability to conduct, and harness AI tools to improve / refine, market landscape analysis, competitive benchmarking, client segmentation, and growth strategy work. Strong analytical and problem-solving skills, including financial analysis, opportunity sizing, competitive assessment, and operating-model evaluation. Excellent written, verbal, and strong PowerPoint storytelling and executive communication skills. Strong organizational skills and ability to manage multiple priorities in a matrixed environment. Experience leading complex initiatives involving business, risk, compliance, operations, and technology stakeholders.
• Preferred Qualifications: Knowledge of alternative investments, structured products, fixed income, wealth management products, or adjacent complex investment solutions. Familiarity with Registered Investment Advisor (RIA) and Custodian business models. Experience partnering with external asset managers, issuers, banks, fintech providers, or investment-platform providers. Familiarity with financial modeling, business-case development, and strategic planning processes. MBA, Series 7, CFA, CAIA, or equivalent advanced education or credentials preferred.

Skills

• Strategic thinking
• Executive influence
• Opportunity identification
• Recommendation development
• Business-case creation
• Market analysis
• Leadership communication

Benefits

• 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

Pay

The salary range for this role is [insert actual salary range here]. This role is also eligible for bonus or incentive opportunities.

Schedule

At Schwab, we believe in a Hybrid Work and Flexibility approach that 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.