Charles Schwab Sr Product Manager - Field Integration & Strategy in Lone Tree, Colorado


Lone Tree - CO, DENR2, 9800 Schwab Way, 80124

Lance Alan Britton


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Insurance Services (CSIS) is accountable for meeting the insurance needs of our more than 6 million individual investor clients and 7,000+ RIAs with responsibilities including product management/development, direct sales, sales support and oversight. CSIS works closely with all Schwab client enterprises to support product distribution and manages all insurance company partners/vendors associated with the business.

What you’ll do:

The Sr. Manager - Strategy will be responsible for developing and facilitating the execution of a strategic plan designed to maximize field adoption of annuity solutions and support the evolution of the annuity business at Schwab. Success will be measured by FC engagement/product usage, sales, Net New Assets (NNA) and event metrics. This strategy will focus on identifying opportunities, defining priorities, and coordinating efforts across all Schwab business units to support the efficient execution of the plan. The Sr. Manager - Strategy will need to work closely with CSIS management to coordinate efforts across the unit to develop processes and procedures aimed at creating efficiencies across the business to maximize utilization of limited resources.

Key Job Responsibilities:

  • Design a comprehensive field strategy and sales support plan designed to elevate FC capabilities, raise awareness, enhance field engagement, and accelerate NNA growth. Plan components may include:

  • Evaluation of CSIS service model to best support field needs

  • Developing partnership opportunities with Schwab teams and resources

  • Coordinating with insurance carrier partner participation in sales support activities

  • Exploration and design of client prospecting tools based on sales analytics to help support FC’s in finding annuity opportunities

  • Partner with CSIS internal groups (Sales, Administration-Platform Services, and Product) to identify and coordinate all sales support, product initiatives, and platform enhancements to the Field:

  • Solicit and understand field ideas and suggestions

  • Evaluate integration opportunities in terms of investment, risk and reward

  • Work closely with Director of Sales to support targeted initiatives and campaigns such as regional training and education.

  • Represent annuities in firm-wide initiatives related to income solutions/planning, retirement, etc.

  • Provide end to end support for FC and client events.

  • Serve as the point person and resource in the product group for field to help facilitate successful events

  • Supplement sales team business development activities including participating at events, training and industry events.

What you have:

  • Bachelor's degree required.

  • Minimum 3 years-experience in a business strategy role.

  • Statistical and analytical experience.

  • Series 6 and 63 (or 65/66), licenses required. 7, 9/10, 24 may be a condition of employment.

  • CFA/CFP desired.

  • Strong knowledge of annuity features and benefits.

  • Extensive knowledge of current regulatory requirements and state laws related to insurance products, in particular annuities is required.

  • Excellent written and verbal communication skills.

  • Advanced expertise of Microsoft Excel, Word, and PowerPoint.

  • General working knowledge of Salesforce and Tableau.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 63, FINRA Series 6

Relevant Work Experience: Project Management-6+ yrs, Financial Services-6+ yrs, Project Management-2-5 yrs, Marketing-2-5 yrs, Communications-2-5 yrs, Product Development-2-5 yrs, Analyst/Strategy-6+ yrs, Marketing-6+ yrs, Communications-6+ yrs, Financial Services-2-5 yrs, Product Development-6+ yrs

Position Located In: CO - Lone Tree

Education: BA/BS

Job Type: Full Time

Category:Project/Program Management

Activation Date: Tuesday, July 11, 2017

Expiration Date: Monday, August 7, 2017

Apply Here