Senior Manager, Third-Party Asset Manager ETF ...

Senior Manager, Third-Party Asset Manager ETF Relationship ManagementJoin to apply for the Senior Manager, Third-Party Asset Manager ETF Relationship Management role at Schwab Stock Plan ServicesSenior Manager, Third-Party Asset Manager ETF Relationship Management4 days ago Be among the first 25 applicantsJoin to apply for the Senior Manager, Third-Party Asset Manager ETF Relationship Management role at Schwab Stock Plan ServicesLone Tree, CO ; Westlake, TX ; Austin, TX ; Chicago, IL ; San Francisco, CARequisition ID 2025-111151 Category Project Management Position type Regular Pay range USD $103,500.00 - $180,000.00 / Year Application deadline 2025-06-09ApplyYour opportunityAt 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.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management investment products and solutions to both retail and registered investment advisor (RIA) clients.Within WAS, the Senior Manager, Third-Party Asset Manager Relationship Management will be a part of the Investment Offers & Solutions (IOS) group’s Mutual Fund and ETF platform relationship management team. Our mission is to provide a positive experience for Schwab clients that invest in these products.The Senior Manager, Third-Party Asset Manager Relationship Management will be responsible for helping shape plans for new initiatives which includeDeveloping and leading an end-to-end process for the creation, negotiation and execution of contracts with third-party asset managersPartnering with key stakeholders to negotiate relationship termsWhat you haveRequired QualificationsBachelor’s degree and minimum of 5 years’ relevant experience managing complex initiatives in the financial services industry.Mutual Fund and ETF industry experience.Experience with legal contracts and their business implications including the ability to quickly interpret complex terms, identify risks or ambiguities that impact stakeholders.Experience negotiating contract terms with external parties and the utilization of both assertiveness and diplomacy to reach favorable outcomes.Strong project management experience with cross-functional project management and relationship building skills; can work in both a strategic and executional capacity.Preferred QualificationsPrior experience with wealth or asset managementUnderstanding of SQL and database management systemsExperience with MorningstarCritical thinking skills to break down complex situations and pinpoint root causes with a focus on solutions to drive improvements.Demonstrated ability to zoom in to scrutinize specifics while also zooming out to understand how those details fit into broader goals.Possesses emotional intelligence and strong communication skills to build trust and align others with a vision or goal to gain buy-in.Highly resourceful, adaptable, and creative problem solver, who can thrive in a dynamic environment, solve issues with urgency as they arise, and drive progress in ambiguous situations.Strong communication skills: articulate, clear and compelling in speech and writing.Ability to tell stories with data and develop them into robust presentations.A positive attitude, enthusiasm, professionalism, and a strong work ethic.What’s in it for youAt 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 insuranceApplyShareFacebookLinkedInTwitterEmailEligible Schwabbies receiveMedical, dental and vision benefits401(k) and employee stock purchase plansTuition reimbursement to keep developing your careerPaid parental leave and adoption/family building benefitsSabbatical leave available after five years of employmentSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at Schwab Stock Plan Services by 2xGet notified about new Senior Asset Manager jobs in San Francisco Bay Area.Director of Asset Management (Affordable Housing)San Francisco, CA $135,000.00-$175,000.00 1 day agoSenior Director, Head of PT Asset Planning and CAPEX Portfolio ManagementManager, Retail Asset Protection, U.S. and CanadaSan Francisco, CA $68,900.00-$87,900.00 1 month agoSAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPENSAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPENSAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPENSAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPENSan Francisco, CA $100,000.00-$120,000.00 1 day agoSan Francisco, CA $130,000.00-$140,000.00 2 weeks agoWalnut Creek, CA $90,000.00-$120,000.00 1 day agoSan Francisco, CA $87,000.00-$95,000.00 10 months agoWalnut Creek, CA $90,000.00-$120,000.00 1 day agoSan Francisco, CA $110,000.00-$125,000.00 1 day agoAsset & Wealth Management, External Investing Group (XIG), Imprint - Private Equity Manager Selection, Vice PresidentSenior Manager, Third-Party Asset Manager Centralized Relationship ManagementSenior Manager, Third-Party Asset Manager Centralized Relationship ManagementWe’re unlocking community knowledge in a new way. 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Created: 2025-09-17