Job description

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.

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.

The Investment Offers and Solutions group is responsible for managing our third-party product marketplaces, featuring mutual funds, ETFs, managed accounts, and alternatives from hundreds of asset managers. These asset managers receive data from Schwab to better service our clients and strategically run their businesses.

The Director of Asset Manager Data Solutions is an entrepreneurial leadership role that is accountable for the development, enhancement, and delivery of our data offering for third party asset managers.

This role will work closely with internal partners in our client enterprises, technology, operations, risk, legal and compliance, as well as our external vendors in the development and delivery of robust data offering. The Director will also build collaborative relationships with asset managers as we continue to maintain, refine, and collaborate in serving our mutual clients

What you have

Required Qualifications

8+ years of work experience in financial services or fintech in a data-driven function
History of building strong B2B relationships around data, sales distribution, and/or business intelligence; seasoned in making presentations to senior leaders
Experience working with internal and external (e.g., vendors, clients) parties in the development and delivery of a data product
Leadership and collaboration skills in working across a large complex organization with multiple stakeholders
Top notch written and verbal communications; ability to draw insights and tell stories with data and develop them into robust presentations
Proficient in data visualization tools and methods for creation of robust reporting and dashboards

Preferred Qualifications

Understanding of SQL and database management systems
Proficient with data visualization tools such as Tableau
Experience with third party data sources such as Morningstar, FactSet, Bloomberg
MBA or Masters in a quantitative field
Ability to identify and resolve data quality issues and challenges

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 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

Required profile