Charles Schwab Manager - Project Management in Lone Tree, Colorado
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 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.
Charles Schwab Investment Management (CSIM), the asset management arm of Charles Schwab Corporation, has approximately $300 Billion in assets under management (AUM) and is one of the nation’s largest retail money managers. CSIM provides a wide variety of products ranging from money market funds, index mutual funds, actively managed mutual funds, exchange traded funds and multi-asset fund-of-funds. As a provider of core investment products, CSIM is both an important enabler in fulfilling Schwab’s mission of helping everyone be financially fit and critical engine in the company’s profitability and growth.
The CSIM Program Office supports business goals through the delivery of projects spanning product development, product management, legal, compliance, marketing, and operations. Our team collaborates across a matrixed organization to deliver business value through efficient, disciplined and predictable project execution of effective solutions to business problems and opportunities.
What you’ll do:
This position will be responsible for fostering strong relationships with senior Schwab stakeholders; developing, maintaining and executing Market Data category plans; managing all aspects of the strategic sourcing lifecycle; as well as collaborating with risk groups and legal, as required, on vendor engagements.
Key activities for this manager include, but are not limited to:
Responsible for all Index provider relationships and oversight (data feeds, licensing, and the oversight of agreed upon service level agreements, and ensure that all vendors are meeting CSIM Oversight Standards)
Support portfolio managers, product managers, technology, and Policy & Controls with Vendor performance issues/operating events
Incorrect data, late files, rebalance concerns, index changes/notifications, errors, ad-hoc data requests
Responsible for the CSIM market data process including license and vendor management, requirements definition, negotiation, and vendor oversight
Coordinate and manage proprietary Index activities - Index evaluations and the annual review of proprietary indices
Engage with business stakeholders in CSIM, and provide leadership and direction on vendor engagement
Manage and provide oversight to medium to very low risk CSIM vendors; ensure that all Corporate and CSIM oversight standards are met and vendor performance is tracked.
Provide economic analysis of vendor proposals and various internal management inquiries regarding for vendor expenditures or potential expenditures.
Work with internal stakeholders to determine risks and dependencies, and work with Finance, Legal and Corporate Vendor Management to ensure that that Schwab risk is mitigated.
Provide project management for specific Strategy & Product Development (SPD) initiatives.
Identifying stakeholders, resource requirements, complexities, and potential challenges
Defining and tracking project milestones while developing, maintaining, and reporting on an overall integrated delivery plan
Accountable for leading, planning, orchestrating, and delivering projects
Following up with Business Leads on progress and challenges
Escalating challenges and key decisions, as needed
Ensuring end results are of the highest caliber with a clearly articulated scope and quantifiable business benefit
Directly managing all aspects of the project life cycle and oversees all phases of a project
Understanding each project’s objective, scope, status, timeline, and resource requirements
Rigorously manages change to ensure commitments are achieved within agreed upon time, cost, and quality
Anticipating and resolving potential resource conflicts and constraints across projects
Championing and sharing project management skills with CSIM employees
What you have:
Bachelor’s degree required
Minimum 5 years’ experience in the asset management industry with sound knowledge of mutual funds and ETFs
3+ years of experience managing or participating in complex programs and projects in the financial services industry
An ability to quickly build relationships and earn the trust of sponsors and key stakeholders
Skills to work with senior executives (and all other levels) in a dynamic workplace
Ability to navigate a highly matrixed organization effectively
Highly organized, anticipatory thinker with a bias towards action
Strong written and verbal communication skills
Comfort working with ambiguity, championing new ideas and change
Focused and versatile team player that is comfortable under pressure
In addition, ideal candidates may also have the following desired qualification:
PMP certification a plus
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 http://www.aboutschwab.com/careers/lifeatschwab/" .
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.
Position Located In: CO - Lone Tree, CO - Denver