Charles Schwab Sr. Specialist - Product Management/Marketing in Lone Tree, Colorado
Lone Tree - CO, DENR2, 9800 Schwab Way, 80124
Axle J Marcoline
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 http://www.aboutschwab.com/about/leadership/charles_schwab 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) is the asset management arm of the Charles Schwab Corporation, and has over $300 billion under management in mutual funds and ETFs. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.
What you’ll do:
Senior Product Specialist/Analyst is responsible for supporting the product management and development of CSIM's Asset Allocation Mutual Funds and Schwab Bank Collective Trust Funds.
Engage in research on funds, industry trends and competitive landscape
Support both Institutional and Retail sales and distribution
Assist in the development and management of appropriate fund campaigns and promotions for multiple target segments and distribution channels
Support regulatory and governance activities
Assist in creating presentations for a variety of audiences
Support the development and management of product collateral, prospectuses, shareholder reports and websites, while maintaining legal and compliance requirements
What you have:
Bachelor's degree required
Excellent analytical skills
Experience in financial services, ideally related to institutional (retirement) investment management
Strong project management skills, attention to detail, interpersonal communications skills as well as organizational skills
Ability to multi-task and manage in a fast-paced, dynamic environment
Ability to work independently with limited supervision when necessary
Proficient with MS Excel and Power Point
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.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Investment Management - 2-5 yrs, Financial Services-2-5 yrs
Position Located In: CO - Lone Tree, CO - Denver
Job Type: Full Time
Category:Investment Management & Research
Activation Date: Wednesday, July 12, 2017
Expiration Date: Sunday, August 13, 2017