Job Information
Charles Schwab Director, Investment Product Manager, ETF, Mutual Funds, FI, 529 (PL) in Westlake, Texas
Your opportunity
At Schwab, you are empowered to make a meaningful impact. Here, innovative minds and creative problem-solvers unite to challenge the status quo and advance the finance industry.
As part of Schwab Investment Products & Solutions Services (SIPSS), you will join a dynamic group focused on delivering a broad suite of investment products and solutions, helping clients achieve their financial goals. SIPSS brings together expertise in product development, offer management, platform strategy, and delivery—ensuring Schwab’s leadership in wealth and investment management.
This is a senior business leadership role responsible for the strategy, evolution, and performance of Schwab’s core investment product offerings—ETFs, Mutual Funds, Fixed Income, and 529 plans. This role owns what Schwab offers clients and advisors and how those offerings show up across the platform.
You’ll define and deliver the strategic roadmap for Core Investment Products and Offers (ETFs, Mutual Funds, Fixed Income, 529 plans), lead complex cross functional work, partner with asset managers, and shape client and advisor experiences at scale. This is investment product ownership , not technology product management.
What You’ll Do :
Own theend-to-endstrategy and roadmap for Schwab’s core investment products
Leadcross functionaldelivery across Product, Research, Operations, Technology, Legal, Risk, and Compliance
Partner closely with Investor Services and Adviser Services to improve client and advisor outcomes
Identifymarket trends and client needs to drive product and platform enhancements
Influence senior leaders through clear,data drivenexecutive communication
Drive initiatives from concept to launch with measurable results
Build, lead, and develop ahigh performinginvestment product team
What you have
Required Qualifications :
10+ years leading investment products, offers, or platforms within financial services, with direct experience in ETFs, Mutual Funds, Fixed Income, or 529 plans
3+ years in strategy consulting, investment product management, or offer managementrole
Proven ownership of product strategy and delivery for complex, regulated offerings—beyond concept or advisory roles
Direct people leadership experience , including building and managing multidisciplinary teams
Strong executive presence with the ability to influence decisions through concise storytelling anddata backedrecommendations
Track recordofoperatingeffectively in matrixed, ambiguous environments and driving outcomes without direct authority
Bachelor’s degreerequired
Preferred Qualifications :
Deep understanding of investment distribution models, platforms, and advisor workflows
Experience partnering with asset managers or external product providers
Strong analytical judgment and ability to simplify complex problems into clear decisions
MBA or equivalent postgraduate experience
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.