Sr Mgr Marketing

Sr. Manager, Product Development- Schwab Coporate and Retirment
Services

San Francisco, CA


Schwab Retirement & Corporate Services (SCRS) is a leader in
workplace financial benefits solutions including retirement plans,
equity compensation plans and corporate brokerage services. Plan
Administrator Services (PAS) is a business unit of SCRS providing
retirement plan recordkeeping and custody solutions to independent
Third Party Administrators (TPAs).


Overview:


The Senior Manager in Schwab Participant Services is charged with
driving new business to the retail unit of Charles Schwab & Co., Inc.
(Schwab Investor Services, SIS) through its' TPA partner alliances.
The Senior Manager's key role will be to develop, package and promote
SIS products, services and offers to participants through the TPA
channel.

This position will primarily interface with marketing staff, business
owners, sales and relationship managers, as well as with key
personnel from SIS and other cross-enterprise business units. This
position will report to the Director of Product Development in PAS.
The individual is responsible for creating acquisition programs to
deliver new accounts to SIS which includes building acquisition
strategies, ensuring implementation of communication objectives,
working closely with field / sales partners to integrate and align
projects, and participation in cross-enterprise initiatives that
support this acquisition objective.


Qualifications:


Requires BA/BS degree with 5-8 years of consumer or retail product
management, product development and marketing experience, within
financial services

Strong knowledge of individual investor product and services
required (knowledge of Schwab products, services and support systems
is a plus)

Broad and comprehensive knowledge of retirement plans is required,
third party administrator and mutual fund trading experience
preferred.

Outstanding project management and organizational skills with
ability to both lead and participate in cross-organizational teams

Demonstrated ability to quickly assimilate technical concepts and
new technology.

Strong customer focus, including ability to think in terms of
customer experience.


Critical Success Factors:


1. Understanding of individual investor products

2. Understanding of retirement market

3. Ability to package products & services for distribution through
intermediaries
REQUIREMENTS
Retirement Market; Individual Investor products and Driving new business to Retail unit.