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ASSET ALLOCATION FUNDS SPECIALIST
Job Field: Legal Jobs
Location: San Francisco, CA
Salary: $Not stated
Location: San Francisco, CA
Salary: $Not stated
JOB SUMMARY:
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<tr><td valign="top" width="450"><b>Asset Allocation Funds Specialist Job ID: 0807-9046 Description:Asset Allocation Funds SpecialistSan Francisco, CAABOUT SCHWAB: Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients'' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.Charles Schwab Investment Management (CSIM) is the asset management affiliate of the Charles Schwab Corporation that manages $200 billion in assets for its clients. CSIM manages active and index strategies as well as fund of funds, sub-advised funds, separately managed accounts and an offshore money fund. The organization consists of approximately 200 people and strives to deliver high quality investment management services to ensure its products meet their objectives and deliver value to clients.The Investment Management Services Product Management group supports CSIM''s SchwabFunds, Schwab Exchange Traded Funds (ETFs), and Laudus Funds, as well as Charles Schwab Bank''s Collective Trust Funds.The group’s responsibilities include:* Developing new products.* Ongoing product management of existing funds.* Driving marketing and communications initiatives.* Supporting sales and client service of the funds.* Fund and industry research.* Developing brand and product strategy for the funds.Job ResponsibilitiesThis position is responsible for supporting the product management and development of CSIM''s Asset Allocation Mutual Funds and Schwab Bank Collective Trust funds.Responsibilities include:* Support the development and management of product collateral and websites.* Assist in sales and client support.* Assist in analysis for product development and positioning.* Support regulatory and governance activities.Technical/Functional QualificationsTo be successful in this role, the ideal candidate should have the following skills/attributes:* Bachelor''s degree required.* 4+ years experience in financial services, ideally related investment management experience.* Excellent analytical skills.* 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.* Proficient with MS Excel and Power Point.Job Specifications:Relocation Offered? NoWork Schedule DaysLanguages English - spokenCurrent Licenses / Certifications NoneRelevant Work Experience Financial Services-2-5 yrsPosition Located In CA - San Francisco, CO - DenverEducation BA/BSJob Type Full TimeLogin | Help
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<tr><td valign="top" width="450"><b>Asset Allocation Funds Specialist Job ID: 0807-9046 Description:Asset Allocation Funds SpecialistSan Francisco, CAABOUT SCHWAB: Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients'' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.Charles Schwab Investment Management (CSIM) is the asset management affiliate of the Charles Schwab Corporation that manages $200 billion in assets for its clients. CSIM manages active and index strategies as well as fund of funds, sub-advised funds, separately managed accounts and an offshore money fund. The organization consists of approximately 200 people and strives to deliver high quality investment management services to ensure its products meet their objectives and deliver value to clients.The Investment Management Services Product Management group supports CSIM''s SchwabFunds, Schwab Exchange Traded Funds (ETFs), and Laudus Funds, as well as Charles Schwab Bank''s Collective Trust Funds.The group’s responsibilities include:* Developing new products.* Ongoing product management of existing funds.* Driving marketing and communications initiatives.* Supporting sales and client service of the funds.* Fund and industry research.* Developing brand and product strategy for the funds.Job ResponsibilitiesThis position is responsible for supporting the product management and development of CSIM''s Asset Allocation Mutual Funds and Schwab Bank Collective Trust funds.Responsibilities include:* Support the development and management of product collateral and websites.* Assist in sales and client support.* Assist in analysis for product development and positioning.* Support regulatory and governance activities.Technical/Functional QualificationsTo be successful in this role, the ideal candidate should have the following skills/attributes:* Bachelor''s degree required.* 4+ years experience in financial services, ideally related investment management experience.* Excellent analytical skills.* 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.* Proficient with MS Excel and Power Point.Job Specifications:Relocation Offered? NoWork Schedule DaysLanguages English - spokenCurrent Licenses / Certifications NoneRelevant Work Experience Financial Services-2-5 yrsPosition Located In CA - San Francisco, CO - DenverEducation BA/BSJob Type Full TimeLogin | Help
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