**Your opportunity**

**Director, Managed Accounts Platform Strategy**

**Why This Role Exists**

Schwab’s managed accounts business is entering its next phase of growth, complexity, and strategic importance across Retail and Advisor channels. The Director of Managed Accounts Platform Strategy plays a critical enterprise role—shaping the long‑term vision, economic model, and governance of Schwab’s third‑party and proprietary managed accounts platform, while leading the delivery of the highest‑impact initiatives that modernize capabilities, manage risk, and enable sustainable growth.

**Organization**

Schwab Investment Platforms, Solutions, and Strategy (SIPSS) brings together investment platforms, product solutions, and product strategy to set direction and drive investment across managed accounts, third‑party platforms, digital advice, and emerging capabilities. Within SIPSS, this role sits in the Investment Offers & Solutions (IOS) group and w...