Angela Carter

Results-oriented Financial Services Product Management and Marketing professional with a 25+ year record of launching strategic products in highly competitive markets. Subject matter expert in the application of multi-channel solutions. Talent for developing and evolving managed investing products and separately managed accounts. Expertise in competitive intelligence, analyzing industry trends and research, and driving business case development with supporting analytics. Adept at creating and executing client-centric solutions, and product strategies that increase revenue and market share. Proven to solidify product adoption and utilization with education initiatives. Reputation for delivering superior client experiences, driving consensus with key stakeholders, and cultivating strong client relationships.

Charles Schwab & Co., Inc. – San Francisco, CA                                                                          Director, Managed Account Product Management (2/2016 – 8/2023)

Architect of business framework and growth strategies; identified opportunities for product evolution and new product development. Shaped product messaging to strengthen education and accentuate the product value proposition. Directed and mentored the Investment Offers and Solutions Managed Account product team of 10 professionals as they carried out field and advisor product education, added and maintained products within the platforms, conducted business analytics and reporting, as well as produced quarterly research reports. Monitored the execution of multiple, concurrent strategic initiatives. Ensured adherence to regulatory requirements.

• Direct oversight of the Investment Offers and Solutions Managed Account product team accountable for a platform valued at $260B. Generated $32B net flows in 2022. 
• Performed in-depth analysis to confirm market needs, continually expand product offerings. 
• Lead integration owner for the acquisition and conversion of the TD Ameritrade Separate Account Exchange platform to the Schwab Managed Account Marketplace platform.
• Guided development of the retail and Advisor Services digital managed account enrollment offering.
• Proprietary product development and implementation, including Wasmer, Schwab Personalized Indexing and Schwab Wealth Advisory Portfolios.

Senior Manager, Managed Account Product Management (8/2014 – 1/2016)

Contributed to the development and execution of product strategies for managed account platforms, launching multiple key initiatives. Oversaw field and advisor education; organized in-person events. Platform and product run the business, encompassing client and field communications, client forms, and regulatory disclosure document ownership, and risk management. 

• Managed a diverse range of educational digital assets, totaling over 200, aimed at enhancing product understanding and driving sales growth. 

Senior Manager, Managed Account Platform & Infrastructure (10/2008 – 7/2014)

Governed end-to-end management of technical and infrastructure projects. Defined project scope and requirements. Conducted cost-benefit analysis, technical specifications, and functional design, testing, and delivery.  Aligned needs, project-planning, direction, and execution through collaborative partnership and communication with business and development teams. 

• Designed and launched a comprehensive client and asset manager data design solution, including automated account opening, an asset manager self-service portal, and data analytics essential for the product roadmap.
• Ensured seamless project delivery, enhancing overall platform performance and meeting business goals. 

Senior Manager, Managed Account Product Development & Technology (4/2006 – 9/2008)  

Leveraged skills in business analysis to create compelling business cases and product plans for new managed account products and enhancements. Included seed funding and project funding requests. 

• Expertly navigated competing demands of each project scope, time constraints, costs, and quality. 
• Managed stakeholder expectations, driving successful product development and  implementation. 

Additional Roles at Charles Schwab & Co., Inc. – San Francisco, CA

Senior Relationship Manager, Managed Accounts Money Manager Relations (10/2003 – 3/2006)

Manager, Managed Accounts Marketing and Education (7/2000 – 9/2003)

Advisor Services Customer Service & Account Administrator (9/1997 – 6/2000)

Certified Financial Planner™ Designation (Commenced program December 2023)

Project Management Professional (PMP)® Certification

Money Management Institute Leadership Pathways Program Graduate, (September 2019)

Professional Licenses: Series 7 & 63 Licenses 

Bachelor of Science in Finance, Arizona State University, Tempe AZ