At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We Believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.
The Advisor Services division supports registered investment advisors (RIAs) with custody, trading, technology and practice management tools. Schwab is the leading provider of custody services in the RIA marketplace serving approximately 15,000 RIA businesses managing over $4 trillion of assets at Schwab. The Digital Advisor Solutions team within Advisor Services leads digital product development and B2B technology strategy for our Schwab Advisor Center (SAC) platform, third-party developer API offerings, and internal rep platforms.
We are looking for Senior Digital Product Manager (individual contributor) to join the Move Money team, which delivers digital payment capabilities on the Schwab Advisor Center (SAC) platform. This role will lead a scrum team focused on building new transaction solutions for advisors and requires strong end‑to‑end planning and execution skills to successfully bring new features to market.
What you’ll do:
Lead product discovery and requirements definition, driving production‑ready epics, user stories, acceptance criteria, and refinement artifactsSupport usability research, design reviews, workflow simplification, and digital adoption initiativesPartner with UX to define intuitive, consistent SAC experiences aligned with enterprise design patternsPartner with GTM teams to support advisor readiness, change management, training materials, early access programs, and communicationsPrioritize high impact work for the engineering team and keep development work on trackDrive problem solving, accountability, and resolutions in production support situations; recommend future enhancementsPartner with Risk/Legal/Compliance and Service/Ops to ensure controls are embedded throughout the product lifecycleConduct root‑cause analysis for production issues and drive corrective action plansBuild PowerPoint presentations to communicate findings or lay out plans and ideas for stakeholder input and review; persuasive presentation skills What you haveRequired Qualifications:
5+ years of experience in a digital product management or product development roleAn agile mindset; expert in agile methodologies for software development (writing user stories, acceptance criteria, facilitating scrum activities)Advanced technology acumen, including an understanding of how software products are made, familiarity with architectures, languages, and build cyclesProject management - Able to juggle multiple priorities, drive progress and accountability across multiple stakeholders; Strong self-management to move work forward without prescriptive leadership guidanceCommunication and presentation skills - Adept at PowerPoint, good at framing and telling a logical story, strong verbal and written communication - for executive audience, tech partners, operations, etc.Problem-solving & Advanced analytical skills - Ability to collect and analyze information, problem-solve, and make decisions through dataStrong relationship-management skills – Able to foster connections across different parts of the organization to drive a well-rounded implementation strategy
Preferred Qualifications:
Natural curiosity and a continuous learning attitudeFinancial services industry experience
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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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.
We offer a competitive benefits package to our full-time employees 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 Application FAQsSoftware Powered by iCIMS
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