Your opportunity

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.

Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology and practice management solutions to registered independent advisory firms (RIAs). It provides access to sophisticated, digital wealth-management services that helps advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts. Schwab supports over 15,000 registered independent advisor firms who custody and manage over $1.4 trillion in assets at Schwab.

In Advisor Services (AS) we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive.  We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. 

What you’ll do:

As a Senior Product Manager (individual contributor) you will drive Advisor Services business needs through product development within the AS Core Digital Trading team and deliver solutions that will enable advisors to have an efficient and seamless trading experience using technology. 

Key responsibilities of this Senior Product Manager role include:

Participate as an active member of the AS Core Digital Trading Team, the team responsible for general advisor core trading capabilities (including allocations, crypto and advanced trading):Intake and decision making for new product and monetization ideas - Implementation of new AS Trading Offer product and monetization strategies.Marketing and PR Strategy - Management of Marketing / PR strategies to ensure adoption and monetization of new product offers.Legal and Compliance Liaison - Act as the liaison to Legal, Compliance and the New Product Review Committee (NPRC) in the development of new products; andEducation and Webcasts.Assist in developing a strategy and roadmap to evolve AS Core Digital Trading platforms to support Advisor Services and firm business objectivesConduct interviews with internal stakeholders; manage feedback to gain insights into future product opportunitiesCreate detailed business requirements to define product features and monetization opportunities, as well as the service experienceFunction as Product Owner and utilize appropriate methodology to collaborate with development and QA teams to manage implementation of technology projects, as neededWork with AS Strategy, Planning and Analytics to Develop to manage requirements for dashboard to capture and present product adoption and monetization metrics / KPIsMaintain a strong band of communication between internal business partners and leadersManage alignment and understanding of priorities, business strategy, trade-off decisions and investment with stakeholdersWhat you have

Required Qualifications:

5-10 years of product management/business experience related to trading functionalityBachelor's degreePrior experience within the financial services industryStrong written and verbal communication skillsDemonstrated ability to be a creative thinker with a keen interest in ensuring the best possible experience for clientsAbility to develop and articulate business requirementsMust possess strong analytical and project management skillsAbility to thrive in a highly-collaborative work environment

Preferred Qualifications:

Advanced degree such as MBA Tenacity, a bias for action and the ability to overcome obstacles and successfully execute on multiple projects simultaneously, at times under extremely tight deadlinesPossess a fine attention to detail and a disciplined approach to developing applications

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job