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).
We are looking for a highly motivated and experienced Digital Product Manager (individual contributor) with expertise in financial planning and wealth management to enhance our product portfolio. This role will be responsible for defining, developing, and executing digital product strategies that align with Schwab’s focus on providing a best-in-class client experience.
Key Responsibilities:
Product Strategy & Roadmap Development: Define the vision, strategy, and roadmap for digital financial products and services, ensuring alignment with business goals and market trendsCross-functional Collaboration: Work closely with technology, design, offer, and other departments to ensure successful product development and timely deliveryFinancial Planning and Wealth Management Expertise: Utilize your financial planning background to create digital solutions that cater to the needs of our clientsCustomer Focus: Engage with clients, stakeholders, and internal teams to gather insights and translate them into product requirementsData-Centricity: Ensure data sources, architecture, and governance align with product goals and enable effective use of AI, personalization, and insights across the financial planning journeyMarket Analysis: Conduct market research and competitor analysis to identify new opportunities, product enhancements, and ensure that our products meet the needs of our clientsData-Driven Decision Making: Analyze product performance, user feedback, and key metrics to make informed decisions and optimize product offeringsAgile Product Management: Lead product development in an Agile environment, ensuring milestones are met, risks are mitigated, and products are delivered in an iterative mannerVendor Management: Act as the digital lead for our technology vendors throughout the lifecycle from evaluation, contracting, onboarding, and ongoing maintenance What you haveRequired Qualifications:
Bachelor’s degree in Business, Finance, Economics, Computer Science, or a related field7-10 years of experience in digital product management, preferably with at least 3-5 years in the financial services, fintech, or related industriesStrong understanding of financial planningExperience with Agile product development methodologies (Scrum, Kanban)Proven track record of managing digital products from concept through launch and ongoing iterationExcellent analytical skills with the ability to translate financial data into actionable product insightsStrong communication and interpersonal skills, capable of managing cross-functional teamsExperience with financial modeling and business case developmentProficiency with product management tools (e.g., Jira, Confluence)Strong problem-solving abilities and attention to detail
Preferred Qualifications:
MBA or advanced degreeExperience in developing financial planning software or toolsKnowledge of financial regulations and compliance standardsDemonstrated interest and experience in applying generative AI to enhance digital client experiences, including tools like GPT-based assistants, document summarization, and predictive modeling
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeedWhy work for us?
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
www.icims.com