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.
Schwab’s Digital Wealth and Advisor Platforms team is seeking a Sr Product Manager (individual contributor) with a Wealth Management background. The Sr. Product Manager will develop digital platform capabilities used to deliver wealth management. This individual will be responsible for driving capability discovery, assessments, and execution for advice and wealth management user experiences. The Product Manager will coordinate with cross-enterprise partners fleshing out and driving clear understanding of feasibility, opportunities, and trade-offs. They will create and deliver effective communications for partners, stakeholders, and governance and drive clarity and requirements for Agile development teams.
Members of the team who are highly successful demonstrate the ability to excel in ambiguity, think creatively and expansively, leverage data and information to influence good decision making, excel in effective leadership communications, and deliver results. This role is for individuals with a bias for action and who are detail oriented and have the flexibility and maturity to work well with many partners to identify solutions that will benefit long-term strategies.
What you’ll do:
Develop a deep understanding of our users and leverage data in the design of new processes and interactions to enhance the overall user experienceLeverage wealth management experience to design effective user and client journeysDevelop frameworks and drive to decisions on which opportunities to prioritizeInfluence leaders and peers through both verbal and written (PowerPoint) communication to gain alignment on key decisions to advance how to serve advisors and clientsDefine requirements and facilitate delivery of digital experiences, including working with relevant technology domains; engaging in discussions around trade-offs; and providing feedback to partners designing solutionsManage development efforts and technology scrum teams: writing user stories, refining the backlog, and working with User Experience designers What you haveRequired Qualifications:
Wealth management experience: You have directly delivered or developed products that supported the delivery of wealth management such as investment and retirement planning.Structured problem solving: You can bring order to an ambiguous problem, breaking it down into its key components and providing a framework that helps focus our thoughts and energy on what matters most.Analysis / decision support: You can identify the key pieces of information that we must know to make a decision and can either find answers yourself or identify the partners who will help you get those answers. This includes the ability to structure and execute quantitative analysis, e.g. calculating how much an initiative might cost.Sequencing work into a series of steps: You can identify where we are on a body of work, our desired destination, and the steps or actions to take to reach that destination.Planning and executing large & complex projects: You can identify a set of workstreams and deliverables necessary to execute on an overall objective; you can organize these workstreams into an overall program structure with associated timelines, stakeholders, and governance; and you can facilitate the execution of workstreams by working with partners to define the client experience, detail key requirements, and hand the requirements off to the relevant technology domains to executeBuilding Robust API & Smart User Interface: You can pair robust API design and development with a sharp eye for intuitive, user‑friendly UI—someone who connects back‑end capabilities to delightful front‑end experiences.
Preferred Qualifications:
Strong technical experience with agile methodologies
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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