Sr Manager, Digital Product Management - Trading Research Experience (PL)
Your Opportunity
and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.
At Schwab, you’re empowered to make an impact on your career. We are on a journey to build the future of financial services. 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.
Charles Schwab's Digital Trading & Research Experience team builds key journeys and moments for millions of Retail investors. We are responsible for defining, delivering, and optimizing the client-facing digital platforms with the right targeted client experience across channels and business lines. We work, think and approach problems differently than your traditional financial services firm, and seek to change both how Schwab operates and how the industry serves investors. We are obsessed with solving customer needs, and collaborate across experience design, business, client service, operations, and technology teams across the enterprise to build digital tools and experiences that our clients can be passionate about.
We are looking for a product and customer champion to lead the Trading Research Experience team with Digital Trading, and help us craft the future of Schwab Digital Retail. In this role, you will set the vision for a team of product owners to ensure that a Retail client seeking to research various securities, such as stocks, ETFs, and mutual funds, can obtain the information that they need to support their trading behaviors through a cohesive, consistent, and accurate research experience. You will drive the creation, refinement, and evolution of the research experiences based on understanding our clients’ behaviors and underlying needs. You will deliver multi-domain initiatives efficiently, partnering with key vendors and internal partners to modernize and simplify our experiences, enhance existing features, and create new tools, all supported by and reflecting consistent and accurate market data.
We are on a journey to build the future of financial services. We help our clients plan for their future and they are passionate about the tools and experiences we provide.
Are you obsessed with solving customer needs and passionate about the full end to end client experience? Do you feel client need in your DNA? Are you interested in shaping the product roadmap and vision that impact millions of users? Can you find the best solution across multiple teams and business lines? Are you energized by crafting and telling a story? We would love to talk to you about this role!
What you have
Required Qualifications:
- 5+ years strong digital product management skills, experience with client journeys, and demonstrated ability to develop and implement product strategies; familiarity with Schwab enterprise platforms and data services is a plus
- 3+ years’ experience people management; proven track record of building and inspiring high-performing team
- Self-starter who is comfortable in a dynamic and fast-moving work environment, with the organizational skills and business context to manage and prioritize multiple projects for your team
- Effective relationship builder with high emotional intelligence, able to partner cross-functionally and work effectively with various personality types at all levels of the organization
- Strong communication and presentation skills, able to effectively communicate and present complex issues and trade-offs to leadership teams in a compelling, persuasive, and fact-based manner
- Technical background with a keen understanding of broader business needs and product strategy, plus strong analytical and creative problem-solving skills
- Experience working in a collaborative multi-disciplinary team within an interactive process and an Agile development methodology
- High adaptability in managing an emerging platform through new and evolving consumer trends
- Effective in managing business risk through assessing risk probability and impact, developing processes for risk mitigation and detection in rollout and test plans, and scenario planning
- Deep understanding of the US Markets and the products offered; stocks, options, futures, mutual funds, etc.
- Strong understanding of the financial services competitive landscape, specifically but not limited to Trading Research capabilities
- Bachelor's degree
Preferred Qualifications:
- Post graduate degree is a plus
- Series 7 and 24 preferred
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 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