Manager, IT Product Management

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities 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. 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 Trust and Custody Services (TCS) provides trust and custody services for retirement plans, primarily 401(k) plans. Schwab Trust Bank serves Schwab’s bundled retirement product, and is the industry leader in providing trading and custody services through Independent Record Keepers. Our goal is to provide excellent service in a rapidly growing business. 

Our Opportunity:

The CSTB Digital Platform team is a group of highly skilled individuals whose focus is on the continuous improvement of our operational processes, application functionality, and client experience. We are obsessed with solving customer needs. We want every interaction to be simple and easy. We collaborate with user experience and design, business, and technology partners across the enterprise to build software experiences our users are passionate about.

This role within Charles Schwab Trust Bank will assist with the development and evolution of our Salesforce application and is responsible for contributing to efforts from concept to implementation. They will work within a Scrum Agile team overseeing the entire software development lifecycle, with involvement in planning, design and implementation of new and existing features and capabilities. The Salesforce Sr Specialist Manager will be part of a team that delivers retirement experiences that puts clients first. You will play a critical role in supporting strategy for Salesforce design, reporting, integrations, and will work collaboratively with not only the immediate team, but also across the broader Schwab organization.

Our ideal candidate will have solid relationship building skills, a blend of Salesforce and technology product experience, as well as having experience in the retirement business space.

What you will do:

• Deliver Salesforce data model, integration, and reporting capabilities to support bold growth and service goals and maintain a competitive differentiation for Schwab.
• Contribute to the overall strategy and roadmap to evolve Salesforce capabilities that support Retirement Business Services and firm business objectives.
• Collaborate within the team and greater organization to generate new ideas for future product development based on interactions with partners, clients, and prospects.
• Adherence to Agile methodologies by participating in daily stand-up meetings, sprint planning sessions, backlog prioritization, user story preparation, and demos.
• Execute consistently in a fast-paced environment.
• Demonstrate the ability to lead multiple concurrent initiatives and consistently meet deadlines
• Work cross-functionally with technical, design, business counterparts to define product requirements and updates based on ongoing client-driven needs analysis.
• Ability to create and review training materials as well as lead the facilitation and training of Salesforce capabilities/features.
• Assist the teamLead efforts to integrate feedback from metrics,  clients,   stakeholders and customers into recommendations for improving delivery and evolving our operating models and agile frameworks.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

• 3-5 years of Salesforce design and reporting experience, prior retirement plan experience preferred.

• Salesforce administrator certification preferred. Multiple certifications preferred.

• Experience with Service Cloud and Sales Cloud required.

• Strategic problem solver with the ability to implement solutions to achieve positive outcomes

• Solid understanding base and experience in Salesforce Configuration & Administration

• Confidence discussing ongoing efforts with a variety of audiences, including peers and team leadership

• Proven ability to manage projects efficiently, meeting timelines without impacting ongoing business operations

• Ability to identify business critical initiatives, lead discovery sessions, and design scalable workflow solutions that address business needs while maintaining platform integrity.

• Curiosity, a can-do demeanor, and the ability to learn quickly and thrive in a complex, dynamic environment.

• Self-starter with outstanding organizational skills and ability to execute on multiple projects

• Skilled at working cross-functionally with technology, service, marketing, and many other teams to execute the lifecycle of a digital platform.

• Bachelor’s degree required and/or 2+ years Salesforce design and development experience.

Preferred Qualifications

• Financial industry experience in the Retirement Business or Retail space (401k retirement, Asset Management, Independent Record Keepers, Recordkeeping, etc.).

• Knowledge, Experience Cloud and/or experience with any of these applications are a plus: Pega, Jira, Confluence.

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