Sr Manager, Digital Product Management - Trading & Research Experience
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).
Charles Schwab's Digital Trading & Research Experience team builds key journeys and moments for millions of investors. We are responsible for defining, delivering, and optimizing client-facing digital platforms that help investors confidently research and trade securities across web and mobile experiences.
We are seeking a Senior Digital Product Manager (individual contributor) to help shape the future of Schwab’s Trading Research Web Experience. In this role, you will drive the evolution of research experiences for equities, ETFs, mutual funds, and other investment products, ensuring clients have access to intuitive tools, insightful content, and accurate market data that support informed investment decisions.
The team is responsible for:
- Product Management – defining product vision, prioritize roadmaps and backlogs, translate client and business needs into actionable requirements, and guide products from concept through delivery.
- Client Experience – applying client-centric thinking to understand investor needs, analyze client journeys, and identify opportunities to simplify and enhance digital experiences.
- Communication – communicating complex concepts, priorities, trade-offs, and recommendations with clarity and influence across technical and non-technical audiences.
- Priority Management – managing competing priorities, evolving business needs, and multiple initiatives while maintaining focus on the highest-value outcomes.
- Decision Making – using qualitative and quantitative insights, research, analytics, stakeholder input, and business objectives to evaluate options and make informed product decisions.
You will partner closely with experience design, technology, market data, compliance, operations, and business stakeholders to modernize experiences, deliver new capabilities, and continuously improve how clients engage with research and trading solutions.
As a Senior Digital Product Manager, you will:
- Translate client needs, user research findings, stakeholder priorities, and technical requirements into product strategies and digital solutions.
- Define and execute product roadmaps that improve trading research experiences across web and mobile channels.
- Lead Agile product development efforts, partnering with Scrum teams to deliver high-quality experiences that meet client and business objectives.
- Collaborate with UX and Experience Design teams to create intuitive, client-centered experiences.
- Partner with market data teams and vendors to ensure experiences are powered by timely, accurate, and reliable data.
- Prioritize product backlogs and author epics, user stories, and acceptance criteria that drive development outcomes.
- Gather and leverage client insights, market research, behavioral analytics, and performance data to identify opportunities and inform decisions.
- Build strong partnerships across Client Experience, Marketing, Compliance, Operations, Technology, Service, and business leadership teams.
- Continuously evaluate and improve products based on user feedback, business priorities, and evolving market needs.
- Champion solutions that help Schwab continue challenging the status quo through innovation, collaboration, and client-centric thinking.
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:
- 5+ years of digital product management experience delivering client-facing web and/or mobile products.
- 5+ years of experience understanding client journeys, writing epics and user stories, and partnering with UX/UI professionals to deliver exceptional experiences.
- 5+ years functioning as a Product Owner within Agile and Scrum environments.
- Experience with Jira, Confluence, Drupal, Adobe Analytics, and PowerPoint; familiarity with Figma is a plus.
- Strong relationship-building skills with the ability to influence and collaborate across diverse stakeholder groups.
Preferred Qualifications:
- Experience in brokerage, trading, wealth management, or financial services environments.
- Understanding of market data platforms, securities research, and financial-services regulatory considerations.
- Knowledge of market data delivery models and vendor ecosystems.
- Experience modernizing digital products through data-informed decision-making and continuous improvement practices.
In addition to the salary range, this role is 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