Sr. Manager, RBS Trust Experience and Product

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(s).

As Senior Manager, Product Management, you will have direct impact on the development, enhancement, and management of RBS trust, custody, brokerage, and platform-related solutions delivered through third-party service, technology, and financial partners. This role supports offerings used by advisors, recordkeepers, financial institutions, service providers, and other intermediaries that deliver retirement plan solutions to employers and participants.

This role blends product management, partner engagement, market analysis, data-driven decision-making, and process improvement. You will assess market, partner, and client needs; translate opportunities into clear requirements and business cases; analyze product and workflow performance; and offer practical strategies to improve partner experience, operational efficiency, scalability, controls, and growth.

Responsibilities will include:

• Lead product offer experience for RBS trust, custody, brokerage, and platform-related solutions delivered through third-party service, technology, and financial partners.
• May be asked to take ownership of specific third-party product offers, including oversight of strategy, requirements, partner coordination, performance monitoring, and enhancement opportunities.
• Identify market and partner opportunities through client feedback, competitive intelligence, industry trend analysis, service insights, data analysis, and intermediary needs.
• Translate business needs into requirements, business cases, project plans, and prioritization recommendations for new products, partner capabilities, feature enhancements, and workflow improvements.
• Use data analytics to evaluate product performance, profitability, partner adoption, service trends, operational friction points, and key business metrics.
• Develop and recommend workflow improvement strategies that streamline processes, reduce manual effort, improve client and partner experience, strengthen controls, and support scalable growth.
• Partner across technology, operations, legal, compliance, marketing, risk, service, sales, and external partner teams to deliver product, service, and process initiatives.
• Monitor initiative progress, risks, dependencies, partner impacts, and outcomes, and use insights to adjust priorities and improve execution.
• Present recommendations, business cases, analytics findings, workflow improvement opportunities, and progress updates to senior leaders.

What you have

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

Required Qualifications:

• Bachelor’s degree or equivalent experience
• 5+ years in product management, product marketing, market analysis, product analysis, data analytics, operations strategy, partner management, or related business roles.
• Knowledge of retirement plan administration and familiarity with financial markets, intermediaries, recordkeepers, registered investment advisors, service providers, technology providers, financial partners, and employer-sponsored retirement plan solutions.

Preferred Qualifications: 

• Strong written and verbal communication skills, including the ability to translate complex business, product, partner, data, and workflow topics into clear recommendations.
• Strong organizational and leadership skills, with the ability to manage cross-functional initiatives, track progress, align stakeholders, and drive results through collaboration.
• Broad knowledge of mutual funds, collective investment trusts, bank deposits, individual retirement accounts, and other investment products used in retirement plans.
• Experience using data, reporting, dashboards, or business intelligence tools to identify trends, measure performance, and support decision-making.
• Ability to assess existing partner and internal workflows, identify gaps or inefficiencies, and recommend practical improvements that strengthen controls, service quality, partner experience, and client outcomes.
• Proficiency in Microsoft Office, Salesforce or similar CRM tools, and project management, database, reporting, or analytics applications.

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

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