Director, Digital Product Management

Your Opportunity

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology and practice management solutions to registered independent advisory firms (RIAs). It provides access to sophisticated, digital wealth-management services that helps advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts. Schwab supports nearly 8,000 registered independent advisors firms who custody and manage over $1.4 trillion in assets at Schwab.

In Advisor Services (AS) we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive.  We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. 

What you’ll do:

As a Product Management Director IC, you will perform analysis, manage coordination with platform owners/leaders, drive alignment and execute business strategy through planning, to achieve Advisor Services & Core Digital Solutions business goals and deliver solutions that will enable advisors to have efficient and seamless experiences with Schwab using technology. 

Key responsibilities of this Product Management Director IC role include:

• Develop planning and strategy to drive completion of initiatives important to AS Core Digital Solutions & Advisor Experience & Platform that supports Advisor Services and firm business objectives.
• Effectively communicate with new/existing partners to share recent and upcoming priorities, and long-term roadmap/goals.
• Facilitate and drive sharing of platform strategy with partners on a regular basis.
• Develop internal communications and presentations based on roadmaps, strategic goals and top initiatives.
• Provide regular and concise updates to leadership.
• Maintain a strong band of communication with internal business partners, related 3^rd party partners and leaders.
• Drive alignment and understanding of priorities, business strategy, trade-off decisions and investment with stakeholders.
• Recommend scalable process improvements; identify and share best practices and tools
• Establish trusted relationships with partners and leverages internal network.
• Capture stakeholder concerns, and dependencies and implement refinements to an overall roadmap plan.
• Additional projects and tasks based on business needs

What you have

• Experience and education
  • 5–10 years of product ownership, product management, or business experience related to trading functionality.
  • 10+ years of experience in financial services or a related business environment.
  • Bachelor’s degree required; MBA preferred.
• Communication, influence, and leadership
  • Excellent communication and presentation skills, with the ability to translate complex concepts into clear, fact-based messages.
  • Proven ability to influence, build relationships, and lead work across cross-functional teams.
  • Credibility with peers and stakeholders at all levels to drive alignment and action.
• Execution and problem solving
  • Analytical mindset, with the ability to interpret data, recommend solutions, and deliver results.
  • Ability to support change and introduce new ways of working across teams.
  • Strong project management skills, with the ability to manage priorities, deadlines, and obstacles with urgency and follow-through.
• Mindset and technical skills
  • Comfort working in a fast-moving environment with a positive attitude and strong work ethic.
  • Creative thinker focused on delivering an excellent client experience.
  • Attention to detail and a disciplined approach to application development.
  • Extensive experience with Microsoft PowerPoint and Excel.
  • Knowledge of Agile methods and processes, with the ability to develop and articulate business requirements.

What you’ll get:

• Comprehensive Compensation and Benefits package
• Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
• Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
• Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
• Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
• Not just a job, but a career, with an opportunity to do the best work of your life