Director, Digital Product Management (PL)

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. 

Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. Schwab serves approximately 16,000 individual RIA businesses with over $5 trillion in assets under management in accounts at Schwab. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. We have built our business on serving the needs of RIAs and advancing an industry that helps them and their clients thrive. This includes the third-party platforms that enable RIAs to run their businesses effectively.

Schwab Advisor Services is building an MCP (Model Context Platform) server that can support both internal and external needs.  The MCP team will be responsible for developing a strategic roadmap with input from key stakeholders, advisors, and third parties and executing the vision.

What you’ll do:

• Define and execute the product vision, strategy, and roadmap for MCP, aligning platform investments to business outcomes, advisor needs, and enterprise priorities. This includes consideration for key MCP platform layers, including Schwab capabilities, partner extensions, workflow orchestration services, and future premium offerings
• Deeply understand Schwab Advisor Center’s current capabilities and features along with our API offerings. Evaluate internal and partner roadmaps for AI on platform to evolve our MCP offering to support those needs
• Lead product discovery and validation efforts with RIAs, internal business partners, and fintech providers to identify and prioritize high-value workflow use cases.
• Establish and monitor platform, product, and business success metrics; communicate strategy, roadmap progress, adoption trends, and outcomes to senior leadership and executive stakeholders
• Partner with engineering teams to deliver scalable, secure, and resilient platform capabilities while balancing innovation, technical feasibility, risk management, and operational excellence
• Lead and coach a team of product managers, fostering strong execution, strategic thinking, collaboration, and talent development while providing ongoing guidance in product management, stakeholder management, and software delivery practices
• Champion advisor and partner feedback, continuously evaluating market opportunities, platform performance, and enhancement priorities to improve user experience and business impact

What you have

• 10+ years of experience in digital product management, product development, or platform product leadership, with a demonstrated ability to deliver complex business and technology solutions
• 3+ years of proven people leadership experience at the Director level, including building, coaching, and developing high-performing product teams
• Deep understanding of the RIA industry, Schwab Advisor Center capabilities and advisor workflows
• Demonstrated fluency in AI and AI technical components
• Demonstrated experience defining and delivering platform, API, or workflow-oriented products that serve multiple customer segments and partner ecosystems
• Exceptional strategic thinking skills with the ability to define long-term product vision, connect platform investments to measurable business outcomes, and influence executive decision-making
• Exceptional stakeholder management and relationship-building skills to engage with internal partners, RIAs, and third-party partners alike, with the ability to synthesize needs and align diverse groups around common objectives and execution plans
• Excellent communication, presentation, and storytelling skills, including experience presenting product strategy, business cases, and performance metrics to senior leaders and executive audiences
• Strong project and program leadership capabilities, including the ability to prioritize competing demands, drive accountability, and deliver results in complex, fast-moving environments
• Advanced analytical and problem-solving skills with experience using data, customer insights, and market feedback to guide product decisions and measure success
• Experience developing product business cases, product metrics, adoption frameworks, and commercialization strategies
• Bachelor’s degree; MBA preferred