Sr Manager, Digital Product Management

Your Opportunity

This isarolewithin Client Reporting andresponsiblefor product platforms such as brokerage statements, tradeconfirmationsand trade confirmation reports. These products serve as critical touch points for our clients, provide informationregardingtheiraccountportfolios and transactions. Theyalsoprovidea great opportunityto directlyimpacttheclientexperience, satisfaction, and loyalty, while supporting the strategic growth of the firm. The team supports all of Schwab’s business enterprises and works with a wide range of internal stakeholders.

The Senior Product Manager will work across a wide range of stakeholders tooptimizeour experiences and platforms. The SeniorProductManager will play a critical role in productstrategy,discovery,design, client experience,roadmapdevelopment,feature prioritization,executionand risk management. This role will be supporting the team in building scalable products and innovating to drive optimized experiences. Cross-enterprise leadership and influenceiscrucial to the success of this role.

Responsibilitiesinclude, but are notlimited to:

• Comprehensive understanding of the product development lifecycle and agile practices to build exceptional experiences on a healthy and scalable platform

• Lead journey mapping exercises and partneracrossproductgroups tounderstandvarious Schwaboffers, solutions, and clients

• Gather product insights for the various product solutions to inform MVP and ongoing featuresin preparation forProgram Increment (PI) planning

• Create compelling visual layouts, frameworks,summariesand mockups of financial reporting documentsusingdesign thinkingprinciplesto enhance clarity and readability of client reporting documents

• Perform analysistoprovide insightsintothe customer experience, cost savings opportunities, client behaviors, and competitive market factors

• Develop business cases and vet new opportunities

• Build andmaintainstrong relationships with stakeholders, effectivelyestablishingtrust and credibility

• Create andmaintainproduct collateral, internal communication/training, and marketing materials

• Lead go-to-marketstrategies,stakeholdercommunications,and serve as subject matter expertforresearchandescalationresolution for client andserviceinquiries

• Act as a Product and Client Ambassador, ensuring features meet specifications and the teamdelivers onproduct and business requirements.

• Work with Oversight and Risk partners to understand and manage to applicable regulations and controls

• Strong attention to detail as it relates to risk management, governance, and institutionalizing processes

What you have

RequiredQualifications:

• Bachelor’sdegreerequired.

• 7+ years of experience in digital product management.  

• Demonstrated success with defining requirements and launching products in a complex corporate environment.

• Experience with allfacetsof product management, including product discovery techniques, design thinking, and Agile development practices. 

• Experience working with and analyzing complex data sets to make data-driven decisions and recommendations.  

• Experience producing storytelling decks for socialization and buy-ins. 

• Able to communicate at the strategic level (strategy/vision) as well as tactical level (status updates), and able to articulate a complex task or analysis to individuals at all levels of the company. 

• Skilled in working with a cross-functional team, balancing trade-offs and re-prioritization as needed. Strong interpersonal skills, emotionalmaturityand sound decision making capabilities.

• Experience with project planning, dependencies management, and business analysis. Able to define use cases and business logic within user stories.

Preferred Requirements:

• Postgraduate degree is a plus. 

• FINRA Series 7 or 99a plus. 

• Experience in the financial services industry and/or regulatory communication preferred.

• Experience with any of the following tools and systems; Confluence, SharePoint, SQL,OpentextExstream, JIRA, IBM Mainframe, Adobe suite. 

• Experience writing queries and extracting reporting from data warehouses

• Experience with vendor solutions and engagementa plus.

• Expert usage of Excel, Word,PowerPointand Visio