Sr Manager, 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 over 15,000 registered independent advisor 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 Senior Product Manager you will drive Advisor Services business needs through product development within the AS Core Digital Trading & Research team and deliver solutions that will enable advisors to have an efficient and seamless research experience using technology. 

Key responsibilities of this Senior Product Manager role include:

• Assist in developing a strategy and roadmap to evolve SAC Research platform to support Advisor Services and firm business objectives.
• Conduct interviews with internal/external stakeholders; manage feedback to gain insights into future product opportunities.
• Create detailed business requirements to define product features and monetization opportunities, as well as the service experience.
• Function as Product Owner of SAC Research and utilize appropriate methodology to collaborate with development and QA teams to manage implementation of technology projects, as needed.
• Work with AS Strategy, Planning and Analytics to Develop to manage requirements for dashboard to capture and present product adoption and monetization metrics / KPIs.
• Maintain a strong band of communication between internal/external business partners and leaders.
• Manage alignment and understanding of priorities, business strategy, trade-off decisions and investment with stakeholders.
• Participate as an active member of the AS Core Digital Trading & Research Team, the team responsible for general advisor core trading & research capabilities:
• Intake and decision making for new product and monetization ideas - Implementation of new AS Trading & Research Offer product and monetization strategies.
• Marketing and PR Strategy - Management of Marketing / PR strategies to ensure adoption and monetization of new product offers.
• Legal and Compliance Liaison - Act as the liaison to Legal, Compliance and the New Product Review Committee (NPRC) in the development of new products; and
• Education and Webcasts.

What you have

• 5-10 years of product management/business experience (trading knowledge preferred)
• Bachelor's degree required (MBA preferred)
• Knowledge of the financial services industry

• Strong written and verbal communication skills
• Demonstrated ability to be a creative thinker with a keen interest in ensuring the best possible experience for clients
• Ability to develop and articulate business requirements
• Must possess strong analytical and project management skills
• Ability to thrive in a highly-collaborative work environment
• Tenacity, a bias for action and the ability to overcome obstacles and successfully execute on multiple projects simultaneously, at times under extremely tight deadlines
• Possess a fine attention to detail and a disciplined approach to developing applications

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

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.