Sr Manager, IT Product Management Lead (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.

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).

Reference Data Platform Strategy & Support provides comprehensive, flexible, and enterprise-wide market reference data platforms to meet the needs of the firm’s product and service offerings.  Our goal is to improve the competitive position of the firm, reduce risks and cost, and improve client experience and operational efficiency; deliver scalable securities and fundamental data and platform solutions; source and distribute the highest quality data; leverage best practices of data quality control, both internally and externally, to ensure best client experience and mitigated risk to Schwab; and to be a trusted partner to domains and stakeholders.

The Business Analyst/Relationship Manager as a member of the Reference Data Consumer Management team, will be responsible for supporting the onboarding of 75+ downstream applications onto the security master and fundamental data platforms.  This includes tracking and initiating consumer migration, meeting with all the teams representing each new downstream application; guiding them through our onboarding and governance process; partnering to define their business and data requirements; prioritizing new requirements with product owners and technology; and managing UAT/production parallels to ensure that data meets clients’ needs. This position includes active engagement with senior leaders, business and technology partners. Expertise in analyzing data is required. 

What you'll do:

• Manage relationships and partner with internal stakeholders to define consumer business and data requirements and data quality comparisons while managing the onboarding process of the data points 
• Define and streamline consumer onboarding tools and processes to enhance the onboarding experience
• Coordinate material and schedule consumers to attend the working leadership team meeting presentations
• Organizes cross-functional activities, ensuring completion of the project i.e. product on schedule while communicating any budget constraints.
• Facilitate governance approvals of data usage on behalf of new consumers.  This includes tracking the use of each data point across each new consumer and presenting this information to the Security Reference Data Governance (SRDG) committee for approval
• Partner with the Product Owners across the RDPSS platform and data operations teams to prioritize client pain points and minimize migration timeline impacts

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:

• Minimum of 3 years’ experience in Financial Services Security Reference Data domain and/or Trading Lifecycle (trading, middle office, settlement and reporting)
• 1-2 years project management experience in driving projects to completion
• Relationship management experience and the ability to lead regular meetings with internal partners

Preferred Qualifications: 

• Competence in Microsoft Office tools including Outlook, Word, Excel, PowerPoint
• Must have strong attention to detail, the ability to work across the enterprise or within cross-functional team
• Strong data analytic skills and the ability to effectively distill a varied set of inputs to drive decisions and define requirements
• Outstanding written and verbal communication skills with demonstrated ability to communicate effectively with all levels of an organization
• Ability to multitask through multiple projects at one time 
• General knowledge of most product security types
• Familiarity using SQL to extract and analyze data highly preferred
• An undergraduate degree is preferred; Master’s degree is a plus
• Security licenses including series 7 preferred

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