Charles Schwab · 7 hours ago
Digital Product Strategy & Offer Management - Advisor Services
US-TX-Westlake
Full-time
Onsite
Director/Executive
$170K/yr - $220K/yr
10+ years expCharles Schwab is an industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. The Director, Digital Offer Management role involves defining digital product components, aligning features with business objectives, and managing project development to create innovative wealth management tools.
Financial Services
Responsibilities
Deeply understand Schwab Advisor Center’s current technology offerings and the new opportunities Schwab is pursuing in creating new digital offerings
Keep up-to-date on RIA industry trends, key technology players, and advisor technology needs
Develop and refine high-level concepts for new digital experiences product offerings aligned to achieving Schwab’s strategic objectives for the new offer
Develop relationships with key business stakeholders; role model and support strong collaboration with various partners to ensure holistic product design and go-to-market planning to support the new features, including but not limited to marketing plans, operations support, and service model
Stand up steering committee structure for team projects and develop team best practices for project management to ensure a strong pace of offer development progress
Manage discovery efforts for the team to vet new ideas through formal and informal research with target customers
Coach team members on collaboration and presentation skills
Qualification
Required
RIA industry experience required
10+ years' experience designing and/or building digital products or experiences
Direct people leadership experience required
Strong drive to activate progress; ability to self-start and develop plans from an initial direction with little direct guidance
Ability to develop a strategic vision, supported by data and insights, in alignment with long-term business goals
Experience building business cases and defining key outcomes to track
Strong relationship-building and collaboration skills to partner effectively with SMEs, partners, and senior leaders to shape a product vision
Excellent communications skills –ability to create PowerPoints that support productive meetings, summarize complex issues, and drive decision making. Ability to facilitate collaboration sessions virtually or in-person with peers and partners
Presentation skills for meetings with senior executives
Superior project management skills – Able to develop project plans and manage various contributors and stakeholders to be accountable to the plan. Able to coach team members in developing project plans and roll up combined plans to a birds' eye view of the team's activities
Curiosity and drive to learn – about the RIA industry, about Schwab's offerings, other groups the team works with
Bachelor's degree
Preferred
Experience working with external partners and vendors
Director level leadership experience
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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2025-09-28
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