Charles Schwab · 9 hours ago
Sr Manager, Digital Product Management
Charles Schwab is a leading financial services firm that empowers individuals to make an impact on their careers. The Sr. Product Manager will be responsible for developing digital platform capabilities for wealth management, driving capability discovery, assessments, and execution for user experiences while collaborating with cross-enterprise partners.
Financial Services
Responsibilities
Develop a deep understanding of our users and leverage data in the design of new processes and interactions to enhance the overall user experience
Leverage wealth management experience to design effective user and client journeys
Develop frameworks and drive to decisions on which opportunities to prioritize
Influence leaders and peers through both verbal and written (PowerPoint) communication to gain alignment on key decisions to advance how to serve advisors and clients
Define requirements and facilitate delivery of digital experiences, including working with relevant technology domains; engaging in discussions around trade-offs; and providing feedback to partners designing solutions
Manage development efforts and technology scrum teams: writing user stories, refining the backlog, and working with User Experience designers
Qualification
Required
Wealth management experience: You have directly delivered or developed products that supported the delivery of wealth management such as investment and retirement planning
Structured problem solving: You can bring order to an ambiguous problem, breaking it down into its key components and providing a framework that helps focus our thoughts and energy on what matters most
Analysis / decision support: You can identify the key pieces of information that we must know to make a decision and can either find answers yourself or identify the partners who will help you get those answers. This includes the ability to structure and execute quantitative analysis, e.g. calculating how much an initiative might cost
Sequencing work into a series of steps: You can identify where we are on a body of work, our desired destination, and the steps or actions to take to reach that destination
Planning and executing large & complex projects: You can identify a set of workstreams and deliverables necessary to execute on an overall objective; you can organize these workstreams into an overall program structure with associated timelines, stakeholders, and governance; and you can facilitate the execution of workstreams by working with partners to define the client experience, detail key requirements, and hand the requirements off to the relevant technology domains to execute
Building Robust API & Smart User Interface: You can pair robust API design and development with a sharp eye for intuitive, user‑friendly UI—someone who connects back‑end capabilities to delightful front‑end experiences
Preferred
Strong technical experience with agile methodologies
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
Funding
Current Stage
Late StageRecent News
2025-10-04
Morningstar.com
2025-09-28
Company data provided by crunchbase