Charles Schwab · 15 hours ago
Senior Digital Product Manager
US-TX-Southlake
Full-time
Onsite
Senior Level
$130K/yr - $160K/yr
5+ years expCharles Schwab is a leading provider of custody services in the RIA marketplace. They are seeking a Senior Digital Product Manager to lead a scrum team focused on building new transaction solutions for advisors, requiring strong planning and execution skills.
Financial Services
No H1B
Responsibilities
Lead product discovery and requirements definition, driving production‑ready epics, user stories, acceptance criteria, and refinement artifacts
Support usability research, design reviews, workflow simplification, and digital adoption initiatives
Partner with UX to define intuitive, consistent SAC experiences aligned with enterprise design patterns
Partner with GTM teams to support advisor readiness, change management, training materials, early access programs, and communications
Prioritize high impact work for the engineering team and keep development work on track
Drive problem solving, accountability, and resolutions in production support situations; recommend future enhancements
Partner with Risk/Legal/Compliance and Service/Ops to ensure controls are embedded throughout the product lifecycle
Conduct root‑cause analysis for production issues and drive corrective action plans
Build PowerPoint presentations to communicate findings or lay out plans and ideas for stakeholder input and review; persuasive presentation skills
Qualification
Required
5+ years of experience in a digital product management or product development role
An agile mindset; expert in agile methodologies for software development (writing user stories, acceptance criteria, facilitating scrum activities)
Advanced technology acumen, including an understanding of how software products are made, familiarity with architectures, languages, and build cycles
Project management - Able to juggle multiple priorities, drive progress and accountability across multiple stakeholders; Strong self-management to move work forward without prescriptive leadership guidance
Communication and presentation skills - Adept at PowerPoint, good at framing and telling a logical story, strong verbal and written communication - for executive audience, tech partners, operations, etc
Problem-solving & Advanced analytical skills - Ability to collect and analyze information, problem-solve, and make decisions through data
Strong relationship-management skills – Able to foster connections across different parts of the organization to drive a well-rounded implementation strategy
Preferred
Natural curiosity and a continuous learning attitude
Financial services industry experience
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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