Charles Schwab · 1 day ago
Senior Manager, Digital Product Management – AS AI Solutions
Westlake, TX
Full-time
Hybrid
Senior Level
7+ years expCharles Schwab is a leading provider of custody, trading, technology, and operational support to registered independent advisory firms. The Senior Manager, Digital Product Management – AS AI Solutions will play a vital role in advancing AI capabilities within Advisor Services, focusing on identifying and executing top use cases for AI solutions to enhance client experiences and internal operations.
Financial Services
No H1B
Responsibilities
Collaboratively work and facilitate use case working sessions with AS senior leaders rethinking how capabilities are delivered in the Advisor Services enterprise mapping to our strategic objectives
Collaboratively define the AS GenAI platform vision and roadmap for AS Service, AS Sales, AS Risk, and others based on business use case prioritization and scorecard evaluation
Collaboratively be a strong partner at the hip with our Advisor Services Technology team on technical feasibility for our top priority use cases within the AS business
Participate in model validation to ensure continued performance, regulatory alignment, and business value of AS AI tools
Communicate key metrics and risk insights to both technical and non-technical stakeholders, highlighting trends, variance, and business impact
Distill MVPs and iterative deliverables from long-term product visions and goals, focusing on risk and compliance transformation
Champion the near-term product vision, ensuring alignment with Schwab’s strategic goals and regulatory requirements
Rigorously and dynamically prioritize the AS AI solutions product roadmap, ensuring the identified development team(s) is creating value with each iterative delivery
Qualification
Required
BA/BS degree
7-10+ years of professional Software and/or Product development experience
5+ years of direct product experience
3+ years of experience working closely with software engineers
Demonstrable understanding of generative AI technology, architecture, and terminology including LLMs, RAG, system prompts, agentic, etc
Experience using/building generative AI solutions, ideally in B2B applications and use cases
Excellent facilitation skills
Ability to reason about systems, tradeoffs, and failure modes
Ability to break ambiguous problems into clear, testable components
Demonstrate judgment when balancing innovation vs. risk
Ability to explain complex ideas clearly to non‑experts
Rapid self‑learning in unfamiliar domains
History of picking up new tools, frameworks, or fields quickly
Curiosity and intellectual humility
Preferred
MBA, B.S. Computer Science and/or other field related to AI
Professional experience in engineering, data science, advisor services business
Experience building Agentic workflows (e.g., with Copilot Studio, Vertex AI Agent builder etc.)
Outstanding verbal and written communication skills with demonstrated ability to communicate effectively with all levels of the organization
Familiarity with financial services and the regulations that apply to the industry
Strong business influence skills
Ability to distill strategy, analytics and varied sets of input to drive decisions across stakeholder communities
Building credibility with peers and key stakeholders (at all levels of the organization) to be able to drive action. Ability to develop multiple solutions to the same problem and identify the common failure modes associated with each
Passion for identifying user pain points, generating ideas to relieve them, and acting swiftly to test potential solutions
Self-starter with outstanding organizational skills, attention to detail, and desire to continually reevaluate existing products and processes
Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic
Curiosity to continually learn and keep up to date with the latest GenAI capabilities
A strong track record of performance
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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