Manager, Digital Product Management

Your opportunity

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.

Schwab Data is focused on leveraging data to drive better business decisions and better outcomes. We are a trusted thought-partner who provides actionable insights in a consistent and timely manner. We leverage close, collaborative working relationships with analytics teams to apply technology solutions to a wide array of business problems and Business Intelligence needs.

The Enterprise Business Intelligence (BI) Tools and Capabilities Team is seeking a highly motivated and strategic Manager, Digital Product Management to lead the governance, support, and enablement of our enterprise BI tools and capabilities. This role plays a critical part in managing tool access, licenses, user support, and fostering a vibrant BI community. The ideal candidate will have hands-on experience with BI platforms and a passion for enabling user success across the organization.

What you’ll do:

License Management:

• Lead a new initiative focused on improving, enhancing, and automating access and license management across enterprise BI tools.
• Oversee efficient license utilization for the full suite of enterprise BI tools (e.g., Tableau, Power BI). Partner with STS technical teams, product owners, and Cross-Enterprise Data and Analytics leadership to ensure appropriate license allocation, renewal, and forecasting.
• Leverage analytical skills to continuously evaluate license usage, communicate proactively about current capacities, and monitor data for opportunities.

Access Governance and Analysis: 

• Manage and analyze user access across BI platforms. Ensure proper access controls, compliance with security policies, and support audits and reporting.
• Evaluate new access requests and opportunities to help streamline the creation of new access roles/requests and enable efficient access management practices for our BI users and leaders.

First-Line User Support: 

• Serve as the first point of contact for BI-related inquiries. Help users troubleshoot issues, connect them with the right resources, and ensure timely resolution of support requests.
• Facilitate across product and technical teams to make sure our users connect with knowledgeable resources quickly and easily.
• Leverage existing knowledge of BI tool space to drive towards solutions.

BI Community Leadership: 

• Implement a common approach to user feedback across the BI user community. This approach will provide end users with an easy way to provide feedback and play a critical role in backlog development for the platform teams.
• Spearhead the efforts to expand the internal BI user community. Host office hours, knowledge-sharing sessions, and community events. Communicate product updates, platform changes, and best practices to keep the developer and analyst community informed and engaged.

Feedback Strategy Development:

• Design and implement a comprehensive feedback loop to gather insights from the BI user community. Translate feedback into actionable improvements in collaboration with product owners and technical teams.
• Bring ideas and discussion to the opportunity backlog reviews in an effort to provide the “voice of the business” for product enhancements.

BI Tool Training

• Leverage user feedback to create and implement a business intelligence training roadmap in collaboration with Schwab’s Data Education organization.
• Proactively identify training needs, inform requirements, and connect BI users with appropriate resources

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

• 5+ years of experience in Business Intelligence, data platforms, or analytics operations.
• Strong knowledge of common BI tools such as Tableau, Power BI, or similar platforms.
• Must have experience with Schwab systems and processes
• Experience managing user access, licenses, and tool administration.
• Excellent communication and facilitation skills with the ability to build relationships across technical and non-technical audiences.
• Demonstrated ability to lead user communities and support initiatives.
• Strong analytical and problem-solving skills.
• Ability to communicate/interact with business partners up to the Managing Director level
• Work directly with business leaders to get beyond the initial “ask” to understand the underlying business needs, critical path, and timeline surrounding key goals
• Partner closely with internal cross-function technology team members to deliver reporting projects that solve business requirements

Other Skill Sets

• Superb acumen for managing priorities to ensure you are working on the most impactful and value add item and pivot quickly and effectively as necessary if required.
• Knowledge of brokerage business, financial services, banking, and/or Charles Schwab a plus

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