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. 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Schwab Asset Management (SAM) and the Schwab Center for Financial Research (SCFR) deliver trusted investment insights that help advisors, clients, and business partners make informed decisions. Within SAM’s Asset Management Infrastructure organization, the Investment Research Platform team enables Schwab’s proprietary research to be managed, governed, distributed, discovered, and consumed at scale through shared platforms, standards, and capabilities.

As a product leader, you will guide the evolution of Schwab’s research capabilities so trusted insights can reach people, platforms, and AI-powered search, retrieval, and agent experiences. This is an individual contributor product leadership role.

What You’ll Do

• Evolve capabilities that support the research lifecycle, strengthening metadata, taxonomy, governance, indexing, discoverability, and stewardship to support enterprise reuse.

• Define product vision, roadmap priorities, and measures of success for research content management and distribution across platforms, applications, data services, and emerging channels.

• Align research, product, technology, risk, and compliance teams on priorities and investment tradeoffs, balancing innovation with operational stability.

• Enable AI-powered experiences by applying content standards, permissions, lineage, and retrieval practices that ground AI in trusted research.

• Partner with architecture and engineering to make research securely available to AI tools and agents through search indexes, APIs, retrieval-augmented generation (RAG), and Model Context Protocol (MCP) services.
• Analyze consumer needs, adoption patterns, and operational insights to identify opportunities for improvement. 
• Lead complex cross-functional initiatives from concept through delivery.

What you have

Required Qualifications

• 8+ years of experience in product management and/or financial services, translating business and operational needs into platform or product capabilities that drive measurable outcomes+

• Demonstrated ability to lead complex, cross-functional initiatives, including planning, prioritization, sequencing, and dependency management

• Experience defining product vision, roadmaps, priorities, and measures of success

• Working knowledge of content management, metadata, governance, information architecture, knowledge management, data management, or related disciplines, with the ability to partner with research, product, and technology experts to go deeper

• Interest in AI-enabled products and the ability to learn new technologies quickly in partnership with engineering and data teams

• Strong problem-solving and decision-making skills with the ability to identify root causes, evaluate tradeoffs, and develop scalable solutions

• Strong communication, partnership, and stakeholder management skills, with the ability to collaborate, adapt, and influence across research, business, technology, operations, legal, risk, and compliance organizations

• Bachelor’s degree

Preferred Qualifications

• Direct experience in investment management, investment research, or wealth management

• Experience with content management, publishing, knowledge management, or digital asset management platforms

• Familiarity with enterprise search, indexing, retrieval-augmented generation (RAG), Model Context Protocol (MCP), and cloud-based AI or data platforms

• Understanding of governance, lineage, auditability, and regulatory considerations within controlled enterprise environments

• Experience supporting enterprise data distribution through APIs, data services, file-based delivery, or other integration patterns

• Experience using adoption, discoverability, quality, reliability, and operational effectiveness measures to inform product decisions and continuous improvement

• Experience working in Agile or Scaled Agile environments

• Graduate degree, Product, Agile, or related professional certifications

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