Director of Product Management – Financial Planning (PL)

Your opportunity

At Schwab, you’re empowered to make an impact on your career while transforming the future of financial planning.

The Director of Product Management – Financial Planning will lead the strategy, evolution, and execution of Schwab’s enterprise financial planning platform—one of the most critical components of the client and advisor experience.

This role owns the end-to-end‑ product vision and roadmap for financial planning across Schwab, including advanced planning domains such as retirement, tax, and estate planning. You will lead a team of senior product managers, partner deeply with technology, design, and business leaders, and operate at a fast pace with high executive engagement to deliver scalable, modern, and integrated planning experiences that power Schwab’s advice offering.

What you’ll do:

As the Director of Product Management – Financial Planning, you will:

• Own and articulate a clear product vision and multi‑year roadmap for Schwab’s financial planning capabilities across Schwab
• Lead, coach, and develop a high performing team of senior product managers responsible for complex, enterprises cale product areas
• Drive integration of third-party planning solutions and advanced technologies (including GenAI enabled capabilities) while ensuring Schwab retains ownership of data and client experience
• Partner closely with Technology, UX, Offer Management, and Business leaders to deliver intuitive, scalable, and advisor ready planning experiences
• Navigate ambiguity, competing priorities, and executive‑level tradeoffs to drive timely, well‑reasoned product decisions
• Assess client, advisor, and representative needs; identify gaps and opportunities; and translate insights into prioritized product initiatives
• Define success metrics, business cases, and outcomes that demonstrate client and business impact
• Lead with urgency, emotional intelligence, and strong partnership—moving fast while bringing stakeholders along the journey

What you have

Required:

• 10+ years of experience in financial services, including wealth management, investment products, or advice-based platforms within large, complex organizations
• Deep expertise in financial planning and advice domains (e.g., retirement income, tax strategy, estate planning, charitable giving, executive compensation)
• Proven people leadership experience, including leading senior level product managers, hiring, coaching, and developing high performing teams
• Demonstrated executive presence, with the ability to influence, challenge, and partner effectively with senior leaders and demanding stakeholders
• Strong product strategy, roadmap development, and execution skills in fast paced, high visibility environments
• Ability to synthesize complex data, client needs, and business priorities into clear product decisions and recommendations
• Exceptional collaboration and relationship building skills across product, technology, design, and business teams
• High emotional intelligence with a leadership style that balances urgency, accountability, and strong partnership

Preferred:

• Experience leading enterprise scale financial planning platforms supporting both self-directed and advisor guided experiences
• Experience integrating or scaling third party vendors and platforms within regulated financial environments
• Exposure to or hands on experience with GenAI or advanced analytics in client facing financial products
• CFP designation and/or FINRA licenses (Series 7/24)
• Bachelor’s degree; advanced degree a plus