Sr 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.

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.

DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended more than $35 billion in grants to more than 255,000 charities.

DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.

We are seeking a technical minded and passionate Digital Solution Sr. Product Manager (individual contributor) to lead our efforts around improvements to the backend of our main platforms which include PHIL/Mongo DB, Giving360, GivingFSC (Salesforce), MyQ, NICE along with other supporting applications. In this role, you will support an already established technical roadmap and determine ways to support interactions with these platforms through improved experiences. You will be required to drive the vision and roadmap of how improved methods will be done and lead projects to ensure successful execution. Knowledge of Charitable Operations from New Accounts to understanding Contributions to Pools to Trade Automation to Grants would be great. A good understanding of the non-profit and financial industry legal, risk, compliance and finance will be key. The role will report into a Sr. Manager on the DAFgiving360 Digital Solutions team and includes working with Legal, Risk, Compliance, Strategy, Project Management, Data, Knowledge Management and other teams to gain buy-in.  You will work closely day to day with different product owners to do cross-functional planning in DAFgiving360 and greater Schwab to stay aligned. You might also partner with our UX design team and work closely with our technology partners to drive a large-scale efforts that support all processes of DAFgiving360 core business. 

The ideal candidate will enjoy being part of a growing digital team, working in a continually changing environment, have demonstrable experience of working with an agile mindset, have strong analytical skills, and have experience with many different technology platforms. This role requires a curious mindset, a strong solutions-oriented view and ability to forge relationships with many internal and external partners.

What you are good at

• Collaborate with other Digital Solutions Product Managers and Owners to implement solutions that improve the employee journeys including service and operations support of granting, contributing, and investing to increase productivity
• Analyze and understand existing tools (proprietary and third party) and workflows to effectively implement holistic and efficient digital solutions improve and to manage all business processes
• Collaborate with technology leads and architects, ensuring data flows accurately and consistently and adding automation wherever possible
• As the primary liaison between stakeholders and development team, you’ll facilitate workshops and stakeholder meetings, create a shared understanding with stakeholders, engage team-members to gather and understand requirements and create an environment of consensus building across teams
• Manage DAFgiving360 development efforts of 1-2 scrum teams and collaborate with other Digital Solution scrum teams across Schwab: Writing user stories and/or epics, refining the backlog, overseeing the QA and UAT process, accountable for sprint readiness and delivery
• Partner with Training and end users (managers and change champions) to implement robust field readiness plan for all changes, implementations and enhancements
• Ability to create and/or understand Journey Mapping and creating Future State experiences
• Provide timely and proactive production support to users; you will own what you build once in production
• Provide regular cross-functional and senior management updates
• Schwab Technology domains that support DAFgiving360 CMT, CAT, BPT, Tax Reporting Platform – mainly a business understating

What you have

Required Qualifications:

• 5 years being part of and working large scale technical or development projects
• 8 years of prior functional experience as a Product Manager/Owner; experienced in writing user stories, vertically slicing features, backlog refinement and maintaining Scrum backlogs
• 4 years experience on a digital product team and conducting stakeholder interviews and facilitating stakeholder workshops
• 4 years experience working in a truly agile environment with a passion for always trying to be more agile and learn from each sprint
• Design Thinking understanding and a passion for collaborating with cross-functional teams to bring more holistic solutions that help the customer
• Experience in Agile/Scrum and JIRA
• Experience with business and rep tools (Visio, Powerpoint/Keynote, Mural, or etc.)

Preferred Qualifications:

• Passion for charitable giving and client service excellence
• A strong commitment to always be making it better for the Donor by focusing efforts on improving the rep experience and external facing teams
• A customer-centric approach to all aspects of the project and experience journey mapping, design thinking workshops, agile best practices, and modern software practices
• Must be a driven self-starter, extremely detailed and analytical, and have a curious mind that enjoys digging into how things work and continuously strives to enhance the process
• A talent for multi-tasking, meeting deadlines, learning new skills and methodologies
• Comfort in a dynamic, fast-moving and collaborative work environment, with a positive attitude and solid work ethic
• Experience in building partnerships, mobilizing and motivating teams, influencing others at all levels of an organization, and driving change to effectively deliver on projects in a cross-functional environment
• Ability to lead decision making through influence, with the ability to make sound decisions in the best interest of the client as needed throughout the product lifecycle
• Excellent storytelling, presentation, communication, and interpersonal skills; ability to interact professionally with a diverse group, executives, managers, and subject matter experts with clarity and precision both written and verbally
• Familiarity with workflow or financial tools and data is a plus – Financial Advisor experience or contribution experience
• Prior exposure to the financial industry
• BA or BS Degree

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