Sr Manager, Digital Product Manager

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).

At Schwab, you are 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 that, when done right, investing liberates people to create their own destiny. We are driven by purposeto champion clients’ goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm, and the world. We live and bring to life the concept of “own your tomorrow” every day. We champion our employees’ strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves and our clients create a better future.

Our Opportunity

Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. Schwab serves approximately 15,000 individual RIA businesses with over $5 trillion in assets under management in accounts at Schwab. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. We have built our business on serving the needs of RIAs and advancing an industry that helps them and their clients thrive. We understand their needs and work side by side, providing the support they need to help them manage their firm and meet their goals.

Schwab Advisor Services is building out a Wealth Services team to drive product strategy and digital development to better support advisors’ expanding needs for wealth management tools. This includes portfolio and performance management, as well as unique offerings for different client segments. This group and its work will have high visibility across executive leadership.

The role will develop detailed product roadmaps and business requirements in partnership with a broad set of technology, operational, and service stakeholders. Additionally, the Sr. Digital Product Manager will oversee new product development, including supporting and representing the Digital team on regular executive and project team steering committee meetings for input and updates. You will plan business requirements for digital product components and work closely with internal delivery teams or third-party partners to ensure smooth requirements handoff and execution oversight.

What You’ll Do

• Deeply understand Schwab Advisor Center’s current technology offerings and the new opportunities Schwab is pursuing in creating these offerings.

• Transform early, high-level concepts for new product offerings and translate them into digital experiences that will resonate with advisors and align with Schwab’s strategic priorities.

• Develop relationships with key business stakeholders; regularly collaborate with SMEs and key partners to ensure holistic product design and go-to-market planning to support the new features, including but not limited to marketing plans, operations support, and service model.

• Drive performance and insights by establishing key metrics, analyzing data, and providing actionable insights to senior leadership for decision-making.

• Partner with delivery teams to drive enhancements and adoption of the suite of Advisor Services’ wealth management platforms.

What you have

Required Experience 

• Bachelor’s degree

• 5+ years of financial services experience, designing and/or building digital products

• Strong bias for action; ability to self-start and develop plans from an initial direction

• Proactive relationship-building and collaboration skills to partner effectively with SMEs and project contributors

• Strong storytelling ability: Curate illustrative content that supports productive meetings, summarize complex issues, and drive decision-making. Effectively communicate in meetings with senior executives. Ability to facilitate collaboration sessions virtually or in person with peers and partners.

• Strong project management skills: Ability to develop project plans and manage various contributors and stakeholders to be accountable to the plan

• Curiosity and drive to learn about the RIA industry, Schwab’s offerings, and other groups the team works with

• Ability to gather and coalesce ideas from various sources

Preferred Qualifications

• RIA industry experience

• Experience working with external partners and vendors

• Experience designing and supporting go-to-market activities and product activation through service and operational channels