The Charles Schwab Corp logo

Junior Data Platform Product Manager

The Charles Schwab Corp

  • Southlake, TX
  • 6 days ago

    Highlights

    This hands-on individual contributor role focuses on disciplined execution, requirements and process documentation, delivery metrics, feature rollout support, data management activities, stakeholder engagement, and coordination of practitioner-community activities. Schwab Technology Services enables the future of how clients manage their money by delivering innovative, reliable technology products that support our mission to democratize access to investing and financial planning.

    Numbers & Facts

    LocationSouthlake, TX
    IndustrySecurity and Surveillance
    Company Size1,000 to 1,499 employees
    Year Founded1971
    Websitehttp://www.aboutschwab.com/careers

    Description

    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).

    Schwab Technology Services enables the future of how clients manage their money by delivering innovative, reliable technology products that support our mission to democratize access to investing and financial planning.

    As a Junior Data Platform Product Manager you will support product delivery and platform operations across business, analytics, governance, and engineering teams. This hands-on individual contributor role focuses on disciplined execution, requirements and process documentation, delivery metrics, feature rollout support, data management activities, stakeholder engagement, and coordination of practitioner-community activities.

    Key Responsibilities

    • Requirements and intake: Support structured intake and requirements gathering. Partner with stakeholders to clarify business needs, document workflows, and translate requirements into actionable user stories and acceptance criteria.
    • Product operations and process execution: Maintain repeatable product and operational processes that support consistent intake, planning, governance, delivery, and user onboarding. Document workflows and recommend practical process improvements based on delivery data and stakeholder feedback.
    • Feature rollout support: Coordinate assigned activities for new feature and platform rollouts, including readiness tracking, communications, training materials, user onboarding, and feedback collection.
    • Delivery coordination: Support backlog refinement, prioritization, planning, dependency tracking, and follow-through across products, engineering, architecture, analytics, and governance teams. Maintain accurate product artifacts, decisions, risks, and status updates in JIRA and Confluence.
    • Metrics and platform health reporting: Track and report platform and delivery metrics, including request volume, cycle time, provisioning efficiency, adoption, progress, reliability, and outcomes. Use data to identify trends, bottlenecks, and improvement opportunities.
    • Stakeholder engagement and adoption: Build effective working relationships with business and technical partners. Facilitate discussions, communicate progress and risks, support onboarding, and gather user feedback to improve adoption and platform experience.
    • Community of Practice & User Engagement: Help coordinate community-of-practice activities, such as office hours, working sessions, knowledge-sharing forums, and reusable guidance. Capture decisions, publish materials.

    What you have

    Required Qualifications

    • 2+ years of experience in product management / product operations / business analysis / platform management, or related discipline.
    • Bachelor's degree in business, Information Systems, Engineering, or a related field, or equivalent professional experience.
    • Experience gathering requirements, documenting workflows, and defining user stories and acceptance criteria.
    • Experience supporting business processes, product delivery activities, operational reporting, or user adoption initiatives.
    • Experience coordinating communications, documentation, training, onboarding, or feedback activities for a feature or process rollout.
    • Basic knowledge of data management concepts, including data quality, data governance, controls, lineage, and data integrity.
    • Experience with Agile delivery practices and tools such as JIRA and Confluence.
    • Strong analytical skills with the ability to use data and metrics to communicate progress and identify improvement opportunities.
    • Strong written and verbal communication skills, with the ability to facilitate meetings and prepare clear stakeholder materials.
    • Proven organizational skills and the ability to manage multiple priorities in a fast-paced environment.

    Preferred Qualifications

    • Experience in tracking and reporting platform or operational metrics, including cycle time, volume, adoption, provisioning efficiency, reliability, or delivery outcomes.
    • Experience supporting enterprise data, analytics, cloud, or AI-enabled platforms.
    • Experience supporting data management and governance activities, including data quality monitoring, metadata management, stewardship, controls, issue remediation, or compliance processes.
    • Experience coordinating feature launches, process rollouts, onboarding, or change enablement activities.
    • Experience building reusable documentation and self-service resources.
    • Working knowledge of data platform concepts, product delivery processes, and operational reporting.
    • Experience in the Financial Services or Technology industry.
    • Strong problem-solving skills and a demonstrated ability to bring structure to ambiguous or evolving work.

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

    About Company

    The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

    The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

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