The Charles Schwab Corp logo

Manager, Digital Product Management Move Money

The Charles Schwab Corp

  • Westlake, TX
  • 7 days ago

    Highlights

    The Digital Advisor Solutions team within Advisor Services leads digital product development and B2B technology strategy for our Schwab Advisor Center (SAC) platform, third-party developer API offerings, and internal rep platforms. We are looking for a Manager, Digital Product Management to join the Move Money team, which is responsible for enabling digital payment capabilities on the Schwab Advisor Center (SAC) platform.

    Numbers & Facts

    LocationWestlake, 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 that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. 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 employee 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:

    The Advisor Services division supports registered investment advisors (RIAs) with custody, trading, technology and practice management tools. Schwab is the leading provider of custody services in the RIA marketplace serving approximately 15,000 RIA businesses managing over $4 trillion of assets at Schwab. The Digital Advisor Solutions team within Advisor Services leads digital product development and B2B technology strategy for our Schwab Advisor Center (SAC) platform, third-party developer API offerings, and internal rep platforms.

    We are looking for a Manager, Digital Product Management to join the Move Money team, which is responsible for enabling digital payment capabilities on the Schwab Advisor Center (SAC) platform. In this role, you will lead technology-enablement initiatives, support application stability and platform health, and drive regulatory efforts that align our capabilities with evolving industry standards.

    What you'll do:

    • Lead the development of key tech-enablement initiatives to improve Schwab Advisor platform performance and security.
    • Manage daily scrum activities and write user stories in JIRA.
    • Prioritize high impact work for the engineering team and keep development work on track.
    • Create a release plan in coordination with the scrum team and other lines of business.
    • Perform impact analysis on platform support issues, identify risk and build communication/remediation plan to mitigate risk swiftly.
    • Drive problem solving, accountability, and resolutions in production support situations; recommend future enhancements.
    • Understand and research platform flows and collaborate with QA to address testing requests from other partner teams. Document complex business requirements and test plans in Confluence.
    • Analyze advisor feedback from platform surveys to identify opportunities and manage the Move Money product backlog.
    • Lead design development work with UX partners, content team, and engineering.
    • Build PowerPoint presentations to communicate findings or lay out plans and ideas for stakeholder input and review; persuasive presentation skills.
    • Collaborate with various stakeholders - Engineering, UX, Service, Operations, Product, Risk, Legal, Compliance- to define requirements and drive the execution through proactive communication and follow-up.

    We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s).

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

    What you have

    Required

    • 3-4 years of experience in a technical product management or product development role
    • An agile mindset; expert in agile methodologies for software development (writing user stories, acceptance criteria, facilitating scrum activities)
    • Natural curiosity and a continuous learning attitude
    • Advanced technology acumen, including an understanding of how software products are made, familiarity with architectures, languages, and build cycles.
    • Project management - Able to juggle multiple priorities, drive progress and accountability across multiple stakeholders. Strong self-management to move work forward without prescriptive leadership guidance.
    • Problem-solving & Advanced analytical skills - Ability to collect and analyze information, problem-solve, and make decisions through data.
    • Strong relationship-management skills - Able to foster connections across different parts of the organization to drive a well-rounded implementation strategy

    Preferred

    • Communication and presentation skills - Adept at PowerPoint, good at framing and telling a logical story, strong verbal and written communication - for executive audience, tech partners, operations, etc.

    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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