Senior Digital Product Manager

The Charles Schwab Corp

Raleigh, NC

JOB DETAILS
SKILLS
Agile Programming Methodologies, Analysis Skills, Communication Skills, Cross-Functional, Customer Relations, Customer/Client Research, Emerging Technology, Finance, Financial Planning, Financial Services, Financial Systems, Investment Management, Leadership, Legal, Market Trend Analysis, Marketing, Multitasking, Needs Assessment, Negotiation Skills, Organizational Skills, Persuasion Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Product Management, Product Support, Project Tracking, Sales Prospecting, Salesforce.com, Strategic Planning, Team Lead/Manager, User Experience Design (UXD), User Interface/Experience (UI/UX), Wealth Management
LOCATION
Raleigh, NC
POSTED
29 days ago

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.

Charles Schwab''s Digital Wealth and Advisor Platforms team is responsible for defining, delivering, and managing digital wealth management product experiences that result in better outcomes for investors. We work, think and approach problems differently than traditional financial services firm, and we drive change both in how Schwab operates and how the industry serves investors. In this role, you will identify new opportunities to integrate advice across Schwab's client and advisor experiences to dramatically change the way Schwab delivers advice at large scale.

The Senior Digital Product Manager (individual contributor) is responsible for supporting digital product experiences for Schwab's largest wealth management offer. Your responsibilities include identifying and evaluating our wealth management capabilities and services, user needs, current market trends, vendor solutions, and emerging technology to identify opportunities for transformation of the advice delivery experience. The capabilities in this area will help form the basis of how the firm evolves in the wealth management space to help our clients reach their financial goals.

This individual must have a passion for the client and user experience, and the ability to balance tight timelines, multiple priorities, and risks to make decisions and optimize outcomes. They must collaborate effectively with business and technology partners and be able to coordinate across functional teams and enterprises to deliver platform changes.

What you are good at

The Senior Product Manager acts as a leader and works cross-functionally with leaders and executive partners from other Schwab business units, Technology, Legal, Compliance, and User Experience Design teams. They implement new methods for connecting our internal and external advice capabilities with our Clients and internal users focused on driving outcomes through a data-based methodology.

In this role, you will be part of an organization leading Schwab's digital transformation in the fast-paced digital landscape of financial services. You will have the opportunity to apply your strong critical thinking skills and aptitude to become expert in understanding the needs of clients and advisors and defining best-in-class digital experiences to address these needs.

This role requires a general understanding of the financial services and the wealth management landscape, the ability to navigate complex partnerships, build long-term relationships across the organization, and negotiate creative solutions to deliver advice at scale large scale.

Efforts are broad in scope and require creativity and world-class strategic thinking, as well as strong product management and leadership skills. The successful candidate must be energetic and enthusiastic about innovation and a passion for translating user feedback into technology solutions that meet the strategic objectives of the firm. They will be self-motivated, results oriented and able to independently lead major strategic initiatives. Strong client-focus is a must.

What you have

Required Qualifications

  • 8+ years of experience in Product Management
  • Proven track record of building complex relationships and partnerships that generate high value
  • Curiosity, a can-do attitude, and the ability to learn quickly and thrive in a complex, dynamic environment
  • Self-starter with outstanding organizational skills and ability to track multiple project deliverables with minimal direction
  • Strong analytical and creative problem-solving skills
  • Ability to make decisions and progress in the face of ambiguous and at times overlapping priorities, i.e., Managing to fixed scope and date scenarios
  • Highly developed communication and presentations skills with a superior ability to effectively communicate and present complex concepts and issues to leadership teams in a highly compelling, persuasive, fact-based manner
  • Highly skilled at working cross functionally with technology, service, marketing and product teams to create, implement and evolve our reporting solutions offering tangible, measureable client results
  • Strong digital product management skills including experience with design thinking and client journeys
  • Documented experience in Agile development practices leading multiple teams as Product Owner
  • A background in financial services

Preferred Qualifications

  • Bachelor and post graduate degrees
  • Experience with investment management and/or financial planning systems and software
  • Experience with Salesforce

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

About the Company

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The Charles Schwab Corp

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.
COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Security and Surveillance
FOUNDED
1971
WEBSITE
http://www.aboutschwab.com/careers