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.
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 Senior Digital Product Manager (individual contributor) to join the Move Money team, which delivers digital payment capabilities on the Schwab Advisor Center (SAC) platform. This role will lead a scrum team focused on building new transaction solutions for advisors and requires strong end to end planning and execution skills to successfully bring new features to market.
What you’ll do:
• Lead product discovery and requirements definition, driving production ready epics, user stories, acceptance criteria, and refinement artifacts
• Support usability research, design reviews, workflow simplification, and digital adoption initiatives
• Partner with UX to define intuitive, consistent SAC experiences aligned with enterprise design patterns
• Partner with GTM teams to support advisor readiness, change management, training materials, early access programs, and communications
• Prioritize high impact work for the engineering team and keep development work on track
• Drive problem solving, accountability, and resolutions in production support situations; recommend future enhancements
• Partner with Risk/Legal/Compliance and Service/Ops to ensure controls are embedded throughout the product lifecycle
• Conduct root cause analysis for production issues and drive corrective action plans
• Build PowerPoint presentations to communicate findings or lay out plans and ideas for stakeholder input and review; persuasive presentation skills
What you have
Required Qualifications:
• 5+ years of experience in a digital product management or product development role
• An agile mindset; expert in agile methodologies for software development (writing user stories, acceptance criteria, facilitating scrum activities)
• 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
• 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.
• 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 Qualifications:
• Natural curiosity and a continuous learning attitude
• Financial services industry experience