The Charles Schwab Corp logo

Senior Product Manager - Conversational AI & Digital Support

The Charles Schwab Corp

  • Westlake, TX
  • 2 days ago

    Highlights

    At Charles Schwab, we're redefining how clients interact with digital experiences-using AI, search, and conversational platforms to simplify complex financial decisions. You will partner across product, engineering, data, design, risk, and service teams to deliver experiences that are intuitive, reliable, and high quality.

    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 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.

    At Charles Schwab, we're redefining how clients interact with digital experiences-using AI, search, and conversational platforms to simplify complex financial decisions. You will join a high-impact product team focused on Conversational AI, Enterprise Search, and Digital Support experiences across web and mobile. This includes chat, voice, search, and help content-all unified into a seamless client journey.

    This role sits at the intersection of strategy, execution, and innovation. You will shape the future of AI-powered client experiences while ensuring operational excellence, scalability, and compliance. You will partner across product, engineering, data, design, risk, and service teams to deliver experiences that are intuitive, reliable, and high quality.

    Responsibilities

    Product Strategy & Execution

    • Define and execute product strategy across Conversational AI, Search, and Digital Support experiences
    • Translate strategy into clear PRDs, roadmaps, and prioritized backlogs
    • Maintain a continuous pipeline of delivery-ready work across multiple sprints
    • Balance near-term delivery with long-term platform evolution

    AI Product Development (Modern Capability Required)

    • Drive development of AI-powered experiences including LLM-based, deterministic AI, and hybrid systems
    • Establish and improve AI quality frameworks (evaluation, accuracy, grounding, hallucination mitigation)
    • Partner with risk and compliance to ensure AI safety, governance, and responsible use
    • Leverage experimentation, transcripts, and analytics to continuously improve experiences

    Execution Excellence & Release Management

    • Own end-to-end product lifecycle, including planning, development, testing, release, and post-launch optimization
    • Lead release management practices, including release notes, readiness, and stakeholder communication
    • Ensure strong quality assurance and production stability across features
    • Maintain documentation across product, operational, and system workflows

    Cross-Functional Leadership

    • Lead cross-functional alignment across product, engineering, design, risk, compliance, and operations
    • Influence stakeholders and drive decisions across multiple levels of leadership
    • Champion Agile practices including sprint planning, backlog refinement, and demos

    Executive Communication & Storytelling (Elevated Expectation)

    • Create and deliver executive-ready presentations that clearly communicate strategy, progress, risks, and outcomes
    • Simplify complex AI and technical concepts into clear narratives for leadership audiences
    • Provide consistent visibility into product performance, roadmap, and key decisions

    Hands-on Product & Technical Fluency

    • Demonstrate "vibe coding" and rapid prototyping ability to explore ideas and accelerate delivery
    • Work closely with engineering to define technical approaches, trade-offs, and implementation details
    • Contribute to tool selection and product workflows across the team

    What You Care About

    • Delivering high-quality, intuitive client experiences that solve real problems
    • Building trustworthy AI systems that are safe, compliant, and reliable
    • Driving outcomes over output, with measurable client and business impact
    • Creating clarity across ambiguity and aligning teams around shared goals
    • Developing strong partnerships across product, engineering, and business stakeholders
    • Maintaining operational excellence, system resiliency, and scalable processes
    • Continuously improving through data, experimentation, and client feedback
    • Staying current on emerging trends in AI and digital experiences

    What you have

    Required Qualifications

    Core Product & Leadership Experience

    • 5+ years of digital product management experience
    • Experience delivering complex digital platforms across web and mobile
    • Strong ability to influence stakeholders and drive alignment across organizations
    • Agile experience (Scrum, backlog management, sprint planning)

    AI & Technical Capabilities

    • Experience with conversational AI, search, chatbots, voice, or machine learning-driven products
    • Working knowledge of GenAI, LLMs, and AI system design principles
    • Ability to evaluate and improve AI quality, performance, and safety
    • Comfort working with technical teams on architecture, integrations, and data

    Product Craft & Discipline

    • Strong experience writing product requirement documents (PRDs) and defining clear acceptance criteria
    • Experience with release management, lifecycle ownership, and product operations
    • Ability to translate strategy into actionable roadmaps and execution plans

    Communication & Executive Presence

    • Excellent presentation and storytelling skills, with experience presenting to senior leadership
    • Ability to communicate complex concepts clearly across technical and non-technical audiences
    • Strong written communication and documentation skills

    Preferred Qualifications

    • Strong organizational skills with the ability to manage multiple priorities

    • Self-starter mindset with a bias toward action and continuous improvement

    • Documented "vibe coding" and rapid prototyping experience

    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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