The Charles Schwab Corp logo

Sr Manager, Digital Product Management

The Charles Schwab Corp

  • Westlake, TX
  • 3 days ago

    Highlights

    Within this organization, the Advisor Core Digital Solutions team leads digital product development and technology strategy for Schwab Advisor Center (SAC), third-party API offerings, and internal advisor platforms. Lead product discovery efforts to identify customer needs, define business problems, and translate opportunities into actionable product requirements, user stories, and acceptance criteria.

    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'll have the opportunity to shape digital experiences that help transform how independent advisors serve their clients.

    The Advisor Services division supports registered investment advisors (RIAs) with custody, trading, technology, and practice management tools. Within this organization, the Advisor Core Digital Solutions team leads digital product development and technology strategy for Schwab Advisor Center (SAC), third-party API offerings, and internal advisor platforms.

    We are seeking a Senior Digital Product Manager to join the SAC Client Experience team. In this role, you will lead the discovery, design, and delivery of digital solutions that improve the experience advisors have on the Schwab Advisor Center platform. You will work closely with engineering, user experience, operations, risk, compliance, and business stakeholders to bring impactful products and enhancements to market.

    This is an excellent opportunity for a product leader who enjoys solving complex problems, influencing strategy, and delivering innovative digital experiences. You will play a key role in defining product priorities, driving execution, and helping advisors work more efficiently so they can better serve their clients.

    What You''ll Do

    • Lead product discovery efforts to identify customer needs, define business problems, and translate opportunities into actionable product requirements, user stories, and acceptance criteria.
    • Partner with engineering and UX teams to design, build, and launch intuitive digital experiences that improve advisor workflows and satisfaction.
    • Prioritize product roadmaps and high-impact initiatives, ensuring development teams remain focused on delivering the greatest business value.
    • Collaborate across product, operations, risk, legal, compliance, and go-to-market teams to deliver scalable, compliant, and client-centered solutions.
    • Use customer insights, usability research, data analysis, and industry trends to identify opportunities for innovation and continuous improvement.
    • Support Agile delivery practices, including planning, refinement, reviews, and continuous improvement activities.
    • Drive issue resolution and product enhancements through root cause analysis, cross-functional collaboration, and ongoing optimization efforts.

    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 Qualifications:

    • 5+ years of experience in digital product management, product development, or a related discipline.
    • Bachelor''s degree
    • Demonstrated ability to lead product initiatives from discovery through delivery and adoption.
    • Strong understanding of Agile product development methodologies, including experience writing user stories, defining acceptance criteria, and partnering with scrum teams.
    • Experience evaluating customer needs, analyzing data, and translating insights into product solutions.
    • AI-first product mindset, with an interest in applying generative AI and intelligent automation capabilities to improve user experiences and business outcomes.
    • Strong technology acumen with an understanding of software development lifecycles, digital platforms, and product delivery processes.
    • Proven ability to manage multiple priorities and drive alignment across diverse stakeholder groups.
    • Excellent written, verbal, and presentation skills, including the ability to communicate effectively with technical and non-technical audiences.
    • Strong analytical, problem-solving, and decision-making capabilities.
    • Demonstrated success building relationships and influencing cross-functional teams in a matrixed environment.
    • Ability to navigate ambiguity, exercise sound judgment, and deliver results in a fast-paced environment.

    Preferred Qualifications:

    • Financial Services industry 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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