Charles Schwab
Sr. Product Manager, Wealth Management
Charles Schwab, Phoenix, Arizona, United States, 85003
Overview
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Sr. Product Manager, Wealth Management
role at
Charles Schwab Your opportunity: At Schwab, you are 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 onsite in one of the specified locations. Schwab’s Wealth Management Products & Platforms team is seeking a Senior Product Manager to be responsible for developing and implementing new digital user experiences and data integrations to support our digital advice platforms. The Product Manager will coordinate with cross-functional business partners including Agile Scrum teams and will oversee the implementation of a product roadmap that will enhance Schwab’s advised and managed investing offerings. Members of the team who are highly successful demonstrate the ability to manage the product lifecycle, think creatively, develop recommendations that are data driven/fact-based, deliver results in a matrixed organization and have the flexibility and maturity to handle various situations. This role is for individuals with a bias for action and who are detail oriented. Key Responsibilities for this role include: Develop and implement Schwab’s scalable and automated Portfolio Transition Capability in partnership with Schwab Asset Management, Technology, Offer and Legal & Compliance Collaborating with other Product Managers in Digital Wealth Platforms and technology leads and architects Build a product roadmap to articulate and drive the priorities Create a release plan in coordination with the scrum team and other lines of business Manage development efforts and technology scrum teams: writing user stories, refining the backlog, and working with other teams Define test plans and acceptance criteria and oversee end to end testing Provide timely and proactive production support to users
What you have
Required Qualifications 5-7 years of product management / product development within financial services Experience implementing digital experiences using Agile development practices leading multiple teams as Product Manager Preferred Qualifications Experience with Wealth Management is preferred Self-starter with strong organizational and creative problem-solving skills A positive attitude, solid work ethic, and excellent communication and interpersonal skills Ability to make decisions and progress in the face of ambiguous and at times overlapping priorities High level of comfort with technology Knowledge of Schwab products, services and support systems is a plus Bachelor and post graduate degrees are a plus
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Product Management and Marketing
Referrals increase your chances of interviewing at Charles Schwab by 2x
Get notified about new Senior Manager of Product Management jobs in
Phoenix, AZ .
Scottsdale, AZ $188,000.00-$323,950.00 4 weeks ago
Relevant related roles in the area are listed below for reference.
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Join to apply for the
Sr. Product Manager, Wealth Management
role at
Charles Schwab Your opportunity: At Schwab, you are 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 onsite in one of the specified locations. Schwab’s Wealth Management Products & Platforms team is seeking a Senior Product Manager to be responsible for developing and implementing new digital user experiences and data integrations to support our digital advice platforms. The Product Manager will coordinate with cross-functional business partners including Agile Scrum teams and will oversee the implementation of a product roadmap that will enhance Schwab’s advised and managed investing offerings. Members of the team who are highly successful demonstrate the ability to manage the product lifecycle, think creatively, develop recommendations that are data driven/fact-based, deliver results in a matrixed organization and have the flexibility and maturity to handle various situations. This role is for individuals with a bias for action and who are detail oriented. Key Responsibilities for this role include: Develop and implement Schwab’s scalable and automated Portfolio Transition Capability in partnership with Schwab Asset Management, Technology, Offer and Legal & Compliance Collaborating with other Product Managers in Digital Wealth Platforms and technology leads and architects Build a product roadmap to articulate and drive the priorities Create a release plan in coordination with the scrum team and other lines of business Manage development efforts and technology scrum teams: writing user stories, refining the backlog, and working with other teams Define test plans and acceptance criteria and oversee end to end testing Provide timely and proactive production support to users
What you have
Required Qualifications 5-7 years of product management / product development within financial services Experience implementing digital experiences using Agile development practices leading multiple teams as Product Manager Preferred Qualifications Experience with Wealth Management is preferred Self-starter with strong organizational and creative problem-solving skills A positive attitude, solid work ethic, and excellent communication and interpersonal skills Ability to make decisions and progress in the face of ambiguous and at times overlapping priorities High level of comfort with technology Knowledge of Schwab products, services and support systems is a plus Bachelor and post graduate degrees are a plus
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Product Management and Marketing
Referrals increase your chances of interviewing at Charles Schwab by 2x
Get notified about new Senior Manager of Product Management jobs in
Phoenix, AZ .
Scottsdale, AZ $188,000.00-$323,950.00 4 weeks ago
Relevant related roles in the area are listed below for reference.
#J-18808-Ljbffr