Charles Schwab
Senior Product Manager, Wealth Management – Charles Schwab
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Sr. Product Manager, Wealth Management
role at
Charles Schwab
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 oversee the implementation of a product roadmap that will enhance Schwab’s advised and managed investing offerings.
Key Responsibilities
Develop and implement Schwab’s scalable and automated Portfolio Transition Capability in partnership with Schwab Asset Management, Technology, Offer and Legal & Compliance
Collaborate 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
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
Benefits
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
Additional Information 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. 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.
Salary range: $185,600–$319,000. Full‑time, mid‑senior level, Product Management and Marketing. Location: Westlake, TX.
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Sr. Product Manager, Wealth Management
role at
Charles Schwab
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 oversee the implementation of a product roadmap that will enhance Schwab’s advised and managed investing offerings.
Key Responsibilities
Develop and implement Schwab’s scalable and automated Portfolio Transition Capability in partnership with Schwab Asset Management, Technology, Offer and Legal & Compliance
Collaborate 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
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
Benefits
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
Additional Information 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. 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.
Salary range: $185,600–$319,000. Full‑time, mid‑senior level, Product Management and Marketing. Location: Westlake, TX.
#J-18808-Ljbffr