Charles Schwab · 3 hours ago
Sr Manager, Product Management (Business)
US-TX-Westlake
Full-time
Onsite
Senior Level
$100K/yr - $160K/yr
6+ years expCharles Schwab is a leading provider of workplace financial services, and they are seeking a Senior Manager, Product Management to drive the strategy, development, and implementation of advice solutions within the Retirement Plan Solutions business. This role involves cross-functional collaboration to enhance advice solutions and ensure operational success while managing vendor relationships and overseeing risk management.
Financial Services
Responsibilities
Serve as a subject matter expert for onboarding new advice solutions and ensuring seamless ongoing operations. Develop and maintain operating procedures, and coordinate with internal teams to resolve issues and implement improvements
Drive enhancements to the managed accounts solutions and overall advice strategy. Collaborate with advice providers to evaluate opportunities, define business rules, and translate requirements into actionable business cases. Partner with RPS Digital to develop, test, and measure approved enhancements using KPIs/OKRs
Act as a subject matter expert and collaborate closely with client-facing and conversion teams to support plans that are migrating to an advice service, ensuring a smooth transition and optimal client experience
Conduct product oversight and risk management, including audit support, risk control documentation, due diligence, and remediation implementation
Oversee ongoing vendor relationship, governance, and adherence to service level agreements (SLAs). Facilitate contract renewals, updates, invoicing and reporting
Build strong internal relationships and connect initiatives across multiple groups to serve client needs
Qualification
Required
Minimum 6 years' experience in product management or business strategy
Deep expertise in financial services, managed accounts, and financial planning solutions; regulatory knowledge is a plus
Proven ability to manage multiple initiatives concurrently, with strong communication, coordination, and project management skills
Exceptional written and verbal communication skills, including the ability to explain complex topics, develop recommendations, manage spreadsheets/pivot tables, and create presentations for management
Preferred
Bachelor's degree preferred
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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