Charles Schwab · 22 hours ago
Senior Product Manager- Advisor Services Product Experience
US-FL-Orlando
Full-time
Onsite
Senior Level
$100K/yr - $147K/yr
5+ years expCharles Schwab is a leader in providing custody, trading, technology, and practice management services to independent advisory firms. The Senior Product Manager will focus on enhancing the TAMP program by developing streamlined onboarding processes and serving as a Subject Matter Expert for TAMPs, ensuring alignment with strategic objectives.
Financial Services
Responsibilities
As a member of a team of three senior managers supporting TAMPs and their needs, you’ll directly manage and own the TAMP experience in Advisor Services in conjunction with sales and transition teams
Work collaboratively across multiple stakeholders to develop and deliver a cohesive vision, experience and roadmap for TAMP clients as well as the advisors who use them
Develop a well-informed and trusted point of view on the TAMP experience that can help facilitate the business and product investment planning processes within Advisor Services
As TAMP SME, become an expert in the needs, expectations and pain points of TAMPs and the Advisor Services’ teams supporting them. Assess the competitive environment, industry trends, current strengths and gaps
Maintain an ongoing dialogue with TAMP firms, including onboarding walk throughs, surveys and feedback collecting, and general partnership work
In partnership with our Sales and Service teams, proactively develop ways that these firms’ experiences can be streamlined and/or modernized to work best for them as well as our sales and support teams
Champion and communicate to management and key partners the TAMP platform experience and associated projects, with a focus on managing day-to-day support
Regularly partner with stakeholder teams cross-functionally and cross-enterprise. Key partners include those across Advisor Services, including Sales, Business Development, Service, Strategy, Legal & Compliance, Risk, and Marketing, as well as teams throughout the Schwab organization, including Wealth & Advice Solutions, Schwab Asset Management and Digital Services
Qualification
Required
Extensive experience (5–10+ years) in financial services, with a focus on client experience, product development, and project management
Analytical and problem-solving skills, with the ability to develop actionable recommendations and execution plans
Knowledge of Schwab's TAMP platform and ability to define, present, and create actionable strategies
Ability to shape decisions, develop roadmaps, and lead working groups to resolve issues
Skilled at simplifying complex concepts, synthesizing data, and delivering clear recommendations to stakeholders at all levels
Proven ability to create and leverage internal networks to drive platform initiatives
Demonstrated initiative in gathering insights, understanding business priorities, and driving solutions
Preferred
Familiarity with RIAs, TAMPs, Outsource Agents and/or Managed Accounts 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
Represents job field similar to this job
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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