Charles Schwab · 1 day ago
Sr Manager, Digital Product Manager
Westlake, TX
Full-time
Hybrid
Senior Level
5+ years expCharles Schwab is a leader in providing custody, trading, technology, and practice management services to independent advisory firms. The Sr. Digital Product Manager will develop product roadmaps and business requirements, oversee new product development, and collaborate with various stakeholders to enhance digital offerings for advisors.
Financial Services
Responsibilities
Deeply understand Schwab Advisor Center’s current technology offerings and the new opportunities Schwab is pursuing in creating these offerings
Transform early, high-level concepts for new product offerings and translate them into digital experiences that will resonate with advisors and align with Schwab’s strategic priorities
Develop relationships with key business stakeholders; regularly collaborate with SMEs and key partners to ensure holistic product design and go-to-market planning to support the new features, including but not limited to marketing plans, operations support, and service model
Drive performance and insights by establishing key metrics, analyzing data, and providing actionable insights to senior leadership for decision-making
Partner with delivery teams to drive enhancements and adoption of the suite of Advisor Services’ wealth management platforms
Qualification
Required
Bachelor's degree
5+ years of financial services experience, designing and/or building digital products
Strong bias for action; ability to self-start and develop plans from an initial direction
Proactive relationship-building and collaboration skills to partner effectively with SMEs and project contributors
Strong storytelling ability: Curate illustrative content that supports productive meetings, summarize complex issues, and drive decision-making. Effectively communicate in meetings with senior executives. Ability to facilitate collaboration sessions virtually or in person with peers and partners
Strong project management skills: Ability to develop project plans and manage various contributors and stakeholders to be accountable to the plan
Curiosity and drive to learn about the RIA industry, Schwab's offerings, and other groups the team works with
Ability to gather and coalesce ideas from various sources
Preferred
RIA industry experience
Experience working with external partners and vendors
Experience designing and supporting go-to-market activities and product activation through service and operational channels
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
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
Recent News
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2025-09-28
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