Charles Schwab · 2 hours ago
Sr. Manager, Product Owner – Digital and Alternative Assets
Westlake, TX
Full-time
Hybrid
Senior Level
5+ years expCharles Schwab is a leading financial services company empowering clients through innovative solutions. The Senior Manager - Product Owner will lead the vision, strategy, and delivery of digital and alternative asset portfolio management capabilities, ensuring alignment with organizational goals and enhancing client experiences.
Financial Services
Responsibilities
Shape and communicate a clear platform strategy and roadmap, ensuring alignment with organizational goals and the evolving needs of digital and other alternative asset class strategies
Translate platform vision into a prioritized Product Backlog, guiding Agile teams to deliver features that advance investment portfolio management capabilities
Clearly express backlog items and acceptance criteria, balancing new features, defect resolution, and production support
Make trade-offs between competing priorities to maximize value delivered to stakeholders
Engage with portfolio managers, traders, business partners, technologists, and vendors to prioritize platform enhancements that directly impact portfolio management outcomes, ensuring transparency and alignment with business objectives
Collaborate with technology teams and external vendors to implement scalable, secure, and high-performance platforms that support complex digital asset portfolio management and trading needs
Collaborate with other Product Owners to resolve dependencies and ensure seamless integration across teams and systems, addressing any cross-functional implications of new features and enhancements
Lead Agile teams in delivering incremental product value through effective backlog management and active participation in Scrum events
Facilitate backlog refinement and ensure the team understands product strategy and priorities
Participate in all Agile events and collaborate daily with the team
Qualification
Required
5+ years in financial services, including domain knowledge in investment portfolio management as a product owner/manager collaborating with technology teams and business partners
2+ years working with platforms in the digital asset/crypto and alternative investment ecosystem
Familiar with cloud platforms, vendor solutions in the alternatives space, and modern development practices
Undergraduate degree required; advanced certification (e.g. CFA, FRM) and/or graduate degree in business, finance, quantitative disciplines, or related fields preferred
Preferred
Experience in blockchain, distributed ledger technologies, and tokenization, including legal and regulatory matters
Experience launching and supporting digital and alternative investment platforms for ETF and index fund strategies
Experience supporting platforms in alternative asset classes such as private equity, private credit, commodities and real estate
Proven experience managing vendor relationships and integrating third-party solutions
Passionate about creating and enhancing tools for digital asset and blockchain workflows and knowledge-sharing in investment teams
Growth mindset and commitment to continual learning and self-improvement
Strong communicator and effective stakeholder manager
Curious, empathetic, and driven to deliver impactful solutions for digital asset investment strategies and client needs
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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