Charles Schwab · 5 hours ago
Sr. Manager, Product Owner – Retirement Services (API)
US-TX-Austin
Full-time
Onsite
Senior Level
$104K/yr - $230K/yrCharles Schwab is a financial services company committed to empowering clients through innovative solutions. They are seeking a Senior Manager, Product Owner for the Retirement Services Digital team, responsible for modernizing recordkeeping systems and enhancing digital offerings for clients. The role involves leading cross-functional initiatives, prioritizing product features, and ensuring alignment with business objectives.
Financial Services
Responsibilities
Aid in development and socialization of a strategic roadmap and product plan within the context of competitor’s offerings, critical client needs, pain points and business impact
Review and analyze relevant client and market information
Gather feedback from internal users
Lead discussions with business stakeholders and technology partners to identify initial MVP and subsequent releases. As the Product Owner, you should bring recommendations to these discussions for feedback
Prioritize future initiatives based on feasibility, market, client, regulatory and financial impact
Socialize product roadmap plan among key stakeholders and strive to ensure continuous alignment of business teams
Act as the Product Owner for the Scrum team(s) that develop product solutions
Develop, adapt, and convey the product vision to your Scrum team(s)
Conduct product release planning sessions with the Scrum team
Write user stories utilizing Behavior Driven Development techniques
Identify and document all use-cases/user scenarios. The Product Owner is accountable for identifying and documenting all needed use cases and scenarios. They should collaborate with business partners and other SMEs as needed
Split user stories that are too big and/or oversee this activity
Specify the acceptance criteria for each user story
Responsible for ordering and grooming the product backlog continuously by being a direct participant in the Scrum team’s backlog grooming session
Responsible for deciding what to develop, as well as what not to develop, through direct participation in Sprint planning activities
Provide feedback to the development team during the Daily Scrum
Participate in the Scrum team’s Sprint Review
Accept the completion of user stories as they are demonstrated by the Scrum team
Identify, document, and validate product success criteria (KPIs)
Daily responsibilities might include communication of ongoing risks, scope trade-offs, timeline impacts and budget impacts to stakeholders to ensure alignment
May support the business implementation process for the new and/or enhanced product
Collaborate with business partners to identify impacted business teams and processes
May lead efforts to ensure that the operating infrastructure supporting the product is organized, documented, and deployed
May ensure that training and support resources are provided to frontline staff as appropriate
Maintain products to ensure ongoing client satisfaction and continued achievement of business goals and objectives. May be responsible for some or all the following:
In partnership with technology, establish service level agreements that address product scale, availability, and performance standards
Obtain client and key stakeholder feedback on enhancements and defects. Manage the process for prioritizing these to maximize business benefit
Set digital OKRs for the overall initiative and for each rollout phase - the OKRs should align with and support the business OKRs
Ensure metrics and reporting can be maintained ongoing to support the reporting of OKRs and supporting metrics
May create adobe reports to support reporting needs
May collaborate with data and reporting teams to ensure more complex reporting needs are supported
As phases are rolled out and turned on in production, track OKRs and provide updates to stakeholders
For efforts that span multiple teams, you may need to coordinate the involved teams and ensure work is moving forward timely. This may include:
Sequencing the high-level buckets of work that need to be completed and documenting key milestones via a timeline
Creating journey maps for the end-to-end experience
Working with impacted teams/POs to identify dependencies across the impacted teams
Leading coordination meetings that bring all impacted teams together to discuss status and roadblocks
Coordinating the E2E testing effort across the impacted teams, ensuring teams are executing the test cases on schedule and escalating issues as needed
Providing regular status updates to business, technology, and digital stakeholders. Updates should include the progress of the initiative compared to the plan, any roadblocks, escalations, decisions needed, any scope/prioritization changes, etc
Qualification
Required
Detailed understanding and knowledge of the retirement industry. Ability to utilize that knowledge to inform product roadmaps and write user stories that capture edge-cases and scenarios
Detailed understanding and knowledge of business operations, processes, and procedures. Ability to utilize that knowledge to inform trade-off decisions, identify edge-cases and scenarios that need to be defined for the scrum team, inform troubleshooting and help identify business workarounds when needed
Ability to gather information from multiple sources (internal and through primary and secondary research) and synthesize them to uncover trends that draw out relevant and actionable conclusions
Be able to conceptualize solutions that leverage current technologies through the understanding of industry trends, internal business drivers and client needs
Translate needs and business imperatives from product vision and roadmaps for use in setting priorities and guiding the work of the Scrum team(s)
Ability to think and act creatively by stepping outside standard convention to identify potential 'out of the box' solutions
Apply management and collaboration skills to orchestrate and maximize the work and deliverables of cross-organization and cross-functional teams assigned to product initiatives
Possess the ability to maintain focus and drive results in all business cycles and environments
Demonstrate adaptability when projects need to deviate from original plans or shift direction based on changing needs and priorities
Be a great listener – Understand the value of listening to client needs and understand the deeper underlying problem that needs to be addressed
Servant Leadership – Able to garner respect from your Scrum team(s), lead and demonstrate value-add principles, and willing and able to get your hands dirty to get the job done
Attitude of transparency – Desire and ability to bring disclosure and transparency to the Scrum team and grow trust between the business and development
Conflict resolution – Able to facilitate discussion of issues, different approaches, alternatives, and effectively resolve them promptly
Fully educated and conversant on the Scrum process according to the Scrum Guide and can apply their understanding in practical terms
A thorough understanding and appreciation for Agile values and principles
Thorough understanding of and proven ability to: Write user stories and acceptance criteria
Split large stories into smaller stories
Groom the backlog
Conduct Release planning
Conduct Sprint planning
Navigate the Sprint review activities
Possess a strong grasp of software development and technology
Preferred
ERISA experience
Prior retirement business and operational experience
Scrum Product Owner certification
Experience in a Scaled Agile framework
Prior experience using Jira and Rally
Company
Charles Schwab
We have plans for every turn you take.
Founded in 1973
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)
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2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
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Jim McGreevy
Senior Project Manager
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