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Charles Schwab · 2 days ago

Senior Manager, Digital Product Management – AS AI Solutions

US-TX-Westlake

Full-time

Onsite

Senior Level

$150K/yr - $185K/yr

7+ years exp

Charles Schwab is a leading provider of custody, trading, technology, and operational support to registered independent advisory firms. The Senior Manager, Digital Product Management – AS AI Solutions will play a key role in advancing AI capabilities and transforming client experiences by identifying and prioritizing top use cases for AI within the Advisor Services enterprise.

Financial Services

No H1B

Responsibilities

Collaboratively work and facilitate use case working sessions with AS senior leaders rethinking how capabilities are delivered in the Advisor Services enterprise mapping to our strategic objectives

Collaboratively define the AS GenAI platform vision and roadmap for AS Service, AS Sales, AS Risk, and others based on business use case prioritization and scorecard evaluation

Collaboratively be a strong partner at the hip with our Advisor Services Technology team on technical feasibility for our top priority use cases within the AS business

Participate in model validation to ensure continued performance, regulatory alignment, and business value of AS AI tools

Communicate key metrics and risk insights to both technical and non-technical stakeholders, highlighting trends, variance, and business impact

Distill MVPs and iterative deliverables from long-term product visions and goals, focusing on risk and compliance transformation

Champion the near-term product vision, ensuring alignment with Schwab’s strategic goals and regulatory requirements

Rigorously and dynamically prioritize the AS AI solutions product roadmap, ensuring the identified development team(s) is creating value with each iterative delivery

Qualification

Generative AI technologyProduct development experienceSoftware engineering collaborationB2B applications experienceModel validationCuriosityHumilityFacilitation skillsCommunication skillsOrganizational skillsSelf-starter

Required

BA/BS degree

7-10+ years of professional Software and/or Product development experience

5+ years of direct product experience

3+ years of experience working closely with software engineers

Demonstrable understanding of generative AI technology, architecture, and terminology including LLMs, RAG, system prompts, agentic, etc

Experience using/building generative AI solutions, ideally in B2B applications and use cases

Excellent facilitation skills

Ability to reason about systems, tradeoffs, and failure modes

Ability to break ambiguous problems into clear, testable components

Demonstrate judgment when balancing innovation vs. risk

Ability to explain complex ideas clearly to non‑experts

Rapid self‑learning in unfamiliar domains

History of picking up new tools, frameworks, or fields quickly

Curiosity and intellectual humility

Preferred

MBA, B.S. Computer Science and/or other field related to AI

Professional experience in engineering, data science, advisor services business

Experience building Agentic workflows (e.g., with Copilot Studio, Vertex AI Agent builder etc.)

Outstanding verbal and written communication skills with demonstrated ability to communicate effectively with all levels of the organization

Familiarity with financial services and the regulations that apply to the industry

Strong business influence skills

Ability to distill strategy, analytics and varied sets of input to drive decisions across stakeholder communities

Building credibility with peers and key stakeholders (at all levels of the organization) to be able to drive action. Ability to develop multiple solutions to the same problem and identify the common failure modes associated with each

Passion for identifying user pain points, generating ideas to relieve them, and acting swiftly to test potential solutions

Self-starter with outstanding organizational skills, attention to detail, and desire to continually reevaluate existing products and processes

Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic

Curiosity to continually learn and keep up to date with the latest GenAI capabilities

A strong track record of performance