#2025-115461
sments, and execution for advice and wealth management user experiences. The Product Manager will coordinate with cross-enterprise partners fleshing out and driving clear understanding of feasibility, opportunities, and trade-offs. They will create and deliver effective communications for partners, stakeholders, and governance and drive clarity and requirements for Agile development teams.
Members of the team who are highly successful demonstrate the ability to excel in ambiguity, think creatively and expansively, leverage data and information to influence good decision making, excel in effective leadership communications, and deliver results. This role is for individuals with a bias for action and who are detail oriented and have the flexibility and maturity to work well with many partners to identify solutions that will benefit long-term strategies.
What you'll do:
Develop a deep understanding of our users and leverage data in the design of new processes and interactions to enhance the overall user experience
Leverage wealth management experience to design effective user and client journeys
Develop frameworks and drive to decisions on which opportunities to prioritize
Influence leaders and peers through both verbal and written (PowerPoint) communication to gain alignment on key decisions to advance how to serve advisors and clients
Define requirements and facilitate delivery of digital experiences, including working with relevant technology domains; engaging in discussions around trade-offs; and providing feedback to partners designing solutions
Manage development efforts and technology scrum teams: writing user stories, refining the backlog, and working with User Experience designers
What you have
Required Qualifications:
Wealth management experience: You have directly delivered or developed products that supported the delivery of wealth management such as investment and retirement planning.
Structured problem solving: You can bring order to an ambiguous problem, breaking it down into its key components and providing a framework that helps focus our thoughts and energy on what matters most.
Analysis / decision support: You can identify the key pieces of information that we must know to make a decision and can either find answers yourself or identify the partners who will help you get those answers. This includes the ability to structure and execute quantitative analysis, e.g. calculating how much an initiative might cost.
Sequencing work into a series of steps: You can identify where we are on a body of work, our desired destination, and the steps or actions to take to reach that destination.
Planning and executing large & complex projects: You can identify a set of workstreams and deliverables necessary to execute on an overall objective; you can organize these workstreams into an overall program structure with associated timelines, stakeholders, and governance; and you can facilitate the execution of workstreams by working with partners to define the client experience, detail key requirements, and hand the requirements off to the relevant technology domains to execute
Preferred Qualifications:
Strong technical experience with agile methodologies
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future: