Sr. Product Manager, Digital Platform Solutions

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Charles Schwab & Co., Inc.
Full Time
Work from home not available Travel not required

Job Description

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client?s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ?own your tomorrow? every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Relationship Solutions Group defines the representative experience and oversees the management of Schwab?s electronic channels and internal platforms used by Schwab service representatives and financial consultants. The group is responsible for providing tools, solutions and experiences that enable clients to achieve their financial objectives, while supporting the strategic growth of the firm. The group supports all of Schwab?s business enterprises and works with a wide range of internal stakeholders including technology, sales and service, strategy and marketing.

The Digital Rep Solutions organization is responsible for the Sales, Service, Wealth Management and Supervision platforms and capabilities that support the client facing teams that serve Schwab clients. Our mission is to modernize and transform the digital rep experience to champion more client?s goals with passion and integrity.

We are seeking a Senior Product Manager level resource to fill the Product Manager role for Digital Platform Solutions collaboration capabilities. The Product Manager will actively partner with business, technology and enterprise platform partners to develop and execute a strategy and roadmap for Investor Services and other lines of business.

What you?ll do:

The Digital Platform Solutions Sr. Product Manager will manage cross enterprise collaboration solutions that support financial services professionals. You will have 4 primary responsibilities:

  1. Create and communicate vision and roadmap: Partner with a cross functional team including Investor Services, Advisor Services, external vendors, and technology to define and socialize vision including an actionable near and long term roadmap.
  2. Execute: Prioritize requirements to deliver new capabilities that drive efficiencies to the client facing organization.
  3. Support the existing collaboration platforms: Evaluate user metrics and feedback to drive adoption, identify gaps, and implement enhancements.
  4. Strategy: Evaluate current market trends, vendor solutions, and emerging technology to identify opportunities for transformation of the financial service professionals? experience.

What you have:

  • 7+ years of experience in financial services, wealth management, and/or retirement product/strategy/planning functions
  • Minimum of 4 years? experience managing and implementing products to client facing organizations
  • Skill at operating at both strategic and tactical levels, including proven experience managing products and vendor relationships
  • A client-centric focus ? keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients
  • Exceptional written and verbal communication skills, including ability to succinctly synthesize data, develop recommendations, create presentations and present to management
  • Comfort with ambiguity with an ability to learn quickly and thrive in a complex, dynamic environment
  • Ability to gather inputs from a wide variety of perspectives and make informed decisions; willingness to stand by decisions of the team;  demonstrated transparency and decisiveness
  • Ability to develop and convey the product vision and roadmap of the Product/Platform to business stakeholders
  • Results driven, highly motivated self-starter who possesses integrity and a strong work ethic
  • Experience with the Agile methodology
  • Experience with Salesforce is a plus 

What you?ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life


Learn more about Life@Schwab.


Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.


Job Specifications
Relocation Offered?:No
Work Schedule:Days
Languages:English - spoken
Current Licenses / Certifications:None
Relevant Work Experience:Financial Services-2-5 yrs, Product Development-6+ yrs
Position Located In:CO - Lone Tree
Education:BA/BS
Job Type:Full Time

Category:Product Development
Activation Date: Monday, February 4, 2019
Expiration Date: Monday, April 1, 2019
Apply Here


Company Information

At Schwab, we inspire the driven; individuals who want to take ownership of their career and their future. You are appreciated for your work, respected for your unique strengths and rewarded for the possibilities you create for our clients. Working in Schwab Technology is not just a job; it's an opportunity to do the best work of your life. This team drives Schwab's mission to harness the power of data to deliver the next gen client experience. They relentlessly pursue simplification and modernization, laying the foundation for the digital enterprise. They act boldly together to provide security for our clients and enterprise, safeguarding client trust all while delivering on their core commitments to availability, capacity and project execution with excellence and efficiency. If you are looking to be challenged with projects that stretch and grow your abilities, and push you towards further developing your expertise, apply to one of our openings today.
Dice Id : 10228622
Position Id : 20190130-586

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