Austin - TX, AUS1, 2309 Gracy Farms Lane, 78758
Michelle Laura Rocke
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.
Charles Schwab's Digital Advice Product Management team is responsible for defining, delivering, and managing the lifecycle of our automated and digital advice products and platforms. We work, think and approach problems differently than your traditional financial services firm, and we drive to change both how Schwab operates and how the industry serves investors. In this role, you will identify new opportunities to integrate scalable advice capabilities across Schwab’s client and consultant experiences in an effort to dramatically change the way Schwab delivers advice at large scale. You will be responsible for creating an integrated product platform strategy, build and manage a product roadmap and oversee the team of product owners who will oversee implementation of the product roadmap.
What you’ll do:
The Senior Team Manager acts as a leader and will work cross-functionally with senior leaders from other Schwab business units, Technology, Legal, Compliance and UX Design teams. The candidate will ensure new methods for connecting our internal and client-facing experiences together with our new advice and financial planning capabilities are both represented broadly and designed and implemented through a data-based methodology.
This role requires the passion to understand complex partnerships, build long-term relationships across the organization and negotiate creative solutions to deliver advice at scale large scale.
In addition, this role is responsible for identifying and evaluating how centralized Schwab services and technologies can be integrated with our new Digital Advice platform, extending our digital platform to better meet the needs of our clients and consultants, across the financial spectrum. The capabilities in this area will help form the basis of how the firm meets our clients evolving needs in the long-run.
Efforts are broad in scope and require creativity and world-class strategic thinking, as well as strong product management and leadership skills. The successful candidate must be energetic and enthusiastic about innovation and also have experience with financial services. They will be self-motivated, results oriented and able to independently lead major strategic initiatives. Strong client-focus is a must.
Senior Team Managers interact with senior members of Schwab’s leadership team and executive partners within the business units. Projects are focused on driving growth and operating leverage for Schwab, while delivering great experiences and better outcomes for investors and advisors. In this role, you will be part of an organization leading Schwab’s digital transformation in the fast-paced digital landscape of financial services. You will have the opportunity to apply your strong critical thinking skills and aptitude to become expert in understanding the needs of individual investor, advisors, and advisor clients and defining best-in-class digital experiences to address these needs.
What you have:
What you’ll get:
Learn more about Life@Schwab.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.) Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.
If you need an accommodation in the application process, please email firstname.lastname@example.org or call HR Direct at 800-725-3535.
|Languages:||English - spoken|
|Current Licenses / Certifications:||None|
|Relevant Work Experience:||IT-Management/Technical Project Mgmt-2-5 yrs|
|Position Located In:||TX - Austin|
|Job Type:||Full Time|