Your Opportunity At Schwab, you’ll have the opportunity to shape digital experiences that help transform how independent advisors serve their clients. The Advisor Services division supports registered investment advisors…
Skills: Digital product management, Product discovery, Agile methodologies, User stories, Product roadmaps
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We …
Your Opportunity At Schwab, you’re empowered to make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized, high-quality client…
Skills: Client relationship management, Customer service, Attention to detail, Active listening, Communication
Your Opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, ch…
Skills: Client relationship management, Financial services, Active listening, Communication, Attention to detail
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. T…
Skills: Business architecture, Agile methodology, Requirements gathering, Process mapping, System interaction diagrams
Your Opportunity The Senior Specialist – Digital Content supports the day-to-day execution of SchwabNetwork’s digital publishing and distribution workflows across owned and partnerplatforms. This role is responsible for …
Skills: Digital publishing, Content operations, CMS platforms, YouTube Studio, Podcast distribution
San Francisco, California, United States · On-site
$48/hr–$52/hr
Mid level$18B raised
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. W…
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. A…
Skills: Relationship management, Business development, Sales closing, Financial consulting, Home lending
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. I…
Your Opportunity DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower do…
Skills: BigQuery, SQL, Python, Google Cloud Platform, Oracle
VP, Active Trader Financial Consultant - Omaha, NE
Omaha, Nebraska, United States · On-site
$70k–$90k/yr
Mid level$18B raised
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. W…
VP, Active Trader Financial Consultant - Austin, TX
Austin, Texas, United States · On-site
$75k–$95k/yr
Mid level$18B raised
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. W…
Your Opportunity DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower do…
Skills: Grant processing, Customer service, Data entry, Compliance, Communication
Your Opportunity The Manager, Content Distribution is responsible for executing and delivering SchwabNetwork’s multi-platform content distribution strategy across owned and partner digitalchannels. This role manages the …
Skills: Content distribution, Digital publishing, YouTube, SEO, Metadata management
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We …
Skills: Data Engineering, SQL, Python, Data Architecture, Data Modeling
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. W…
Skills: Engineering leadership, Cloud modernization, GenAI, Distributed data platforms, NoSQL
San Francisco, California, United States · On-site
$57/hr–$79/hr
Senior$18B raised
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. W…
Skills: Python, Generative AI, Large Language Models, RAG, Prompt Engineering
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We …
Director, Software Development & Engineering Senior (PL)
Westlake, Texas, United States · On-site
$140k–$310k/yr
Senior+$18B raised
Your Opportunity Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance indus…
Your Opportunity At Schwab, you’re empowered to make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized, high-quality client…
Skills: Client relationship management, Customer service, Attention to detail, Active listening, Communication
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$129k–$200k/yr
Full-time
bachelor degree
Bonus opportunities, Incentive opportunities
Posted 1d ago
Apply by Aug 16
~40 hrs/week
Responsibilities
Lead the discovery, design, and delivery of digital solutions for the Schwab Advisor Center platform to improve advisor workflows. Collaborate with engineering, UX, and cross-functional teams to prioritize product roadmaps and drive business value.
Requirements
Requires at least 5 years of experience in digital product management and a bachelor's degree. Candidates must demonstrate strong Agile expertise, technical acumen, and the ability to influence stakeholders in a matrixed environment.
Full job description
Your Opportunity
At Schwab, you’ll have the opportunity to shape digital experiences that help transform how independent advisors serve their clients.
The Advisor Services division supports registered investment advisors (RIAs) with custody, trading, technology, and practice management tools. Within this organization, the Advisor Core Digital Solutions team leads digital product development and technology strategy for Schwab Advisor Center (SAC), third-party API offerings, and internal advisor platforms.
We are seeking a Senior Digital Product Manager to join the SAC Client Experience team. In this role, you will lead the discovery, design, and delivery of digital solutions that improve the experience advisors have on the Schwab Advisor Center platform. You will work closely with engineering, user experience, operations, risk, compliance, and business stakeholders to bring impactful products and enhancements to market.
This is an excellent opportunity for a product leader who enjoys solving complex problems, influencing strategy, and delivering innovative digital experiences. You will play a key role in defining product priorities, driving execution, and helping advisors work more efficiently so they can better serve their clients.
What You'll Do
Lead product discovery efforts to identify customer needs, define business problems, and translate opportunities into actionable product requirements, user stories, and acceptance criteria.
Partner with engineering and UX teams to design, build, and launch intuitive digital experiences that improve advisor workflows and satisfaction.
Prioritize product roadmaps and high-impact initiatives, ensuring development teams remain focused on delivering the greatest business value.
Collaborate across product, operations, risk, legal, compliance, and go-to-market teams to deliver scalable, compliant, and client-centered solutions.
Use customer insights, usability research, data analysis, and industry trends to identify opportunities for innovation and continuous improvement.
Support Agile delivery practices, including planning, refinement, reviews, and continuous improvement activities.
Drive issue resolution and product enhancements through root cause analysis, cross-functional collaboration, and ongoing optimization efforts.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s).
Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.
What you have
Required Qualifications:
5+ years of experience in digital product management, product development, or a related discipline.
Bachelor's degree
Demonstrated ability to lead product initiatives from discovery through delivery and adoption.
Strong understanding of Agile product development methodologies, including experience writing user stories, defining acceptance criteria, and partnering with scrum teams.
Experience evaluating customer needs, analyzing data, and translating insights into product solutions.
AI-first product mindset, with an interest in applying generative AI and intelligent automation capabilities to improve user experiences and business outcomes.
Strong technology acumen with an understanding of software development lifecycles, digital platforms, and product delivery processes.
Proven ability to manage multiple priorities and drive alignment across diverse stakeholder groups.
Excellent written, verbal, and presentation skills, including the ability to communicate effectively with technical and non-technical audiences.
Strong analytical, problem-solving, and decision-making capabilities.
Demonstrated success building relationships and influencing cross-functional teams in a matrixed environment.
Ability to navigate ambiguity, exercise sound judgment, and deliver results in a fast-paced environment.
Preferred Qualifications:
Financial Services industry experience
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Related keywords
Digital Product ManagementSchwab Advisor CenterAgileUser StoriesProduct RoadmapGenerative AIIntelligent AutomationSoftware Development LifecycleFinancial ServicesUXData AnalysisStakeholder ManagementAPIProduct DiscoveryComplianceRisk Management
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.
Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.
Social Media Disclosures: https://www.aboutschwab.com/social-media
(#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
BrokerageBankingFinancial ConsultingFinancial Products and ServicesPortfolio ManagementAdvisor ServicesRetirement Plan ServicesSpecialty Brokerage Servicesand Mutual Fund Clearing ServicesFinance
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.
Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.
Social Media Disclosures: https://www.aboutschwab.com/social-media
(#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
BrokerageBankingFinancial ConsultingFinancial Products and ServicesPortfolio ManagementAdvisor ServicesRetirement Plan ServicesSpecialty Brokerage Servicesand Mutual Fund Clearing ServicesFinance