Sr Digital Product Manager (Rep-Assisted Relationships)
About The Position
Charles Schwab Digital Retail is responsible for delivering innovative, best-in-class solutions that simplify and enhance the client experience. We are deeply focused on solving customer needs and enabling seamless interactions across digital and rep-assisted channels. We are seeking a Product Manager for the Digital Envelope product team, supporting the broader Rep-Assisted Relationships space. This role is responsible for delivering intuitive, compliant, and scalable front-end experiences that enable representatives and clients to efficiently complete document and workflow-driven processes. You will serve as the product owner for a front-end scrum team, partnering closely with design, engineering, and business stakeholders to define, prioritize, and deliver high-impact features. This role is highly execution-focused, requiring strong collaboration, clear decision-making, and a relentless focus on user experience and business outcomes.
Requirements
- Bachelor’s degree in Business, Engineering, Computer Science, or related field
- 4–7 years of experience in digital product management or product ownership
- Documented experience working as a Product Owner in an Agile scrum environment, particularly with front-end teams
- Strong ability to translate business needs into product requirements and user stories
- Proven experience managing product backlogs and prioritization
- Excellent communication and stakeholder management skills
- Ability to work effectively in a cross-functional team (product, design, engineering, operations)
- Strong organizational skills and ability to manage multiple priorities
Nice To Haves
- Experience supporting rep-assisted or service-driven experiences
- Familiarity with financial services and regulatory environments
Responsibilities
- Own the Digital Envelope product roadmap and backlog, ensuring alignment to business priorities and client/rep experience goals
- Act as Product Owner for a dedicated front-end scrum team, driving sprint planning, backlog grooming, and execution
- Translate business requirements into clear user stories, acceptance criteria, and prioritized work
- Partner with engineering and design to deliver high-quality, scalable front-end solutions
- Design and optimize rep-assisted workflows, ensuring a seamless experience across digital and advisor/rep touchpoints
- Partner with stakeholders across service, operations, and compliance to ensure solutions meet business and regulatory needs
- Focus on improving speed, accuracy, and ease-of-use for both internal users and clients
- Drive the evolution of the Digital Envelope experience, including document workflows, client interaction flows, and digital completion journeys
- Identify opportunities to simplify and modernize document-driven processes
- Ensure tight integration with upstream and downstream systems impacting the client journey
- Collaborate with UX research and analytics to understand user pain points and behavior
- Engage directly with internal users (reps, service teams) to validate solutions and gather feedback
- Communicate product priorities, progress, and outcomes clearly to stakeholders
- Track performance using metrics and user feedback to continuously improve the product
- Identify and remove blockers to keep the scrum team moving efficiently
- Support release planning, testing, and go-to-market readiness
Benefits
- bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
