Senior Digital Product Manager (Rep-Assisted Relationships)

Charles Schwab Inc.•Chicago, IL

4d•$105,600 - $172,500•Onsite

About The Position

Charles Schwab Digital Retail is seeking a Product Manager for the Digital Envelope product team, supporting the broader Rep-Assisted Relationships space. The role is responsible for delivering intuitive, compliant, and scalable front-end experiences that help representatives and clients complete document- and workflow-driven processes efficiently. The product manager serves as product owner for a dedicated front-end scrum team and partners with design, engineering, and business stakeholders to define, prioritize, and deliver features. The position is execution-focused, with an emphasis on collaboration, clear decisions, user experience, and business outcomes. The selected candidate is expected to work on site at the specified location(s). Applicants must be authorized to work in the United States full time without employer sponsorship. The role owns the Digital Envelope roadmap and backlog, guides Agile delivery, and develops rep-assisted workflows and document-completion journeys. It also involves coordinating with service, operations, compliance, UX research, analytics, and internal users; tracking product performance; removing delivery blockers; and supporting release planning, testing, and go-to-market readiness.

Requirements

Bachelor’s degree in Business, Engineering, Computer Science, or a related field.
5–7 years of experience in digital product management or product ownership.
Documented experience 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 involving product, design, engineering, and operations.
Strong organizational skills and ability to manage multiple priorities.
Currently authorized to work in the United States on a full-time basis without employer sponsorship.

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, aligning them with business priorities and client and representative experience goals.
Act as Product Owner for a dedicated front-end scrum team, driving sprint planning, backlog grooming, and execution.
Translate business requirements into 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 across digital and advisor/representative touchpoints.
Partner with service, operations, and compliance stakeholders to ensure solutions meet business and regulatory needs.
Improve speed, accuracy, and ease of use for internal users and clients.
Lead 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 integration with upstream and downstream systems that affect the client journey.
Collaborate with UX research and analytics to understand user pain points and behavior.
Engage with representatives and service teams to validate solutions and gather feedback.
Communicate product priorities, progress, and outcomes 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.