Senior Digital Product Manager - Digital Advice
About The Position
Schwab’s Wealth Management Products and Platforms team is seeking a Senior Product Manager (individual contributor) to support digital product experiences for advisors and clients in Schwab’s largest wealth management offer. This role will help deliver modern wealth management capabilities, including integration with Aladdin Wealth, to improve advisor workflows, portfolio management, client reporting, and advice delivery. The ideal candidate brings strong product management experience, solid knowledge of the wealth management industry, and the ability to translate advisor and client needs into clear product priorities, delivery plans, and measurable outcomes.
Requirements
- 5 to 7 years of product management or product development experience within financial services
- Strong understanding of the wealth management industry and advisor workflows, including portfolio management, investment proposals, financial planning, client reporting, rebalancing, trading, risk analysis, and advice documentation
- Strong product management skills, including discovery, roadmap management, backlog refinement, user stories, acceptance criteria, release planning, and Agile delivery
- Ability to partner across technology, UX, business, risk, compliance, legal, operations, field, and vendor teams to deliver integrated digital experiences
- Strong analytical, communication, and presentation skills with the ability to simplify complex topics for senior leaders and stakeholders
- Self starter with sound judgment, strong ownership, and the ability to navigate ambiguity in a fast paced, highly matrixed environment
Nice To Haves
- Bachelor and post graduate degrees, and securities industries licenses
- Experience with Aladdin Wealth or similar investment management, portfolio management, or financial planning platforms is a plus
- Knowledge of Schwab products, services and support systems
Responsibilities
- Develop a deep understanding of advisor, client, and field needs and use data, feedback, and research to improve wealth management experiences
- Help define and deliver the future portfolio management experience, including portfolio analysis, investment proposals, client reporting, rebalancing, trading, risk insights, and advice documentation
- Partner with a third party vendor and internal technology teams to integrate Aladdin Wealth and related capabilities into advisor and client workflows
- Build and manage product roadmaps, priorities, requirements, user stories, acceptance criteria, and release plans
- Work across technology, UX, business, risk, compliance, field, operations, and vendor teams to align decisions, manage tradeoffs, and support release readiness
- Communicate strategy, progress, risks, and recommendations to leaders in a clear, fact based, and outcome oriented manner
Benefits
- bonus or incentive opportunities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
