Senior Digital Product Owner Equity Compensation Platform
About The Position
Schwab’s Workplace Services supports retirement, stock plan, and designated brokerage services for corporations and their employees. EquiView, Schwab’s proprietary stock plan recordkeeping system, serves corporate Stock Plan Services clients. The WS Digital Product Management team is seeking a Senior Digital Product Owner with equity compensation financial reporting experience, including ASC 718 and/or IFRS 2, to lead high-impact enhancements for corporate B2B clients. The role leads complex, cross-functional initiatives that advance Schwab’s enterprise equity compensation platform, emphasizing financial reporting and client outcomes. It drives major product enhancements, large-scale client initiatives, system and data migrations, and regulatory changes. The Senior Digital Product Owner operates with high autonomy, navigating ambiguity, aligning stakeholders, and delivering measurable business value. The successful candidate combines strategic product leadership and execution excellence with hands-on equity compensation financial reporting experience, translating complex accounting, operational, and client requirements into scalable product capabilities for internal teams and external clients. They partner with Product Management, Engineering, Quality Assurance, Reporting, Client Services, Compliance, and other stakeholders to set priorities, manage dependencies and risks, and deliver high-quality solutions. The selected candidate is expected to work onsite four days per week in one of the specified locations. Applicants must be authorized to work full-time in the United States for any employer, now and in the future, without employer sponsorship.
Requirements
- Experience in equity compensation, stock plan administration, and/or equity systems operations.
- Deep understanding of ASC 718 and/or IFRS 2.
- Familiarity with relevant IRS/SEC requirements, such as Section 16, and ESPP concepts.
- Experience working with equity plan financial reporting platforms.
- Strong analytical and problem-solving skills, including the ability to troubleshoot complex issues across data, process, and technology.
- High attention to detail and ability to drive work from concept through implementation and stabilization.
- Demonstrated track record of predictable delivery, proactive risk management, and clear stakeholder communication.
- Ability and desire to work effectively and efficiently in a collaborative team environment.
- Experience participating in cross-functional projects, particularly those involving systems, technologies, business process redesign, and/or impact to field and customer service.
- Excellent written and oral communication skills.
- BA/BS degree or equivalent experience.
Nice To Haves
- Exceptional stock plan and product management skills, including the ability to synthesize data and stakeholder feedback into insights and actions.
- Two or more years of experience as a Product Owner or Product Manager, or equivalent experience leading backlog, roadmap delivery, and cross-functional outcomes.
- Current EquiView financial reporting product experience.
- Agile/Scrum experience.
- Project Management certification (PMP, Agile, or equivalent).
- CEP or ECA certification, or equivalent experience.
Responsibilities
- Lead end-to-end delivery of complex, multi-release initiatives across EquiView, including financial reporting enhancements and regulatory- and business-driven updates.
- Own initiative plans and outcomes, including scope, timeline, dependencies, risk, resourcing, and stakeholder alignment.
- Drive user acceptance testing strategy and execution, including planning, coordination, communications, and sign-off, and ensure operational readiness for launch.
- Partner with product owners, analysts, engineers, and stakeholders in an Agile environment to define problems, clarify requirements, and deliver incrementally while balancing near-term commitments with longer-term platform strategy.
- Partner with business stakeholders to define acceptance criteria, refine backlog items, and ensure requirements are testable and executable.
- Work with Engineering and Quality Assurance to support solution design, clarify functional behavior, and resolve complex platform issues.
- Collaborate with Reporting, Client Services, Conversion, Product Support, and Operations to support client readiness, training, and post-launch adoption.
- Contribute to the product vision and roadmap for EquiView financial reporting and recordkeeping capabilities using market and regulatory awareness and internal stakeholder insights.
- Identify opportunities to simplify workflows, reduce operational risk, and improve scalability for clients and internal teams.
- Define success measures for quality, timeliness, adoption, and risk reduction, and drive delivery from discovery through launch.
- Ensure solutions are well-documented, supportable, and aligned with client needs and Schwab operational controls.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
