Sr. Digital Product Manager

Charles Schwab•Westlake, TX

6d•Onsite

About The Position

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 Believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship. This role will develop detailed product roadmaps and business requirements in partnership with a broad set of technology, operational, and service stakeholders. Additionally, the Sr. Digital Product Manager (individual contributor) will oversee new product development, including supporting and representing the Digital team on regular executive and project team steering committee meetings for input and updates. You will plan business requirements for digital product components and work closely with internal delivery teams or third-party partners to ensure smooth requirements handoff and execution oversight. The team is responsible for: Vision, Strategy, & Outcomes - Collaborates with scrum teams, stakeholders, and business partners to create a vision for the feature/product/channel. Designs experiments and structures evaluations of whether product solutions will be valuable, usable, feasible, and viable. Brings in stakeholder and industry perspectives to refine the vision. Identifies common client pain points and defines the right solutions to address them. Defines KBIs for work and tracks success. Roadmap Development & Execution - Translates insights into products and value proposition/business case; Builds 12-month product roadmap and release plan, applying prioritization principles and managing interdependencies; Manages product backlog; Defines iteration and test plans, goals, acceptance criteria; Defines new launch and A/B testing strategies; Creates reports to identify possible failures driving client and firm impacts; Participates on and drives internal teams to resolve issues; Recommends scalable process improvements. Leadership & Stakeholder Engagement - Establishes trusted relationships with partners and leverages internal network; Serves as the voice of the client, bringing that perspective back to internal stakeholders; May help onboard and coach new employees; Captures stakeholder concerns, and dependencies and implements refinements to an overall roadmap plan; Performs impact analysis and builds communication plan Risk Management - Identifies risks and may implement mitigation strategies; Ideates and may design controls for an identified risk and obtains approval. Escalates risk events and/or gaps in a timely fashion through retrospectives and/or Quarterly Risk Forum participation.

Requirements

Bachelor's degree
5+ years of experience in product development, building and bringing API's to market, and designing and/or building digital products
Strong bias for action; ability to self-start and develop plans from an initial direction
Proactive relationship-building and collaboration skills to partner effectively with SMEs and project contributors
Strong storytelling ability: Curate illustrative content that supports productive meetings, summarize complex issues, and drive decision-making. Effectively communicate in meetings with senior executives.
Ability to facilitate collaboration sessions virtually or in person with peers and partners.
Strong project management skills: Ability to develop project plans and manage various contributors and stakeholders to be accountable to the plan
Curiosity and drive to learn about the RIA industry, Schwab's offerings, and other groups the team works with
Ability to gather and coalesce ideas from various sources

Nice To Haves

RIA industry experience
Experience working with external partners and vendors
Experience designing and supporting go-to-market activities and product activation through service and operational channels

Responsibilities

Define the product strategy and roadmap for supporting complex data integration activities; focusing on data discovery, API management, and helping drive more value from the third-party API platform
Serve as the product owner for our growing suite of data products, tools and integrations, managing the roadmap from conception to development, testing, and deployment
Develop a deep understanding of our stakeholders, leveraging data on product features to create world-class API products
Identify API market opportunities, discover new API use cases that deliver business value, and build business case that bring new features, products, and potential revenue streams to market
Support the overall Advisor Services Third-Party Integrations product roadmap, define, and execute the product vision and strategy, manage the end-to-end lifecycle of products, and help identify opportunities to empower internal and external users
Manage and prioritize a backlog of features for Advisor Services Third-Party Integrations and build a feature/product/channel roadmap to articulate and drive the priorities of the group
Provide Subject Matter Expertise and on-going thought leadership to external partners who are building the user experiences that integrate with our Advisor Services Third-Party Integrations API product lines
Leading through influence and data, you will partner with teams across multiple functions to develop a cohesive product strategy, product roadmap, with a keen focus on defining business outcomes and successful criteria measurement
Build trusted relationships through clear and consistent communication with a myriad of stakeholders in upstream and downstream roles
Take ownership of the core Advisor Services Third-Party Integrations API product suite which includes integration of data sources within Schwab and web services architecture for providing access to the data to external participants
Create and prioritize requirements and user stories for new features and logic within the Third-Party Integration API products
Identify areas of opportunities for expanding API product capabilities and partner with internal data domains, as well as external participants, to ensure the quality and reliability of the client data is consistently maintained
Partner with architecture and technology leadership teams to ensure that API products fit within the overall enterprise architecture
Create reporting on KBIs and production support metrics and monitor performance