Charles Schwab-posted 7 months ago
Full-time • Mid Level
Austin, TX
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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At Schwab, you are 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. The Advisor Services division supports registered investment advisors (RIAs) with market-leading custody, trading, technology and practice management tools. The Digital Advisor Solutions (DAS) team within Advisor Services leads digital product development and B2B technology strategy for our Schwab Advisor Center platform, third-party developer API offerings, and internal rep platforms. Schwab is the leading provider of custody services in the RIA market and provides access to sophisticated wealth-management services that help RIAs attract and retain affluent clients, as well as profitably grow, compete, and succeed in their business efforts. Schwab serves approximately 15,000 RIA businesses. Our RIA clients manage over $4 trillion of assets in accounts at Schwab. The Digital Advisor Solutions Group (DAS) within Schwab Advisor Services manages development of key software platforms for advisors and reps, including Schwab Advisor Center, Advisor Services Rep Desktop Tools, and the Third-Party API program. The Digital Offer Management & Product Ops team provides product planning support to the DAS organization as well as Advisor Services as a whole. This includes partnering with various product management teams, client experience teams, and the AS strategy group to develop new product or feature plans. In some cases, this group plays a leading role in providing a technology point of view, planning, and execution management for concepts that originate in the strategy team. In other cases, we may work more closely with a digital product management team in need of assistance with future feature planning and analysis. This role will manage a portfolio of rotating projects and provide both analysis and planning as well as execution management on each of them. It's an individual contributor role reporting to the Director of the team.

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