Sr Manager, Digital Product Management

Charles Schwab • Austin, TX

130d

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). This individual must have a passion for the client and user experience, and the ability to balance tight timelines, multiple priorities, and risks in order to make decisions and optimize outcomes. They must collaborate effectively with business and technology partners and be able to coordinate across functional teams and enterprises to deliver platform changes. The Product Manager acts as a line-leader and works cross-functionally with other domain leaders and executive partners from other Schwab business units: Technology, Legal, Compliance, and User Experience Design teams. They implement new methods for connecting our internal and external offer and solution capabilities with our clients and internal users focused on driving outcomes through a data-based methodology. In this role, you will be part of an organization leading Schwab's digital transformation in the fast-paced digital landscape of financial services. You will have the opportunity to apply your strong critical thinking skills and aptitude to become expert in understanding the needs of clients and advisors and defining best-in-class digital experiences to address these needs. This role requires a developed understanding of the financial services and the wealth management landscape, the ability to navigate complex partnerships, build long-term relationships across the organization, and negotiate creative solutions to deliver advice at scale large scale. Efforts are broad in scope and require creativity and world-class strategic thinking, as well as strong product management and leadership skills. The successful candidate must be energetic and enthusiastic about innovation and a passion for translating business needs and user feedback into technology solutions that meet the strategic objectives of the firm. They will be self-motivated, results oriented and able to independently lead major strategic initiatives. Strong client-focus is a must.

Requirements

• 5+ years product management experience in financial services and/or technology.
• A background in financial services is required.
• Experience with investment management and/or financial planning systems and software is a required.
• Bachelor's degree required and post graduate degrees are a plus.
• Expertise in the competitive landscape of the financial services industry.
• Deep understanding of modern portfolio theory, portfolio models and the role of portfolio management within the wealth management industry.
• Experience partnering with experience research teams and utilizing primary and secondary research.
• Expertise in project planning and managing a broad set of milestones across initiatives.
• Expert user of Microsoft, Atlassian and other Product Management productivity suites of products.
• Demonstrated success in managing multiple projects with short to medium-term timelines.
• Superior verbal, quantitative, organizational, presentation, and analytical skills.
• Proven track record of building complex relationships and partnerships that generate high value.
• Curiosity, a can-do attitude, and the ability to learn quickly and thrive in a complex, dynamic environment.
• Self-starter with outstanding organizational skills and ability to track multiple project deliverables with minimal direction.
• Strong analytical and creative problem-solving skills.
• Ability to make decisions and progress in the face of ambiguous and at times overlapping priorities.
• Highly developed communication and presentations skills.

Nice To Haves

• Strong digital product management skills including experience with design thinking and client journeys.
• Experience in Agile development practices leading multiple teams as Product Owner.

Responsibilities

• Establish strategic objectives, prioritization principles and philosophy.
• Lead development of 12-month product road map and release plan.
• Focus team on portfolio and account performance client and advisor experiences across client and advised facing platforms.
• Oversee team development of roadmaps and lead direction on initial business case development for new initiatives.
• Work closely with internal business partners to identify opportunities and lead the implementation of strategic initiatives.
• Review, prioritize, and triage initiatives and develop resourcing strategies.
• Define processes for identifying user needs and the user journey.
• Maintain strong relationships with Retail and Wealth Solutions business partners and legal and compliance partners.
• Serve as a control owner for the team and drive accountability for following risk management procedures.
• Lead the team, setting clear expectations and providing specific feedback.

Benefits

• Eligible for bonus or incentive opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree