Charles Schwab

Digital Product Management, Move Money

Charles Schwab$110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-4 years in technical product management or product development
  • Expertise in agile methodologies
  • Strong technology acumen with knowledge of software architecture and languages
  • Proficient in project management with multitasking abilities
  • Advanced analytical and problem-solving skills
  • Strong relationship management capabilities

Responsibilities

  • Lead tech-enablement initiatives to enhance platform performance and security
  • Manage daily scrum activities and document user stories in JIRA
  • Prioritize development tasks for the engineering team
  • Create coordinated release plans with the scrum team
  • Analyze platform support issues and mitigate risks
  • Resolve production support problems and recommend enhancements
  • Collaborate across teams to define requirements and ensure execution

Benefits

  • Opportunities for continuous learning and professional development
  • Collaborative team environment with diverse stakeholders
  • Access to advanced technology and digital product tools
  • Influence on significant digital payment capabilities
  • Engagement with leading technology in the RIA marketplace
Full Job Description
Your Opportunity

Our Opportunity:

 

The Advisor Services division supports registered investment advisors (RIAs) with custody, trading, technology and practice management tools. Schwab is the leading provider of custody services in the RIA marketplace serving approximately 15,000 RIA businesses managing over $4 trillion of assets at Schwab.  The Digital Advisor Solutions team within Advisor Services leads digital product development and B2B technology strategy for our Schwab Advisor Center (SAC) platform, third-party developer API offerings, and internal rep platforms. 

We are looking for a Manager, Digital Product Management to join the Move Money team, which is responsible for enabling digital payment capabilities on the Schwab Advisor Center (SAC) platform. In this role, you will lead technology-enablement initiatives, support application stability and platform health, and drive regulatory efforts that align our capabilities with evolving industry standards.

 

What you’ll do:

  • Lead the development of key tech-enablement initiatives to improve Schwab Advisor platform performance and security.
  • Manage daily scrum activities and write user stories in JIRA.
  • Prioritize high impact work for the engineering team and keep development work on track.
  • Create a release plan in coordination with the scrum team and other lines of business.
  • Perform impact analysis on platform support issues, identify risk and build communication/remediation plan to mitigate risk swiftly.
  • Drive problem solving, accountability, and resolutions in production support situations; recommend future enhancements.
  • Understand and research platform flows and collaborate with QA to address testing requests from other partner teams. Document complex business requirements and test plans in Confluence.
  • Analyze advisor feedback from platform surveys to identify opportunities and manage the Move Money product backlog.
  • Lead design development work with UX partners, content team, and engineering.
  • Build PowerPoint presentations to communicate findings or lay out plans and ideas for stakeholder input and review; persuasive presentation skills.
  • Collaborate with various stakeholders – Engineering, UX, Service, Operations, Product, Risk, Legal, Compliance– to define requirements and drive the execution through proactive communication and follow-up.

 

What you have

Required

  • 3-4 years of experience in a technical product management or product development role
  • An agile mindset; expert in agile methodologies for software development (writing user stories, acceptance criteria, facilitating scrum activities)
  • Natural curiosity and a continuous learning attitude
  • Advanced technology acumen, including an understanding of how software products are made, familiarity with architectures, languages, and build cycles.
  • Project management - Able to juggle multiple priorities, drive progress and accountability across multiple stakeholders. Strong self-management to move work forward without prescriptive leadership guidance.
  • Problem-solving & Advanced analytical skills - Ability to collect and analyze information, problem-solve, and make decisions through data.
  • Strong relationship-management skills – Able to foster connections across different parts of the organization to drive a well-rounded implementation strategy

 Preferred

  • Communication and presentation skills - Adept at PowerPoint, good at framing and telling a logical story, strong verbal and written communication - for executive audience, tech partners, operations, etc.

 

 

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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