Charles Schwab

Manager, Digital Product Management

Charles Schwab • $110K — $130K *
Austin, TX 78745In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 7-10 years of experience with Docusign, specifically in creating and managing templates.
  • 7-10 years of expertise using SharePoint.
  • Strong product management skills and experience.
  • Experience with new account opening or core brokerage/banking services.
  • Good understanding of financial services regulations is a plus.
  • Knowledge of Agile methodologies is desirable.
  • Superior written and verbal communication skills.

Responsibilities

  • Build digital products and experiences for Schwab's Advisor Services.
  • Fulfill the product owner role in stand-up meetings and sprint planning.
  • Work with technical teams to define product release requirements.
  • Investigate production issues as they arise in collaboration with tech counterparts.
  • Define go-to-market strategies with marketing communications teams.
  • Serve as an internal and external evangelist for the product offering.

Benefits

  • Opportunity to work on industry-leading digital tools
  • Be part of a team that supports RIAs in client asset custody
  • Engage with influential clients and decision-makers
  • Enhance your skills in a fast-paced environment
  • Collaboration with cross-functional teams across the enterprise
Full Job Description
Your Opportunity

Charles Schwab’s Digital Advisor Services team is focused on helping existing and future registered investment advisors RIAs) run their practice efficiently and effectively through the continual buildout of industry leading digital tools in the web, mobile, and messaging space. If done successfully, advisors will reward Advisor Services with greater trust as they custody more of their client’s assets with us. 

The team is responsible for: 

  • Strategy- Envision the future and build the near-term roadmap for our web and mobile strategies centered on New Account Opening workflows.
  • Execution- On all aspects of technology product development including the definition, creation, development and implementation of the core solutions and processes.
  • Client service Serve clients by designing workflows that accomplish tasks the advisor wants completed (i.e. New Account, Money Movements, etc.)
  • Partnership -Support client-facing employees in delivering new technical products to our clients

What you27re good at

  • You will gain a unique blend of business and technical savvy; a big-picture vision, and the commitment to make that vision a reality.
  • You will learn how to analyze and understand highly complex business problems that are part of operating in the financial industry.
  • You will spend time examining and researching a client base to deeply understand the needs and wants of Registered Investment Advisors.
  • You will learn how balance functionality against complexity on a highly visible platform which serves very important and influential clients of Charles Schwab.

Key Responsibilities:

  • You will build products and experiences which enhance Schwab27s Advisor Services digitalplatforms andhelp to develop new ideas based on market analytics and interactions with partners, customers and prospects.
  • You will fulfill the product owner role in daily stand-up meetings, sprint planning sessions, and product demonstrations.
  • You will work with technical counterparts to define product release requirements and investigate production issues as they arise.
  • You may work with marketing communications to define the go-to-market strategy and provide relevant and concise updates to executive management teams.
  • You may also serve as the internal and external evangelist for our product offering.
What you have
  • Strong product management skills and experience.
  • Experience withnewaccount opening or other core brokerage / banking services (i.e. Transfer of Account, ACH, Wires,etc).
  • Good understanding and/or experience with financial services regulations is a plus.
  • Knowledge of Agile methods and processes is a plus.
  • Superior communication skills (written and verbal).
  • Self-starter with outstanding organizational skills.
  • Curiosity to continuallyre-evaluateexisting designs and/or processes.
  • Ability to track multiple projects (3-4) going on all at once.
  • Effective relationship builder2Dability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types.
  • Comfort in a dynamic andfast-pacedwork environment, with a positive attitude and solid work ethic.
  • 7-10 years of experience using Docusign including strong expertise creating and managing Docusign templates
  • 7-10 years of expertise usingSharePoint.

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
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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