Managing Director, Digital Advice

Charles Schwab   •  


Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 113 days ago

This job is no longer available.

Our Opportunity:

Charles Schwab's Digital Advice Product Management team is responsible for defining, delivering, and managing the lifecycle of our robo advisor products. We work, think and approach problems differently than your traditional financial services firm, and we drive to change both how Schwab operates and how the industry serves investors. In this role, you will identify new opportunities to integrate the digital advice platform in to other Schwab business units in an effort to dramatically increase the assets under management within the family of Digital Advice products. You will be responsible for creating an integrated product strategy, build and manage a product roadmap and oversee the team of product owners who will oversee implementation of the product roadmap.

What you’ll do:

The Managing Director act as a leader and will work cross-functionally with senior leaders from other Schwab business units, Technology, Legal, Compliance and UX Design teams. The candidate will ensure new methods for connecting our businesses together with our new Digital Advice products are both represented broadly and enabling functionality is designed and implemented through a data-based methodology.

This role requires the passion to understand complex partnerships, build long-term relationships across the organization and negotiate creative solutions to generate significant value for our Digital Advice products.

In addition, this role is responsible for identifying and evaluating how centralized Schwab products and technologies can be integrated with our new Digital Advice products, extending our digital platform to better meet the needs of our clients, across the financial spectrum. The capabilities in this area will help form the basis of how the firm meets our clients evolving needs in the long-run.

Projects 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 digitalinvesting innovation and also have experience with financial services or platform monetization. They will be self-motivated, results oriented and able to independently lead major strategic initiatives. Strong client-focus is a must.

Directors interact with senior members of Schwab’s leadership team and executive partners within the business units. Projects are focused on driving growth and operating leverage for Schwab, while delivering great digitalexperiences and better outcomes for investors and advisors. In this role, you will be part of an organization leading Schwab’s digital transformation in the fast-paced digitallandscape 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 individual investor and advisor clients and defining best-in-class digitalexperiences to address these needs.

What you have:

  • 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; i.e. Managing to fixed scope and date scenarios
  • Highly developed communication and presentations skills with a superior ability to effectively communicate and present complex concepts and issues to leadership teams in a highly compelling, persuasive, fact-based manner.
  • Highly skilled at working cross functionally with technology, service, marketing and product teams to create, implement and evolve our reporting solutions offering tangible, measureable client results.
  • 5+ years’ experience product management or development experience providing end-to-end business direction and digital product leadership
  • 3+ years’ experience people management; proven track record of building and inspiring high-performing teams
  • Bachelor's degreerequired. Post graduate degree is a plus

What you’ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life
  • 20181127-7322