Charles Schwab

Product Manager / Business Analyst

Charles Schwab • $110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in relevant field
  • 5+ years as a Business Analyst in a strategic program
  • Experience in the Financial Services industry
  • Strong understanding of digital innovation and client experience
  • Ability to interpret complex technical architecture
  • Excellent communication skills for conveying complex information
  • Proven track record in collaborative Agile teams
  • Proficient in stakeholder relationship management

Responsibilities

  • Lead cross-team development for modernizing Money Movement infrastructure
  • Drive requirements alignment across user experiences and backend systems
  • Identify and document key elements of the digital client experience
  • Manage integrations with digital platforms and dependent systems
  • Collaborate with product, design, and compliance teams for solution development
  • Document product requirements and technical processes for teams
  • Foster and maintain partnerships across multidisciplinary teams

Benefits

  • Opportunity to join a mature product team culture
  • Involvement in critical modernization projects with significant client impact
  • Access to advanced product development tools and technologies
  • Career growth opportunities in a leading financial services firm
  • Engagement in a collaborative and innovative work environment
  • Potential for bonuses or incentives based on performance
Full Job Description
Charles Schwab's Digital Retail Digital Payments and Move Money team builds key experiences for clients and strives to continue to make it easier for clients to get funds where they want. Our motto is “Make It Easy”, so we focus on delivering best-in-class experiences for clients that make moving assets into, between, and out of Schwab as simple and intuitive as possible. We collaborate across user experience, product, client service, operations and technology teams across the enterprise to build products clients love.

We are looking for an experienced Product Manager / Business Analyst (individual contributor) to drive cross-team development for a multi-year journey to modernize our Money Movement infrastructure. This role will lead integration into our backend systems and drive requirements across experiences to support Digital development to enhance and align to modern infrastructure changes. You will have responsibility in a Product Manager/Business Analyst capacity to identify, document, and align multiple stakeholders on key elements of the Digital experience. This includes required changes to existing experiences, incremental requirements for the target state client experience, and architectural changes for digital integrations with dependent platforms.

This role would provide an opportunity to join a strong team in terms of Product maturity and team culture, focusing on a critical modernization effort driving key firm and client benefits.

What you are good at:

  • Product Management – Experience managing digital products and/or enterprise capabilities in an Agile delivery environment. Experience in Scaled Agile Framework (SAFe) to understand and support adoption across the immediate product team
  • Business Analysis – Define, analyze, and deliver solutions to business problems working closely with a cross-functional teams
  • Risk Management – Identify, mitigate, and escalate issues related to delivery (scope and timeline changes) or legal, compliance, and fraud risks
  • Product Development Tools – Experience utilizing multiple different applications in support of the Product and Software development lifecycle including, but not limited to Jira, Confluence, Rally, and GitHub. Utilize AI tools to accelerate and simplify internal processes
  • Cross Functional Stakeholder Management - Build partnerships across teams in product, design, technology, operations, compliance, risk, and client facing organizations to foster collaborative problem solving and alignment of digital solutions to solve client problems and address internal efficiency opportunities
  • Versatile Contributor – Ability to manage multiple tasks and take direction from one or more high performing ProductManagers, supporting activities across Digital experiences. Deliver on changing needs of the team and drive results across internal processes and project level initiatives
  • Documentation – Advanced experience documenting product requirements and processes for technology and product teams
  • Technical Acumen – ability to understand technical architecture specifically as it relates to digital experience changes and work confidently with architects and development teams

What you have

Required Qualifications:

  • Bachelor's degree
  • 5 + years Business Analyst experience with demonstrated ability to develop and implement product requirements supporting strategic programs
  • Financial Services industry experience
  • A passion for digital innovation and commitment to superb client experience
  • Ability to understand complex technical architecture and translate into requirements for Digital experience and backend integration changes
  • Strong communication skills, ability to communicate complex messages and trade-offs and tell a compelling story
  • Experience working in a collaborative multi-disciplinary team within an interactive process and an Agile developmentmethodology
  • Effective relationship builder ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types
  • Strong Process Management discipline with a keen understanding of how to implement process practices
  • Strong analytical and creative problem-solving skills
  • Developed understanding of program management across multiple businesses

Preferred Qualifications:

  • Post graduate degree is a plus
  • Knowledge of Schwab money movement processes and experiences

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

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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