Charles Schwab

Senior Digital Product Manager

Charles Schwab$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-10+ years in digital product management
  • Extensive Agile experience in securities-based lending products
  • Ability to synthesize qualitative and quantitative data
  • Proficient in Jira, Confluence, VS Code, GitHub, and Visio
  • Exceptional written and verbal communication skills
  • Strong cross-functional relationship-building skills
  • Knowledge of AI-enabled product capabilities and compliant digital experiences

Responsibilities

  • Manage product roadmap execution; lead requirements definition to transform vision into deliverables
  • Prioritize product features based on client needs and business objectives; ensure detailed execution
  • Understand client needs through user research and competitive analysis to drive product-market fit
  • Align product roadmap with business strategy through stakeholder partnerships and presentations
  • Manage dependencies with other product teams to ensure smooth development
  • Develop data-driven insights and recommendations for product enhancements
  • Monitor metrics for product success, present insights and recommendations to leadership
  • Design client experiences utilizing AI to enhance guidance and support wealth management journeys

Benefits

  • Bonus or incentive opportunities
  • Collaborative work environment
  • Opportunity to impact digital banking solutions
  • Access to professional development resources
  • Innovative culture focused on client needs
Full Job Description
Charles Schwab Digital Lending is responsible for defining, delivering, and managing digital banking lending solutions.  We are obsessed with solving client needs.  We focus on delivering best-in-class experiences to make every interaction simple and easy. We collaborate with user experience and design, business and technology partners across the enterprise to build experiences our clients are passionate about. We are looking for product and client champions to help us craft the future of Schwab’s digital platforms. 

The Senior Digital Product Manager (individual contributor) will work closely with stakeholders throughout the firm to elicit and evaluate their needs and help determine how best our team can deliver excellent solutions.  You will also play an integral role in working with our internal team members across our entire product suite to help build and manage our opportunity backlog. 

The team is responsible for:

  • Strategy – Setting ambitious and clear production vision for designing re-usable utilities across multiple journeys.
  • Execution - On all aspects of technology product development including the definition, creation, development and implementation through a prioritized backlog of product features
  • Client Focus – Develop a deep understanding of the target market, build close relationships with key stakeholders and define business strategy
  • Digital Lending Experiences – Collaborate with design, technology and business partners to build digital experiences that our clients are passionate about

What you’ll do:

  • Manage execution of the product roadmap; lead discovery and requirements definition to translate product vision into specific deliverables
  • Define and prioritize product features and enhancements based on client needs and business goals; ensure rigor in execution and attention to detail by effectively managing the product roadmap
  • Foster in-depth understanding of client needs, informed by user research, competitive analysis and the internal / external product landscape, to help drive product-market fit
  • Partner with stakeholders to ensure product roadmap aligns with overall business strategy and firm objectives; develop presentations to regularly communicate product insights and metrics to leadership
  • Work closely with other product teams across the organization to ensure key dependencies are identified and managed
  • Develop actionable, data-driven insights to deliver actionable recommendations
  • Frame challenges as problems that are solved through critical thinking and collaboration
  • Monitor key metrics to measure success of product initiatives and identify areas of improvement; clearly present results, insights and recommendations to leadership
  • Partner with client, field and service stakeholders to design representative and client experiences that use AI responsibly to personalize guidance, streamline servicing, and support wealth management journeys across digital and assisted channels
What you have

Required Qualifications:

  • Strong digital product management skills; 7-10+ years of digital product management experience
  • Extensive Agile experience developing requirements and testing securities-based lending products
  • Demonstrated ability to synthesize qualitative and quantitative data, identify opportunities, and drive recommendations
  • Proficient with tools such as Jira, Confluence, VS Code, GitHub, Visio, and similar product platforms
  • Exceptional written and verbal communication skills; ability to communicate complex messages and trade-offs, tell a compelling story, and present to all levels of the organization
  • Effective relationship builder; ability to partner cross-functionally and work effectively with various personality types at all levels of the organization
  • Demonstrated knowledge of client and representative experience design, AI-enabled product capabilities and governance, and wealth management or advisory workflows, with the ability to translate these into intuitive, compliant digital experiences

 

Preferred Qualifications:

  • 5+ years of experience in Financial Services, Wealth Management, Banking, Fintech, or related industries
  • Extensive experience developing requirements and testing securities-based lending products
  • High emotional intelligence; ability to manage uncertainty and lead people through challenging projects and processes
  • Self-starter with outstanding organizational skills and ability to track multiple projects in parallel
  • Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic

 

 In addition to the salary range, this role is also 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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