Charles Schwab

Senior Digital Product Manager

Charles Schwab • $110K — $130K *
Raleigh, NC 27610In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • FINRA Series 24 or Series 99 license required
  • 5+ years of digital product management experience
  • Experience with conversational AI, chatbots, or voice products
  • Background in compliance-driven financial services
  • Proficient in writing PRDs and acceptance criteria
  • Strong analytical skills to drive data-based recommendations
  • Ability to influence and align stakeholders across teams
  • Agile experience in Scrum and backlog management

Responsibilities

  • Review AI evaluation outputs for accuracy and compliance
  • Build and enhance AI quality frameworks and evaluation criteria
  • Identify failure patterns and prioritize fixes
  • Translate business goals and client needs into clear requirements
  • Create process maps and gap analyses to prioritize work
  • Maintain a steady pipeline of deliverable work across sprints
  • Track issues and escalate risks affecting quality and client experience

Benefits

  • Opportunity to work with cutting-edge AI technology
  • Collaborative environment with cross-functional teams
  • Focus on building safe and compliant AI systems
  • Emphasis on delivering intuitive client experiences
  • Commitment to continuous improvement through data and feedback
Full Job Description
Your Opportunity

Charles Schwab's Digital Retail product team is changing how clients use digital experiences. We use AI, search, and conversational platforms to make complex financial decisions simpler. You will join a high-impact group focused on Conversational AI, Enterprise Search, and Digital Support across web and mobile, including chat, voice, search, and help content.

 

We're looking for a Senior Product Manager (individual contributor) to make sure our AI-powered client journeys are accurate, safe, and compliant. You will review AI evaluation outputs, find quality and risk gaps, and turn what you find into clear journey requirements. You will partner with product, engineering, data, design, risk, compliance, supervision, and service teams to deliver trustworthy experiences.

 

What You’ll Do

 

AI Evaluation Review

  • Review AI eval outputs, transcripts, and test results. Assess accuracy, grounding, hallucinations, tone, disclosures, and policy adherence.
  • Build and improve AI quality frameworks, including evaluation criteria, scoring rubrics, and acceptance thresholds.
  • Find failure patterns and root causes. Turn them into prioritized fixes and requirement updates.
  • Partner with supervision to ensure AI safety, governance, and responsible use.
  • Flag outputs that may create regulatory, suitability or client-harm risk.

Journey Requirements

  • Translate business goals, client needs, eval findings, and stakeholder feedback into requirements, user stories, acceptance criteria, and prioritized recommendations.
  • Write clear PRDs that define end-to-end journey behavior, including happy paths, edge cases, fallbacks, and handoffs.
  • Create process maps, gap analyses, issue summaries, and decision materials to help teams prioritize work.
  • Investigate client pain points and journey friction to find ways to improve self-service.

Execution & Delivery

  • Keep a steady pipeline of delivery-ready work across multiple sprints.
  • Support backlog refinement, sprint planning, demos, validation, launch readiness, and post-launch optimization.
  • Track open issues, risks, blockers, dependencies, and decisions. Escalate items that may affect quality, compliance, or client experience.
  • Use experiments, transcripts, and analytics to keep improving experiences.

 

Cross-Functional Leadership & Communication

  • Influence stakeholders and drive decisions across multiple levels of leadership.
  • Weigh opportunities, constraints, risks, and trade-offs so leaders can make informed decisions.
  • Explain complex AI and technical concepts clearly to leadership audiences.
  • Provide consistent visibility into product performance, roadmap, and key decisions.

 

What You Care About

  • Building trustworthy AI systems that are safe, compliant, and reliable
  • Delivering intuitive client experiences that solve real problems
  • Driving outcomes over output, with measurable client and business impact
  • Bringing clarity to ambiguous situations
  • Improving continuously through data, experiments, and feedback
What you have

Required Qualifications:

  • FINRA Series 24 or Series 99 license
  • 5+ years of digital product management experience
  • Experience with support content, conversational AI, search, chatbots, or voice products
  • Experience in compliance-driven or regulated financial services environments
  • Strong experience writing PRDs and clear acceptance criteria
  • Strong analytical and problem-solving skills, with the ability to use data to drive recommendations
  • Ability to influence stakeholders and build alignment across teams
  • Agile experience (Scrum, backlog management, sprint planning)
  • Excellent written and verbal communication skills

 

Preferred Qualifications:

  • Ability to evaluate and improve AI quality, performance and safety
  • Strong organizational skills, with the ability to manage multiple priorities
  • Experience with Workfront, Jira, Confluence, or Tableau
  • Understanding of content governance, accessibility, SEO/AEO/findability, metadata, taxonomy, content lifecycle management, or compliance-driven environments

 

 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
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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