Charles Schwab

Senior Digital Product Manager - Digital Advice

Charles Schwab$120K — $145K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years in product management within financial services
  • Strong grasp of wealth management and advisor workflows
  • Expertise in product management processes like roadmap management and Agile delivery
  • Ability to collaborate with diverse teams including tech, UX, and compliance
  • Excellent analytical and communication skills for senior-level presentations
  • Self-starter who thrives in ambiguous, fast-paced environments

Responsibilities

  • Understand advisor and client needs through data and research
  • Define and deliver the future of portfolio management experiences
  • Collaborate with third-party vendors and tech teams for integration
  • Manage product roadmaps and prioritize features based on user feedback
  • Align cross-functional teams for seamless product delivery
  • Communicate product strategy and progress to leadership clearly

Benefits

  • Access to potential bonuses or incentives
  • Opportunity to work in a collaborative, team-oriented environment
  • Engagement with cutting-edge financial technologies
  • Gain experience in a respected and established financial institution
  • Opportunity for professional growth and career advancement
Full Job Description
Schwab’s Wealth Management Products and Platforms team is seeking a Senior Product Manager (individual contributor) to support digital product experiences for advisors and clients in Schwab’s largest wealth management offer. This role will help deliver modern wealth management capabilities, including integration with Aladdin Wealth, to improve advisor workflows, portfolio management, client reporting, and advice delivery.

The ideal candidate brings strong product management experience, solid knowledge of the wealth management industry, and the ability to translate advisor and client needs into clear product priorities, delivery plans, and measurable outcomes.

What You’ll do:

The Senior Product Manager will focus on advisor and client experiences first, partnering with a vendor and internal teams to deliver a new portfolio management system for Schwab’s wealth offer. This role requires a strong understanding of wealth management capabilities, advisor workflows, and digital product delivery in a complex, highly matrixed environment. In this role, you will:

  • Develop a deep understanding of advisor, client, and field needs and use data, feedback, and research to improve wealth management experiences
  • Help define and deliver the future portfolio management experience, including portfolio analysis, investment proposals, client reporting, rebalancing, trading, risk insights, and advice documentation
  • Partner with a third party vendor and internal technology teams to integrate Aladdin Wealth and related capabilities into advisor and client workflows
  • Build and manage product roadmaps, priorities, requirements, user stories, acceptance criteria, and release plans
  • Work across technology, UX, business, risk, compliance, field, operations, and vendor teams to align decisions, manage tradeoffs, and support release readiness
  • Communicate strategy, progress, risks, and recommendations to leaders in a clear, fact based, and outcome oriented manner
What you have

Required Qualifications

  • 5 to 7 years of product management or product development experience within financial services
  • Strong understanding of the wealth management industry and advisor workflows, including portfolio management, investment proposals, financial planning, client reporting, rebalancing, trading, risk analysis, and advice documentation
  • Strong product management skills, including discovery, roadmap management, backlog refinement, user stories, acceptance criteria, release planning, and Agile delivery
  • Ability to partner across technology, UX, business, risk, compliance, legal, operations, field, and vendor teams to deliver integrated digital experiences
  • Strong analytical, communication, and presentation skills with the ability to simplify complex topics for senior leaders and stakeholders
  • Self starter with sound judgment, strong ownership, and the ability to navigate ambiguity in a fast paced, highly matrixed environment

Preferred Qualifications

  • Bachelor and post graduate degrees, and securities industries licenses
  • Experience with Aladdin Wealth or similar investment management, portfolio management, or financial planning platforms is a plus
  • Knowledge of Schwab products, services and support systems

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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