Charles Schwab

Senior Digital Product Manager - Wealth Data Solutions

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

Qualifications

  • 5+ years of experience in digital product management with a focus on B2B solutions.
  • Proven experience collaborating with cross-functional teams to shape strategic roadmaps.
  • Familiarity with data domain systems, API development, and data analysis tools.
  • Exceptional communication skills, capable of articulating complex concepts to diverse audiences.
  • Strong problem-solving and data analysis aptitude in a regulated business environment.

Responsibilities

  • Manage and execute the product roadmap and translate product vision into tangible deliverables.
  • Define and prioritize product features based on client needs and broader business objectives.
  • Manage product backlog within an Agile setup, balancing priorities across teams.
  • Align product roadmap with business strategy through regular stakeholder engagement.
  • Support the deployment of tested features, ensuring quality and compliance standards are met.
  • Foster understanding of the data platform and promote innovative product use cases.
  • Build relationships across the organization to enhance product governance and execution.

Benefits

  • Collaboration with cross-functional teams on innovative B2B wealth data solutions.
  • Opportunities to influence product development and strategy at a leading financial firm.
  • Exposure to cutting-edge tools and platforms in a dynamic work environment.
  • Involvement in the evolution of data governance practices to uphold high standards.
  • Potential for professional growth and development through varied project experiences.
Full Job Description
Senior Digital Product Manager - Wealth Data Solutions

Charles Schwab Wealth Data Solutions is responsible for delivering strategic and innovative B2B solutions supporting a range of industry leading Wealth experiences that our reps and clients love and trust.  We are committed to solving consumer and client needs through active collaboration with cross functional teams to deliver modernized wealth data solutions at scale.

 

The Senior Digital Product Manager (individual contributor) will work closely with technology and business stakeholders throughout the firm to evaluate data needs and deliver best-in-class data solutions and services. You will play an integral role in platform development and ownership by working with the internal stakeholders across our entire product suite to deliver against committed  priorities.

 

What you’ll do:

  • Manage execution of the product roadmap; lead discovery and requirement definition to translate product vision into specific deliverables
  • Define and prioritize product features and enhancements based on client needs and business goals
  • Effectively manage a product backlog in an Agile environment, working closely with Technology and Business to effectively balance and deliver against committed priorities
  • Partner with stakeholders to ensure product roadmap aligns with overall business strategy; regularly communicate product insights and metrics to leadership
  • Support and successfully deploy features to production, ensuring all releases have been thoroughly tested and validated
  • Forster in-depth understanding of the data platform and ensure the expansion of the product for various new use cases to expand the Wealth Management experiences
  • Promote a culture of product innovation and data quality by encouraging creative solutioning and product stewardship
  • Build cross-enterprise relationships with leaders, partners, and stakeholders across various organizations to solidify partnerships and execute goals, including alignment on the roadmap, product priorities, and trade-off decision-making
  • Develop a deep understanding of the underlying technical architecture and data pipelines to inform product decisions and ensure end-to-end alignment across systems and capabilities 
  • Drive resolution of complex data issues by identifying root causes, collaborating with engineering teams, and implementing scalable solutions that enhance data integrity 
  • Ensure data quality and identify/mitigate risks across the organization through the implementation and execution of effective risk controls, policies and procedures
  • Lead cross functional efforts to evolve data governance practices and ensure product solutions meet enterprise standards for data quality  
What you have

Required Qualifications

  • Strong digital product management skills; 5+ years of documented experience in product management
  • Experience collaborating with technology teams and business partners to define strategic visions and roadmaps for business process solutions
  • Familiarity with technical tools and skills, including knowledge of data domain systems, API development, Microsoft applications, JIRA, Confluence and any database analysis skills
  • Highly developed communication and presentations skills with an outstanding ability to effectively communicate and present sophisticated concepts and risks to leadership teams
  • Must be team oriented, strong at problem solving and data analysis, with the ability to manage multiple priorities and excel in a dynamic and fast-moving regulated environment

 

Preferred Qualifications

  • 5+ years of experience in Financial Data or Services, Wealth Management
  • Self-starter with organizational skills and ability to track multiple project results with minimal direction
  • Experience with AI tools to automate day-to-day operations, conduct data analysis and perform research tasks, including familiarity with Microsoft Copilot and VSCode
  • Familiarity with data analysis tools or any scripting tools
  • Excellent analytical and influencing skills with the ability to think creatively and offer solutions that benefit employees, clients, and the firm
  • Comfort in a dynamic and fast-moving work environment
  • Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
  • Strategically think beyond day-to-day operations and analyze a variety of factors and metrics when making decisions

 

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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