Charles Schwab

Senior Manager, Technology Partnerships

Charles Schwab$120K — $145K *
Information Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in digital product management, ideally in financial services or investment platforms.
  • Current experience with Schwab systems and processes is essential.
  • Outstanding communication and stakeholder management abilities.
  • Proficient in influencing and negotiating across diverse teams and leaders.
  • Strong organizational and planning skills for strategic and execution tasks.
  • Expertise in translating business needs into functional requirements.
  • Experience with cross-functional teamwork involving product, tech, and operations.

Responsibilities

  • Translate complex business requirements into clear technical deliverables for development partners.
  • Manage the annual regulatory and compliance calendar to ensure timely documentation and activities.
  • Collaborate with Product Managers to shape the broader product roadmap.
  • Align with operations, compliance, and legal teams on requirements and timelines.
  • Identify, monitor, and resolve delivery risks and blockers through structured processes.
  • Prioritize and communicate potential roadblocks effectively to relevant stakeholders.
  • Oversee and innovate the regulatory mailings processes with a focus on automation and digitization.

Benefits

  • Eligibility for flexible work arrangements.
  • Opportunities for professional development and upskilling.
  • Engagement in a collaborative working environment that fosters innovation.
  • Access to extensive resources within Schwab for continuous improvement.
  • Participation in bonus or incentive programs.
Full Job Description
Your Opportunity

We are seeking a strategic and collaborative Senior Manager to own critical partnerships with technical leads as well as required regulatory communications. This role is critical to driving innovation, operational alignment, and client-centric solutions across Schwab’s brokerage account products, spanning both IS and AS.

 

As the product integrator, you will be responsible for translating complex business requirements into actionable development plans, engaging with and managing relationships with key technology domains, and ensuring timely delivery of high-impact produce enhancement. This position plays a key role in managing execution of our broader product strategy while also ensuring our regulatory and compliance needs are met in a timely manner.

 

Key Responsibilities:

  • Translate business requirements into technical deliverables for development partners, ensuring clarity and alignment.
  • Own the annual regulatory and compliance calendar to ensure proper documentation and completion of required activities
  • Partner with Product Managers to identify and develop the team’s broader product roadmap.
  • Collaborate with operations, compliance and legal to align on requirements and delivery timelines.
  • Monitor and proactively resolve delivery risks and blockers through structured ceremonies and escalation paths.
  • Manage prioritization and communication of potential roadblocks
  • Own the team’s regulatory mailings processes, with an eye towards automation/digitization of these efforts
What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

  • Current working experience with Schwab systems and processes.
  • 5+ years of experience in digital product management, preferably in financial services or investment platforms.
  • Excellent communication and stakeholder management skills.
  • Ability to influence and negotiate across diverse teams and leadership levels.
  • Strong planning and organizational skills, with the ability to work in both a strategic and executional capacity.
  • Proven ability to translate business needs into functional requirements
  • Experience working across cross-functional teams (product, tech, operations)
  • Strong problem-solving and analytical skills
  • Experience with requirements documentation (BRD, FDR, user stories, use cases)
  • Experience conducting stakeholder interviews and workshops
  • Strong understanding of business operations and process improvement
  • Experience with digital product development and client experience optimization

Preferred Qualifications: 

  • Proven success in launching complex digital products requiring cross-functional coordination.
  • Understanding of Schwab’s core brokerage and retirement product offerings.
  • Public speaking and presentation skills.
  • Experience with JIRA, Confluence, or similar tools
  • Ability to create process flows and journey maps

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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