Charles Schwab

Senior Product Manager – Trading Platform

Charles Schwab$120K — $145K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years in Product Management with complex digital or platform products
  • Strong knowledge of trading processes like order lifecycle and compliance
  • Experience with Agile/Scrum methodologies
  • Familiarity with AI capabilities and data-driven product development
  • Ability to influence in a matrixed structure without direct authority
  • Strong skills in analytical thinking, communication, and stakeholder management
  • Experience crafting detailed documentation like user stories and acceptance criteria

Responsibilities

  • Own the strategy and vision for Trading Platform capabilities
  • Collaborate with senior stakeholders across business, tech, and compliance
  • Lead Agile Scrum teams to translate strategy into tangible features
  • Manage a prioritized product backlog aligned with business goals
  • Define release plans and success metrics in partnership with engineering
  • Drive end-to-end delivery from design to post-launch support
  • Establish testing criteria and oversee comprehensive testing efforts
  • Act as a subject-matter expert in Trading workflows and provide production support

Benefits

  • Opportunity to work on high-impact projects
  • Collaborative environment with cross-functional teams
  • Exposure to cutting-edge technology and AI features
  • Involvement in large-scale transformation initiatives
  • Potential for bonuses and incentives beyond salary
Full Job Description
Charles Schwab’s Digital Wealth & Advisor Platforms (DWAP) organization is seeking a Senior Product Manager (individual contributor) to lead a strategic product domain within our Trading Platform organization. This role is responsible for translating business strategy into executable product outcomes while partnering across technology, operations, investment management, compliance, and product leadership teams.

The Senior Product Manager will own a significant product capability area, drive prioritization decisions, manage complex dependencies, and ensure delivery of scalable trading solutions that support advisors, clients, and discretionary investment programs. The ideal candidate combines deep trading and wealth management expertise with strong product leadership, stakeholder influence, and Agile execution experience.

Key Responsibilities

Product Strategy & Vision

  • Own a strategic Trading Platform domain and contribute to long-term product vision, roadmap development, and investment prioritization
  • Partner with Product Managers and business leaders to define product strategy and measurable business outcomes
  • Evaluate business opportunities, client needs, market trends, and operational challenges to shape future platform capabilities
  • Develop business cases and recommendations that drive executive decision-making

Product Ownership & Execution

  • Lead backlog strategy and prioritization across one or more Agile teams
  • Define and communicate product requirements, business rules, workflows, and acceptance criteria
  • Drive execution from discovery through delivery, implementation, and production stabilization
  • Ensure alignment between roadmap commitments, business objectives, and engineering capacity
  • Serve as the primary product decision-maker for assigned capabilities

Trading Platform Leadership

  • Provide subject matter expertise across trading workflows, order management, execution management, portfolio management, model implementation, rebalancing, and advisor servicing capabilities
  • Lead design and implementation of platform capabilities supporting discretionary and advised investment solutions
  • Partner with architecture and engineering teams to define scalable, API-first platform capabilities and integration patterns
  • Drive modernization initiatives that improve trading efficiency, scalability, resiliency, and client experience

Stakeholder & Cross-Functional Leadership

  • Influence senior stakeholders across Product, Technology, Operations, Risk, Compliance, Legal, and Investment Management organizations
  • Facilitate alignment across multiple delivery teams and business functions to resolve competing priorities and dependencies
  • Communicate product strategy, roadmap progress, risks, and tradeoffs to leadership audiences
  • Build consensus and drive decisions in highly matrixed environments

Delivery, Risk & Governance

  • Establish success metrics and performance indicators for product capabilities
  • Identify delivery, operational, and regulatory risks and develop mitigation strategies
  • Ensure solutions meet business, regulatory, resiliency, and operational expectations
  • Support production incidents, escalations, and continuous improvement initiatives
  • Drive release planning and execution across multiple teams and stakeholder groups

What you have

Required Qualifications

  • 8+ years of experience in Product Management, with demonstrated ownership of complex digital or platform products
  • Strong trading domain knowledge (e.g., order lifecycle, execution, allocations, compliance, advisor or client trading workflows)
  • Proven experience delivering products using Agile / Scrum methodologies
  • Exposure to AI‑enabled features or data‑driven product capabilities
  • Ability to lead without authority in a highly matrixed organization
  • Strong analytical, communication, and stakeholder‑management skills
  • Experience writing detailed requirements, user stories, and acceptance criteria

Preferred Qualifications

  • Experience with wealth management, advisory, or brokerage platforms
  • Experience building or modernizing API‑driven platforms and integrations
  • Familiarity with large‑scale transformation initiatives and legacy platform modernization
  • Experience with Order Management Systems, trade allocation, rebalancing

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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