Charles Schwab

Senior Product Owner / Product Manger

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

Qualifications

  • 7+ years in Product Management or Agile delivery roles
  • Proven product backlog management in Agile environments
  • Strong skills in writing user stories and gathering requirements
  • Experience with customer-facing web and mobile applications
  • Ability to balance strategic planning with execution
  • Collaboration experience with engineers, architects, and UX professionals
  • Strong communication and relationship-building abilities

Responsibilities

  • Own and prioritize the Agile team backlog based on customer needs
  • Develop clear user stories and acceptance criteria for engineering
  • Collaborate with cross-functional teams to deliver high-quality digital experiences
  • Support initiatives like participant dashboard modernization
  • Participate in discovery efforts to identify customer needs and opportunities
  • Gather feedback from clients and vendor partners to inform product decisions
  • Lead Agile ceremonies to ensure predictable delivery and healthy backlogs
  • Monitor product performance and identify future enhancements

Benefits

  • Opportunities for professional growth and development
  • Collaborative and innovative work environment
  • Access to advanced technology tools and resources
  • Participation in cross-functional teams
  • Flexible work arrangements
  • Health and wellness programs
  • Employee discounts and retirement plan options
Full Job Description
Your Opportunity

Job Summary

Schwab Retirement Technologies is seeking an experienced Senior Product Owner / Product Manager to help shape and deliver digital experiences for retirement plan participants, sponsors, and advisors. This role will play a key part in advancing our participant web and mobile platforms, including modernization of the participant dashboard and ongoing mobile application enhancements.

The Product Owner will partner closely with engineering, UX, architecture, and business stakeholders to define priorities, manage the product backlog, and translate customer and business needs into actionable user stories. The successful candidate will balance strategic thinking with execution, ensuring Agile teams are focused on delivering high-value solutions while identifying future opportunities to improve the participant experience.

What You'll Do

  • Own, prioritize, and maintain the Agile team backlog, ensuring work is aligned to customer needs, business objectives, and product strategy.
  • Develop and refine user stories and acceptance criteria that provide clear direction to engineering and QA teams.
  • Partner with engineers, architects, UX designers, and Scrum Masters to deliver high-quality web and mobile experiences.
  • Support key initiatives including participant dashboard modernization and continued enhancement of the participant mobile application.
  • Participate in discovery efforts to better understand customer needs, pain points, and opportunities for innovation.
  • Collaborate with clients, participants, and vendor partners to gather feedback and incorporate insights into product decisions.
  • Lead backlog refinement, sprint planning, and other Agile ceremonies while helping ensure predictable delivery and strong backlog health.
  • Monitor product performance and proactively identify future enhancements that improve the overall participant experience.
What you have

Required Qualifications

  • 7+ years of Product Owner, Product Management, Business Analysis, or related Agile delivery experience.
  • Proven experience managing and prioritizing product backlogs in Agile environments.
  • Strong user story writing, requirements gathering, and backlog refinement skills.
  • Experience delivering customer-facing digital products, including web or mobile applications.
  • Demonstrated ability to balance strategic roadmap planning with day-to-day execution responsibilities.
  • Experience partnering closely with software engineers, architects, UX professionals, and QA teams throughout the product lifecycle.
  • Strong communication and relationship-building skills with the ability to influence decisions without direct authority.
  • Experience working in cross-functional environments where collaboration, ownership, and customer focus are critical to success.
  • Ability to quickly learn complex business domains and translate customer and business needs into product outcomes.

Preferred Qualifications

  • Experience in financial services, retirement services, brokerage, fintech, or other regulated industries.
  • Knowledge of retirement recordkeeping, defined contribution plans, or 401(k) administration.
  • Experience supporting participant-facing or customer-facing digital experiences.
  • Experience working with mobile applications and responsive web platforms.
  • Familiarity with Agile frameworks such as SAFe and participation in PI Planning activities.
  • Experience collaborating with third-party vendors and external technology partners.
  • Understanding of customer journey mapping, digital experience design, and usability best practices.
  • Experience using tools such as Jira, Confluence, Rally, and Figma.
  • Demonstrated success owning products through modernization, transformation, or digital enhancement initiatives.

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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