Charles Schwab

Senior Product Owner - Transaction Posting System

Charles Schwab • $110K — $130K *
Southlake, TX 76092In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 6+ years in product ownership, business analysis, or tech delivery roles
  • Proven leadership in UAT cycles and defect triage
  • Strong technical background in system design and integrations
  • Deep knowledge of trading and brokerage operations
  • Experienced in managing stories through production in large product organizations
  • Proficient with Agile tools like Jira and Confluence
  • Expertise in writing user stories and acceptance criteria

Responsibilities

  • Own and prioritize the product backlog for engineering teams
  • Write clear user stories and acceptance criteria for development
  • Partner with engineering and QA during all Agile ceremonies
  • Serve as the decision-maker for scope and requirement clarifications
  • Lead User Acceptance Testing and defect management
  • Translate complex business flows into actionable requirements
  • Champion AI-driven tools within the development cycle

Benefits

  • Opportunity for career growth within a large organization
  • Exposure to cutting-edge AI-driven technologies
  • Collaborative team environment with Agile practices
  • Access to comprehensive technical resources and training
  • Flexibility to work in a fast-paced setting
  • Engagement with multiple teams and stakeholders across the organization
Full Job Description
Trading Application Platform Strategy and Support (TAPSS) group serves as the critical connective layer between Schwab's trading business and technology organizations. Within TAPSS, the Posting Product Team is one of our largest and most mission-critical product groups, responsible for the accurate, timely, and resilient posting of trading activity across Schwab's brokerage ecosystem.

The Senior Product Owner, Transaction Posting System is a hands-on, technically fluent Product Owner who lives inside the sprint - grooming the backlog, writing stories, clarifying requirements in real time, partnering through development, driving UAT, and helping engineering resolve issues quickly. This role is the daily bridge between business stakeholders and engineering teams and will play a central role as team pivots toward an AI-Driven Development Life Cycle (AIDLC) operating model.

Key Responsibilities

This Product Owner will serve as the day-to-day voice of the business inside the scrum teams, ensuring every sprint delivers clear, correct, and valuable outcomes. The role is deeply engaged in the mechanics of Agile delivery - backlog, stories, refinement, sprint execution, UAT, defect triage, and release readiness - while also connecting across the broader product group to keep work aligned. The Senior Product Owner will:
  • Own and continuously groom the product backlog, keeping it prioritized, refined, and at least 2 sprints ready for engineering
  • Write clear, well-structured user stories, acceptance criteria, technical enablers, and definition-of-done that engineering teams can execute against without ambiguity
  • Partner daily with engineering, QA, architecture, and SRE teams through sprint planning, backlog refinement, standups, demos, retrospectives, and release readiness reviews
  • Serve as the go-to decision-maker for scope, requirement clarifications, and trade-offs during the sprint - available to unblock the team in real time
  • Lead and coordinate User Acceptance Testing (UAT), including test planning, scenario design, coordination with business testers, defect triage, sign-off, and readiness for production release
  • Triage defects and production issues, work with engineering to reproduce and resolve, prioritize fixes against roadmap work, and communicate status back to stakeholders
  • Translate complex trading, clearing, settlement, and posting business flows into clear requirements and stories, ensuring engineering teams understand the "why" behind the "what"
  • Partner with business stakeholders, operations, downstream consumers, and upstream feeders to gather requirements, validate designs, walk through mockups/flows, and confirm outcomes
  • Coordinate across the broader product group - a large, multi-team organization - to align on shared dependencies, sequencing, integration points, and cross-team stories
  • Champion practical and responsible use of GitHub Copilot, Microsoft 365 Copilot, and other approved AI-enabled tools across the SDLC - story authoring, acceptance criteria generation, test case creation, documentation, defect analysis, and release notes - while validating outputs for accuracy and appropriateness
  • Help lead the team's adoption of AIDLC (AI-Driven Development Life Cycle) practices, partnering with engineering to embed AI-enabled tooling into requirements, development, testing, and support workflows
  • Maintain product documentation, decision logs, and knowledge artifacts in Confluence/SharePoint so the team, partners, and downstream consumers have a single source of truth
  • Drive things to done - remove ambiguity, force decisions, escalate blockers, and hold the line on sprint commitments and quality


What you have

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

Required Qualifications:
  • Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now nor in the future
  • 6+ years of experience in product ownership, business analysis, application development, or related technology delivery roles
  • Demonstrated experience leading UAT cycles - planning, coordinating business testers, triaging defects, and driving sign-off and release readiness
  • Strong technology background - prior experience as a developer, engineer, architect, QA, or deeply technical BA/PO - with the ability to engage credibly in system design, APIs, data, and integrations
  • Demonstrated business and domain knowledge of trading, brokerage operations, post-trade processing, transaction posting, clearing, or settlement
  • Proven track record of driving stories from concept through production in a large, multi-team product organization
  • Strong story-writing and acceptance-criteria discipline, backlog grooming rigor, and sprint execution ownership
  • Experience partnering with engineering to triage and resolve defects and production issues
  • Proficiency with Jira, Confluence, Rally, or equivalent Agile delivery tooling
  • Proficiency with Microsoft Office, Teams, SharePoint, Excel, PowerPoint, Word, and Outlook

Preferred Qualifications:
  • Bachelor's degree/master's degree in computer science, Engineering, Finance, or equivalent work experience
  • Hands-on experience applying AIDLC (AI-Driven Development Life Cycle) practices.
  • Knowledge of crypto trading, digital assets, or crypto books-and-records is a strong plus - as there will be cross domain intersections within books and records, crypto books and records, and posting.
  • Experience with Schwab (or comparable brokerage) trading platforms, transaction posting systems, books-and-records, or downstream trading consumers
  • Experience with SQL, APIs, message-based integrations, or reading logs to support requirements and defect triage
  • Familiarity with CI/CD, test automation, and observability practices as they relate to Product Owner responsibilities
  • Experience working across large product groups with multiple scrum teams, shared services, and platform dependencies
  • Exceptional stakeholder management and influencing skills, with the ability to align engineers, business partners, and senior leaders around shared priorities and decisions
  • Demonstrated ability to simplify complex technical and business trade-offs and drive decisions in ambiguous, fast-moving environments

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
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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