Your OpportunityAt Schwab, you’ll have the opportunity to shape digital experiences that help transform how independent advisors serve their clients.
The Advisor Services division supports registered investment advisors (RIAs) with custody, trading, technology, and practice management tools. Within this organization, the Advisor Core Digital Solutions team leads digital product development and technology strategy for Schwab Advisor Center (SAC), third-party API offerings, and internal advisor platforms.
We are seeking a Senior Digital Product Manager to join the SAC Client Experience team. In this role, you will lead the discovery, design, and delivery of digital solutions that improve the experience advisors have on the Schwab Advisor Center platform. You will work closely with engineering, user experience, operations, risk, compliance, and business stakeholders to bring impactful products and enhancements to market.
This is an excellent opportunity for a product leader who enjoys solving complex problems, influencing strategy, and delivering innovative digital experiences. You will play a key role in defining product priorities, driving execution, and helping advisors work more efficiently so they can better serve their clients.
What You'll Do
- Lead product discovery efforts to identify customer needs, define business problems, and translate opportunities into actionable product requirements, user stories, and acceptance criteria.
- Partner with engineering and UX teams to design, build, and launch intuitive digital experiences that improve advisor workflows and satisfaction.
- Prioritize product roadmaps and high-impact initiatives, ensuring development teams remain focused on delivering the greatest business value.
- Collaborate across product, operations, risk, legal, compliance, and go-to-market teams to deliver scalable, compliant, and client-centered solutions.
- Use customer insights, usability research, data analysis, and industry trends to identify opportunities for innovation and continuous improvement.
- Support Agile delivery practices, including planning, refinement, reviews, and continuous improvement activities.
- Drive issue resolution and product enhancements through root cause analysis, cross-functional collaboration, and ongoing optimization efforts.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s).
Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.
What you have
Required Qualifications:
- 5+ years of experience in digital product management, product development, or a related discipline.
- Bachelor's degree
- Demonstrated ability to lead product initiatives from discovery through delivery and adoption.
- Strong understanding of Agile product development methodologies, including experience writing user stories, defining acceptance criteria, and partnering with scrum teams.
- Experience evaluating customer needs, analyzing data, and translating insights into product solutions.
- AI-first product mindset, with an interest in applying generative AI and intelligent automation capabilities to improve user experiences and business outcomes.
- Strong technology acumen with an understanding of software development lifecycles, digital platforms, and product delivery processes.
- Proven ability to manage multiple priorities and drive alignment across diverse stakeholder groups.
- Excellent written, verbal, and presentation skills, including the ability to communicate effectively with technical and non-technical audiences.
- Strong analytical, problem-solving, and decision-making capabilities.
- Demonstrated success building relationships and influencing cross-functional teams in a matrixed environment.
- Ability to navigate ambiguity, exercise sound judgment, and deliver results in a fast-paced environment.
Preferred Qualifications:
- Financial Services industry experience
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
