Charles Schwab

Sr. Manager, Digital Product Manager

Charles Schwab • $110K — $130K *
Orlando, FL 32828In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years as a Product Owner or in digital product management, delivering complex technology solutions
  • Hands-on experience with APIs: defining requirements and supporting integrations
  • Direct experience with Schwab Advisor Center capabilities is preferred
  • Proficiency in managing product backlogs and driving agile execution
  • Strong analytical skills using data and insights for product decisions
  • Excellent stakeholder management and communication abilities
  • Skillful in presenting product plans and updates clearly
  • Experience developing product metrics to communicate value
  • Bachelor's degree required

Responsibilities

  • Contribute to and execute the MCP product vision and roadmap
  • Develop a deep understanding of Schwab Advisor Center and API offerings
  • Lead product discovery and validation with RIAs and fintech partners
  • Define and track platform success metrics, reporting to stakeholders
  • Partner with engineering to balance innovation and operational excellence
  • Serve as a subject matter expert on API capabilities and Advisor Center features
  • Champion feedback to enhance user experience and business impact
  • Collaborate cross-functionally to align product decisions with priorities

Benefits

  • In-office collaboration emphasized
  • Candidates must be authorized to work in the U.S. without sponsorship
  • Opportunity for bonus or incentives
Full Job Description
Your Opportunity

Schwab Advisor Services is building an MCP (Model Context Platform) server that can support both internal and external needs.  The MCP team will be responsible for developing a strategic roadmap with input from key stakeholders, advisors, and third parties and executing the vision.

 

What you’ll do:

  • Contribute to and execute the product vision, strategy, and roadmap for MCP by translating business outcomes and advisor needs into clearly defined, prioritized product increments and backlog items
  • Develop a deep understanding of Schwab Advisor Center's current capabilities and/or API offerings; evaluate internal and partner roadmaps for AI on platform to inform and evolve our MCP offering
  • Lead product discovery and validation efforts with RIAs, internal business partners, and fintech providers to identify and prioritize high-value workflow use cases.
  • Define, track, and communicate platform and product success metrics; report on roadmap progress, adoption trends, and outcomes to the Director and relevant stakeholders
  • Partner with engineering teams to deliver scalable, secure, and resilient platform capabilities while balancing innovation, technical feasibility, risk management, and operational excellence
  • Serve as a subject matter expert on Schwab's API capabilities and Schwab Advisor Center features, helping the team and stakeholders understand platform dependencies and integration opportunities
  • Champion advisor and partner feedback, continuously evaluating market opportunities, platform performance, and enhancement priorities to improve user experience and business impact
  • Collaborate cross-functionally with design, engineering, compliance, and business teams to ensure product decisions are well-informed and aligned with enterprise priorities

We Believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 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 Experience & Skills:

  • 5+ years of experience as a Product Owner or in digital product management, with a demonstrated ability to deliver complex technology and business solutions
  • Hands-on experience working with APIs, including defining API requirements, supporting integrations, or delivering API-oriented products
  • Direct experience with Schwab Advisor Center capabilities and advisor workflows preferred
  • Proven ability to manage and prioritize a product backlog, write clear user stories and acceptance criteria, and drive sprint execution in an agile environment
  • Strong analytical and problem-solving skills, with experience using data, customer insights, and market feedback to guide product decisions and measure success
  • Effective stakeholder management and communication skills, with the ability to synthesize input from diverse partners and align teams around shared priorities
  • Excellent written and verbal communication skills, including the ability to present product plans, progress updates, and business cases clearly to internal audiences
  • Experience developing product metrics and adoption frameworks to measure and communicate product value
  • Bachelor's degree required;

Preferred Qualifications:

  • Experience with MCP, platform, or workflow-orchestration products that serve multiple customer segments or partner ecosystems
  • Familiarity with fintech or financial services technology platforms

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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