About this role
Pay range: USD $105,600.00 - $175,000.00 / Year
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
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.
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 prioritizationPartner with Product Managers and business leaders to define product strategy and measurable business outcomesEvaluate business opportunities, client needs, market trends, and operational challenges to shape future platform capabilitiesDevelop business cases and recommendations that drive executive decision-making Product Ownership & Execution
Lead backlog strategy and prioritization across one or more Agile teamsDefine and communicate product requirements, business rules, workflows, and acceptance criteriaDrive execution from discovery through delivery, implementation, and production stabilizationEnsure alignment between roadmap commitments, business objectives, and engineering capacityServe 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 capabilitiesLead design and implementation of platform capabilities supporting discretionary and advised investment solutionsPartner with architecture and engineering teams to define scalable, API-first platform capabilities and integration patternsDrive 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 organizationsFacilitate alignment across multiple delivery teams and business functions to resolve competing priorities and dependenciesCommunicate product strategy, roadmap progress, risks, and tradeoffs to leadership audiencesBuild consensus and drive decisions in highly matrixed environments Delivery, Risk & Governance
Establish success metrics and performance indicators for product capabilitiesIdentify delivery, operational, and regulatory risks and develop mitigation strategiesEnsure solutions meet business, regulatory, resiliency, and operational expectationsSupport production incidents, escalations, and continuous improvement initiativesDrive 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 productsStrong trading domain knowledge (e.g., order lifecycle, execution, allocations, compliance, advisor or client trading workflows)Proven experience delivering products using Agile / Scrum methodologiesExposure to AI-enabled features or data-driven product capabilitiesAbility to lead without authority in a highly matrixed organizationStrong analytical, communication, and stakeholder-management skillsExperience writing detailed requirements, user stories, and acceptance criteria Preferred Qualifications
Experience with wealth management, advisory, or brokerage platformsExperience building or modernizing API-driven platforms and integrationsFamiliarity with large-scale transformation initiatives and legacy platform modernizationExperience with Order Management Systems, trade allocation, rebalancing In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance