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Your opportunity

Our Opportunity:

Charles Schwab’s Digital Retail organization is responsible for delivering innovative, best-in-class digital solutions. We are on a journey to build the future of financial services. We are obsessed with solving customer needs. We want every interaction to be simple and easy. We organize cross functional teams around solving customer problems and strive to build software experiences our users love. We leverage a product development methodology that focuses on client-centricity and reducing time to market. The model is insights-driven and focuses on rapid iterations to drive innovation and transformation. Ideal candidates enjoy fast-paced environments and embrace change.

We are looking for a strong candidate who is data centric and has experience as both a Digital/Technical Product Manager and Business Analyst to help us craft the future of Schwab’s Retirement Journey, specifically the Required Minimum Distribution (RMD) experience. The Required Minimum Distribution (RMD) experience provides a simple digital pathway for clients to understand their RMD obligation, receive their RMD status, and take retirement distributions online. In this role you will create an intuitive experience working with a cross-functional delivery team comprised of business stakeholders, user experience, client experience, product, data/analytics, and engineering.

Are you interested in shaping the product roadmap and vision that impact millions of users? Are you obsessed with solving customer needs and passionate about the full end to end client experience? Are you a systems-level thinker that cares about the details? We would love to talk to you about this role!

What you’ll do:

The Senior Product Manager will:

+ Become a subject matter expert in retirement distribution and RMDs.

+ Thrive in a fast-paced environment, navigate complex challenges, and deliver consistent results.

+ Quickly get up to speed on the capabilities of the existing product. Develop a deep understanding of the system architecture.

+ Build partnerships and collaborate with cross-functional teams across retirement product, legal/risk/compliance, service/operations, UX design/research, engineering, data/analytics, and digital product.

+ Promote to the product vision and strategy. Support the product vision, align it to business goals, and create a roadmap for execution.

+ Contribute to the product development process across discovery, delivery, and measurement.

+ Drive product discoveryand business analysis, including translating client needs into detailed requirements. Prepare Product Requirement Documents (PRDs), process maps, and use case models

+ Prioritize and manage the product backlog for a backend development team.

+ Support delivery as a product manager in an agile environment. Participate in scrum ceremonies including daily stand-up, backlog refinement, sprint planning, sprint reviews, and retros.

+ Work with client experience liaisons to define and execute go-to-market strategies.

+ Partner with technical counterparts to define product releases and investigate production issues.

+ Define and track Objectives and Key Results (OKRs) to measure product success.

+ Leverage research and data to gain user insights, inform product decisions, and identify opportunities for product enhancements

What you have

Required Skills and Experience:

+ Product Management: Strong product and business analysis skills. Proven track record across product strategy, discovery, delivery, and measurement. Track record of delivering results through successful digital products.

+ 1-2 years of Schwab technology domain experience as a current or recent contractor or employee

+ Data-Driven Decision Making: Demonstrated ability to instrument products to collect data, leverage user research, and synthesize insights to inform product decisions.

+ Collaboration and Communication: Effective relationship-building skills, ability to collaborate cross-functionally, and strong communication skills to drive alignment.

+ Client Focus: Ability to understand user needs through research and build products that solve real problems. Passion for digital innovation, commitment to superb client experience, and experience with digital client journeys.

+ Agile Development: Experience working in cross-functional scrum teams, prioritizing backlogs, defining requirements, and ensuring timely delivery of high-quality features.

+ Technical Proficiency: Experience with digital product development, including understanding how digital products work and how they integrate into the Schwab ecosystem.

+ Financial Services Background: Understanding of financial services regulations, specifically experience around Retirement and Move Money digital experiences at Charles Schwab.

+ Preferred Skills and Experience:

+ Experimentation: Experience with experiment-driven product development, developing and testing hypotheses, and quickly learning from data.

+ Technical Skills: Experience with SQL, writing user stories in Gherkin language, and working in a regulated environment with legal and compliance considerations.

+ Experience with MS Project, Visio, Word, Teams, Excel, PowerPoint, JIRA, Confluence, Tableau, Adobe Analytics, Splunk, A/B Testing platforms.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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 plan

+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

+ Paid parental leave and family building benefits

+ Tuition reimbursement

+ Health, dental, and vision insurance

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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 plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.