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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).

The Advisor Services division supports registered investment advisors (RIAs) with market-leading custody, trading, technology and practice management tools. The Digital Advisor Solutions (DAS) team within Advisor Services leads digital product development and B2B technology strategy for our Schwab Advisor Center platform, third-party developer API offerings, and internal rep platforms. Schwab is the leading provider of custody services in the RIA market and provides access to sophisticated wealth-management services that help RIAs attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts. Schwab serves approximately 15,000 RIA businesses. Our RIA clients manage over $4 trillion of assets in accounts at Schwab.

What** **you’ll** **do:

As a Sr. Manager, Digital Product Management (individual contributor) on this team, you will lead our Early Access (EA) pilot program for new features under development. The EA program ensures that we get real-world user testing on digital enhancements before we release products to all customers and stakeholders. Your responsibilities will include:

+ Continue to refine the structure of the EA program to deliver a streamlined, scalable, and consistent experience for internal partners and advisors

+ Facilitate the project intake process, and forecast and plan resource needs across partner teams

+ Plan and develop communications to support executing the pilot at the various stages of the program, including advisor-facing emails, internal-facing presentations on the feature, etc.

+ Partner with Digital Product Managers, Customer Experience leads, Marketing, Operations, and Service teams to align on the target audience for the pilot group, targeted measures of success and measurement approaches, timing, and key communications messages

+ Develop a deep understanding of our customers and products, and applying this knowledge in daily decisions

+ Articulate our EA strategy, progress, and outcomes to stakeholders

What you have

Required Qualifications:

+ 3+ years of experience in marketing, product management/development, or a project management role

+ Extremely strong organizational and project management skills - Able to juggle small tasks on a daily basis for 5-10 projects that are approximately 3 months in duration. Able to drive progress and accountability across multiple stakeholders and team members

+ Very strong writing and communication skills – Able to write email copy, professionally respond to advisor questions over email, develop power point presentations on key features as well as to represent the program as a whole

+ Problem-solving & analytical skills –Able to collect and analyze information, problem-solve, and make decisions through data

+ Strong relationship-management skills – Able to foster connections across different parts of the organization to drive a well-rounded implementation strategy

+ Persuasive communicator with strong presentation and meeting management skills - Adept at PowerPoint, good at framing and telling a logical story, effective in facilitating dialog with stakeholders and driving meetings to concrete outcomes

+ Self-starter and curious – Able to learn quickly about the various areas of our technology platform and aspects of Schwab’s business serving RIAs

Preferred Qualifications:

+ Familiarity with basic market research principals

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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.