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Your opportunity

Charles Schwab's Retail Onboarding, Activation & Growth team manages the new client digital experience and is responsible for the enterprise platform that delivers this at scale. We are obsessed with solving customer needs, and collaborate with design,

business, and technology partners across the enterprise to build digital experiences that

our clients are passionate about.

We are looking for a product and customer champion to help us craft the future of Schwab’s digital platforms focused on onboarding and digital account open. We are on a journey to build the future of financial services. We help our retail clients plan for their future, and they are enthusiastic about the tools and experiences we provide.

Working hand in hand with an agile scrum team, the Product Manager manages user story creation, prioritization, grooming, UAT, and oversight for top digital client experience as well as the primary point of contact for all production bugs and client escalations across the website and retail application. The Product Manager must be a client advocate, understanding client personas and associated needs, clearly define questions for UX Research, and understand impacts of UX Design options. The ability to quickly learn complex technical systems and think outside the box when problem solving is critical to meeting the dynamic demands of the business.

You will be responsible for strategic vision and technical execution of our

platform and cross-enterprise experiences.

You will translate product vision into specific deliverables and ensure rigor in

execution and attention to detail by effectively managing the product backlog.

You will effectively lead a development scrum team toward key objectives and

results.

You will be at the forefront of evolving the way we work across teams and the

company by practicing design thinking, outcome-orientation, data driven

decision making, and product experimentation.

You will frame challenges as problems that are solved through critical thinking

and collaboration.

You will focus on business impact and produce actionable recommendations

informed by high quality data analysis and metrics.

You will build key relationships, effectively lead a development scrum team, and

influence teams across the enterprise to drive scale and deliver shared

outcomes.

You will be accountable for discovery and developing the client experience

requirements.

You will prioritize work through opportunity validation and stakeholder

consensus building.

You will develop an implementation plan by collaborating with a team to

determine technical feasibility and sequencing dependencies.

You will lead the generation of innovative ideas based on market analytics and

interactions with stakeholders, clients, and prospects.

You will champion Agile methodologies in daily stand-up meetings, sprint

planning sessions, backlog prioritization, user story preparation and demos.

You will work cross-functionally with technical, design, business, and compliance

counterparts to define product release requirements and investigate production

issues as they arise.

You will deeply understand the backend architecture associated with your

experiences.

You will lead data analysis, leveraging Adobe Analytics and Splunk.

What you have

Prior experience as an Agile Product Owner or leading scrum teams with a deep

understanding of agile methodologies and outcome driven roadmaps.

Strong digital product management skills, experience with enterprise platforms,

and demonstrated ability to synthesize qualitative and quantitative data from

multiple sources.

Strong knowledge base and experience developing or managing digital

experiences, coupled with knowledge of the underlying technology, both current

and emerging.

Skilled at working cross-functionally with technology, service, marketing, and

product teams to design, develop and launch a complex digital experience.

Expert listening skills with the demonstrated ability to understand and refine the

business intent behind stated requirements.

High emotional intelligence to embody our ‘through the client’s eyes’ mindset

and ability to lead people through challenging projects and initiatives.

Curiosity, a can-do attitude, and the ability to learn quickly and thrive in a

complex, dynamic environment.

Self-starter with outstanding organizational skills and ability to track multiple

projects (3-4) in parallel with minimal direction.

Experience working in a large organization with many stakeholders.

Effective relationship builder - ability to partner cross-functionally and work

effectively with various personality types at all levels of the organization.

Superior communication skills, able to communicate complex messages and

trade-offs and tell a compelling story.

Good understanding and/or experience with financial services regulations is a

plus.

Experience with digital analytics; Adobe Analytics experience preferred.

Technical/Functional Qualifications:

3-5 years agile scrum experience

6 months to 1 year of Schwab domain technology experience as a current or recent contractor or employee

3-5 years digital Product Ownership experience

3-5 years experience in a financial or fintech firm

Experience with responsive web and mobile app development

Experience with Jira and Confluence applications

Experience with Adobe Analytics preferred

Bachelor’s degree required

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 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.