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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.

This is a role within Client Reporting and responsible for product platforms such as brokerage statements, trade confirmations and trade confirmation reports. These products serve as critical touch points for our clients, provide information regarding their account portfolios and transactions, while also providing a great opportunity to directly impact the client experience, satisfaction, and loyalty, while supporting the strategic growth of the firm. The team supports all of Schwab’s business enterprises and works with a wide range of internal stakeholders.

The Manager, Digital Product Management role will serve as a Product Owner of Client Reporting platform applications. The Product Owner will deliver firm value by partnering with Product Management, business partners and Technology teams to execute on platform vision and strategic roadmap. This role involves participation in product discovery, design, client experience, requirement development, feature prioritization, scrum ceremonies, testing and release validation activities. The Product Owner requires a mix of business and technical knowledge and should possess a good understanding of the securities industry, product development life cycle, software development life cycle and agile practices.

Responsibilities include, but are not limited to:

+ Responsible for ensuring technical execution across platforms and cross-enterprise experiences.

+ Create and maintain documentation and artifacts to keep stakeholders aligned on requirements, progress, dependencies, and decisions.

+ Translate requirements into epics and user stories and prepare for ongoing Program Increment (PI) Planning.

+ Maximize scrum team efficiency by identifying and managing dependencies and bottlenecks, and ensure features meet specifications through comprehensive testing and confirmation of "development done."

+ Act as a Product and Client Ambassador during scrum activities, ensuring the team delivers on product and business requirements.

+ Leverage platform expertise to identify opportunities, define problems, and design effective solutions while sharing knowledge with stakeholders.

+ Adapt to shifting priorities and manage multiple tasks, collaborating closely with Product Owners, Product Managers, and Technology teams to prioritize initiatives.

+ Facilitate meetings with stakeholders to discover, refine, and deliver on product requirements.

+ Build and maintain strong relationships with stakeholders, effectively establishing trust and credibility.

+ Create compelling visual layouts, frameworks, summaries and mockups of financial reporting documents using design thinking principles.

+ Lead go-to-market strategies, stakeholder communications, and serve as subject matter expert for research and escalation resolution for client and service inquiries.

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).

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

+ Bachelor’s degree required.

+ 5+ years of experience in digital product management.

+ 3+ years of Agile training and knowledge of JIRA and Confluence

+ 3+ years of experience working with technology scrum/project teams.

+ Subject-matter expert (SME): Possess a general understanding of Schwab’s businesses, firm priorities, and end-users including relevant domains, products, and journeys and SME on your platform and industry to drive client service, rep experience, healthy platforms, and delivery excellence.

Preferred Qualifications:

+ Post graduate degree is a plus.

+ FINRA Series 7 or 99 a plus.

+ Excellent oral and written communications skills with internal and external customers.

+ Experience in the various facets of testing; test documentation, execution, and supporting others through the testing life cycle.

+ Experience in business requirement definition and documentation.

+ Ability to effectively manage and lead projects within a cross functional project team (internal and external technology, operations, product, and business organizations)

+ Experience in the financial services industry and/or regulatory communication preferred.

+ Experience with any of the following tools and systems; Confluence, SharePoint, SQL, Opentext Exstream, JIRA, IBM Mainframe, Adobe suite.

+ Experience writing queries and extracting reporting from data warehouses and tableau.

+ Expert usage of Excel, Word, PowerPoint and Visio and creating stakeholder presentations

+ Self-starter with outstanding organizational skills.

+ Experience working in a large organization with many stakeholders.

+ Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic.

+ Able to communicate at the tactical level (status updates), and able to articulate a complex task or analysis to individuals at all levels of the company.

+ Good understanding of the product development lifecycle and agile practices to build exceptional experiences on a healthy and scalable platform.

+ Skilled in working with a cross-functional team, balancing trade-offs and re-prioritization as needed. Strong interpersonal skills, emotional maturity and sound decision-making capabilities.

+ Experience with project planning, dependencies management, and business analysis. Able to define use cases and business logic within user stories.

+ Good Influencing skills to be a partner who openly shares opinions and challenges the status quo to influence direction and solve problems to deliver the best platform capabilities.

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 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.