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Senior Digital Product Manager, Digital Advice Experiences

Charles Schwab

This is a Full-time position in Austin, TX posted September 1, 2021.

**Your Opportunity**The Digital Advice and Planning team is responsible for a range of digital products that help investors and Schwab employees with various aspects of wealth management.

This includes Schwab’s robo-advice (Schwab Intelligent Portfolios), financial planning, and the innovation of new managed and advice experiences for clients.

Our mission is to craft and optimize the combination of services, products, and tools to deliver an experience that exceeds clients’ expectations.

To do this, we work with partners and delivery organizations to ensure key processes / interactions are designed and executed smoothly.

We also handle tradeoff decisions and priorities to enhance the overall client experience and drive revenue growth.We work, think and approach problems differently than your traditional financial services firm, and we drive to change both how Schwab operates and how the industry serves investors.**What you are good at**The Senior Product Manager acts as a leader and will work cross-functionally with Product Managers from other Schwab business units, Technology, Legal, Compliance and UX Design teams.?

The candidate will work with our offer management team and various technology partners to deliver cohesive and personalized digital advice experiences, including Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium?This role requires the passion to understand complex partnerships, build long-term relationships across the organization and negotiate creative solutions to deliver quickly on client experience objectives.??Efforts are broad in scope and require creativity and world-class strategic thinking, as well as strong product management and leadership skills.

The successful candidate must be energetic and enthusiastic about innovation and also have experience with financial services.

They will be self-motivated, results oriented and able to independently lead major strategic initiatives.

Strong client-focus is a must.?Senior Product Managers interact with members of Schwab’s leadership team.?

Projects are focused on driving growth and operating leverage for Schwab, while delivering great digital experiences and better outcomes for investors and advisors.?

In this role, you will be part of an organization leading Schwab’s digital transformation in the fast-paced digital landscape of financial services.?

You will have the opportunity to apply your strong critical thinking skills and aptitude to become expert in understanding the needs of clients and advisors and defining best-in-class digital experiences to address these needs.??You will partner with teams across multiple functions to develop a cohesive product strategy and product roadmap with a keen focus on defining business outcomes and successful criteria measurement.

You will manage and prioritize a backlog of?features across multiple technology scrum teams: writing user stories, refining the backlog, creating experiences with User Experience partners, and overseeing the QA and User Acceptance Testing process**What you have**
• Proven track record of building complex relationships and partnerships that generate high value
• 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 project deliverables with minimal direction
• Strong analytical and creative problem-solving skills
• Ability to make decisions and progress in the face of ambiguous and at times overlapping priorities; i.e.

Managing to fixed scope and date scenarios
• Highly developed communication and presentations skills with a superior ability to effectively communicate and present complex concepts and issues to leadership teams in a highly compelling, persuasive, fact-based manner.
• Highly skilled at working cross functionally with technology, service, and product teams to create, implement and evolve our reporting solutions offering tangible, measureable client results.
• Strong digital product management skills including experience with design thinking and client journeys
• Experience in Agile development practices leading multiple teams as Product Owner
• Experience in project management and managing multiple projects concurrently a plus
• Experience with Jira Atlassian solutions a plus
• Experience with financial planning systems and software is a plus
• Experience with Salesforce is a plus
• Securities Industry Essentials (SIE) exam required within 6 months of hire
• Bachelor degree required, MBA is a plus**Why work for us?**Own Your Tomorrow embodies everything we do!

We are committed to helping our employees ignite their potential and achieve their dreams.

Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow.

We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.

Explore further (https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf) .Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

Please click here (https://www.aboutschwab.com/EEO) to see the policy.Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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 applicantaccessibility@schwab.com or call 800-275-1281 (tel:800-275-1281) .TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer.

At TD Ameritrade we believe People Matter.

We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.Why work for us?Own Your Tomorrow embodies everything we do!

We are committed to helping our employees ignite their potential and achieve their dreams.

Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow.

We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.

Explore further (https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf).Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

Please click here (https://www.aboutschwab.com/EEO) to see the policy.Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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 applicantaccessibility@schwab.com or call 800-275-1281.TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer.

At TD Ameritrade we believe People Matter.

We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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