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Sr. Digital Product Manager

Charles Schwab

This is a Full-time position in Westlake, TX posted August 20, 2021.

Your Opportunity The Digital Advice and Planning Team is responsible for defining the client experience of Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™ driving growth of the products and managing the daily execution of the product offering.

In addition, our team is responsible for the Financial Planning experience of our clients as well as the tools for our Investment Consultants to support our clients through their financial journey.

Our purpose is to expand access to quality investment advice through scalable solutions, reaching a much wider range of investors than ever before.

Within the Digital Advice and Planning team, the Platform Operations & Planning team drives optimal health and prevents risk across our channels and platforms by ensuring operational alignment and efficiency through governance, business planning, and process improvements.

The Sr.

Manager will set and manage the business plan across the Digital Advice & Planning team, managing routines and processes to ensure channels are governed appropriately and in a way that supports data driven decision making.

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 and advisers.

In this role, you will leverage your skills to work with leaders from across the enterprise to ensure the digital platform of features is built in orchestration to ensure the best client experience.

Members of the team who are highly successful demonstrate the ability to think creatively, develop recommendations that are data driven/fact-based, deliver results in a matrixed organization and have the flexibility and maturity to handle various situations.

This role is for individuals with a bias for action and the ability to overcome obstacles to successfully execute on multiple projects simultaneously.

The manager must be detail and action oriented to be successful.

What you are good at * Run and plan our governance model and routines* Ensure operational alignment, including prioritization, capacity, and financial impacts to on-going efforts* Help manage the platform operating model activities* Execute on many items in a deadline-driven environment* Build and foster strong partnerships with key stakeholders and third parties* Collaborate with cross-functional partners on system or process improvements to elevate product health* Work to create the awareness of processes and procedures to ensure change is communicated across multiple lines of business* Champion Agile methodologies What you have * Strategic thinker with the ability to formulate compelling vision and strategy and translate that to actionable policies and procedures* Can-do attitude and the ability to learn quickly and thrive in a complex, dynamic environment* Professional curiosity with the ability to respectfully question the status quo* Demonstrable collaboration skills, with the ability to influence and build consensus with partners* Ability to think critically to solve problems and execute to meet strategic objectives* Requires excellent analytical, presentation and communication skills.

Ability to clearly articulate recommendations and concisely present data that anticipates leadership questions.* High attention to detail and experience with rigorous quality control approaches with a focus on accuracy, and an eye for continuous improvement* Strong planning and organizational skills; ability to manage multiple projects that vary in scope and complexity simultaneously* A client-centric focus – keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients* Strong knowledge of Microsoft Excel, Word, PowerPoint, and Adobe PDF required* Demonstrated ability to analyze financial and operational data and distill insights into strong product or process recommendations* Must be a motivated self-starter who can work independently but seeks out opportunities to work collaboratively with others in a dynamic, fast-paced environment* Must be well practiced in Agile development and be comfortable dealing with changing priorities and timelines* The ideal candidate would have Financial Services industry experience and relevant risk management background.* 5-8 years of experience in consulting, strategy, product development or governance preferred* High level of comfort with data and technology* Bachelor’s degree 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.

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 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 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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