Manager, Digital Product Management

Charles Schwab’s Digital Advisor Services team is focused on helping existing and future registered investment advisors RIAs) run their practice efficiently and effectively through the continual buildout of industry leading digital tools in the web, mobile, and messaging space. If done successfully, advisors will reward Advisor Services with greater trust as they custody more of their client’s assets with us. 

The team is responsible for: 

• Strategy - Envision the future and build the near-term roadmap for our web and mobile strategies centered on New Account Opening workflows. 

• Execution - On all aspects of technology product development including the definition, creation, development and implementation of the core solutions and processes. 

• Client service – Serve clients by designing workflows that accomplish tasks the advisor wants completed (i.e. New Account, Money Movements, etc.) 

• Partnership - Support client-facing employees in delivering new technical products to our clients 

What you’re good at 

• You will gain a unique blend of business and technical savvy; a big-picture vision, and the commitment to make that vision a reality. 

• You will learn how to analyze and understand highly complex business problems that are part of operating in the financial industry. 

• You will spend time examining and researching a client base to deeply understand the needs and wants of Registered Investment Advisors. 

• You will learn how balance functionality against complexity on a highly visible platform which serves very important and influential clients of Charles Schwab. 

Key Responsibilities: 

• You will build products and experiences which enhance Schwab’s Advisor Services digital platforms and help to develop new ideas based on market analytics and interactions with partners, customers and prospects. 

• You will fulfill the product owner role in daily stand-up meetings, sprint planning sessions, and product demonstrations. 

• You will work with technical counterparts to define product release requirements and investigate production issues as they arise. 

• You may work with marketing communications to define the go-to-market strategy and provide relevant and concise updates to executive management teams. 

• You may also serve as the internal and external evangelist for our product offering. 

• Strong product management skills and experience. 

• Experience with new account opening or other core brokerage / banking services (i.e. Transfer of Account, ACH, Wires, etc). 

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

• Knowledge of Agile methods and processes is a plus. 

• Superior communication skills (written and verbal). 

• Self-starter with outstanding organizational skills. 

• Curiosity to continually re-evaluate existing designs and/or processes. 

• Ability to track multiple projects (3-4) going on all at once. 

• Effective relationship builder—ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types. 

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

• 7-10 years of experience using Docusign including strong expertise creating and managing Docusign templates 

• 7-10 years of expertise using SharePoint.