Senior Manager, Product Manager Digital Advisor Experience

$101,000 - $224,400/Yr

Charles Schwab - Lone Tree, CO

Full-time - Mid Level

Lone Tree, CO

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Manager, Product Manager for Digital Advisor Experience at Schwab is responsible for enhancing the advisor product segment, focusing on Schwab's core systems and trading platforms. This role involves synthesizing insights from advisors to create a strategic product roadmap aimed at improving the advisor client experience and managing risk and reputation. The position requires collaboration with internal teams to drive improvements in advisor offerings and align with organizational objectives.

Responsibilities

• Support the advisor product segment with a focus on Schwab core systems and trading platforms.
• Synthesize advisor insights to craft a strategic product roadmap and modernization strategy.
• Collaborate with internal teams and partners to drive improvements in charitable advisor offers.
• Optimize the advisor client experience by leveraging insights from advisor interactions and research.
• Identify opportunities and curate roadmaps to improve advisor efficiency in servicing donors.
• Ensure compliance and protect relationships between an RIA and DAFgiving360 through enforcement measures.

Requirements

• Bachelor's degree in a relevant field (e.g., business, computer science).
• SAFE Agile Certified PO/PM or SAFE Certified Agilist.

Nice-to-haves

• Master's degree in a relevant field.
• Agile mindset with the ability to lead cross-functional teams.
• Strong analytical and critical thinking skills.
• Ability to manage multiple projects simultaneously and deliver results within deadlines.
• Strong understanding of the Registered Investment Advisor business model.
• Experience in conducting market research and gathering client feedback.
• Ability to collaborate with cross-functional teams to define product requirements.
• Experience in developing and executing product launch plans.

Benefits

• Health insurance
• 401k plan
• Paid holidays
• Flexible scheduling
• Professional development opportunities