Sr Manager, Digital Product Management

$123,400 - $164,500/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

At Schwab, the Sr Manager, Digital Product Management role is a pivotal position within the Wealth & Advice Solutions (WAS) organization, which is dedicated to providing industry-leading wealth management services to both retail and registered investment advisor (RIA) clients. This individual contributor role is part of the Risk Oversight & Remediation team within the WAS Risk & Governance organization. The primary focus of this position is to manage open risks and issues by analyzing complex problems and collaborating with various stakeholders, including business units, legal, compliance, and other partners. The goal is to deliver solutions that effectively prevent, mitigate, and remediate risks while ensuring that client experience remains a top priority. The successful candidate will be expected to demonstrate a strong ability to think creatively and develop data-driven recommendations. They will need to deliver results in a matrixed organization and possess the flexibility to handle various situations. This role is designed for individuals who have a bias for action and can overcome obstacles to successfully execute multiple projects simultaneously. The position requires a strategic mindset that goes beyond day-to-day operations, analyzing various factors and metrics to make informed decisions. In this role, you will be responsible for assessing risk probability and impact, developing processes for risk mitigation and detection, and implementing new processes or improvements. The ability to manage business risk effectively while keeping clients at the forefront of decisions is crucial. The role also demands outstanding written and verbal communication skills, as well as strong interpersonal and relationship management skills, to negotiate, collaborate, and influence across all levels of the organization, including interactions with regulators and auditors. A high attention to detail and experience with rigorous quality control approaches are essential, along with mastery of Microsoft Office tools. A BA/BS degree is required, and candidates with 5-7 years of experience in the Financial Services industry, particularly in advised products, risk management, or operations, will be well-suited for this position.

Responsibilities

• Manage open risks and issues by analyzing and solving complex problems.
• Collaborate with business, legal, compliance, and other partners to deliver solutions that prevent, mitigate, and remediate risks.
• Develop recommendations that are data-driven and fact-based.
• Deliver results in a matrixed organization while handling various situations flexibly.
• Assess risk probability and impact and develop processes for risk mitigation and detection.
• Implement new processes or process improvements as needed.
• Maintain a client-centric focus, ensuring that client experience is prioritized in decision-making.
• Communicate effectively across all levels and with regulators/auditors.
• Analyze financial and operational data to distill insights into strong product or process recommendations.

Requirements

• 5-7 years in the Financial Services industry with documented experience in advised products, risk management or operations.
• Excellent analytical skills, including the ability to anticipate hurdles and craft appropriate solutions.
• Strong organizational skills, including the ability to manage and prioritize multiple projects simultaneously.
• Ability to identify and implement new processes or process improvements.
• Effective in managing business risk through assessing risk probability and impact and developing processes for risk mitigation and detection.
• A client-centric focus that keeps clients at the forefront of decisions.
• Strategically think beyond day-to-day operations and analyze a variety of factors and metrics when making decisions.
• Outstanding written and verbal communication skills with demonstrated ability to communicate effectively across all levels and with regulators/auditors.
• Demonstrable interpersonal and relationship management skills (negotiating, collaborating, influencing).
• Comfort with ambiguity and the ability to learn quickly in a complex, dynamic environment.
• Demonstrated ability to analyze financial and operational data and distill insights into strong product or process recommendations.
• Team player with strong work ethic and high sense of urgency who can work well alone as well as with others on any given project/assignment.
• High attention to detail and experience with rigorous quality control approaches with a focus on accuracy and continuous improvement.
• Mastery of Microsoft Office tools (PowerPoint, Excel, Word, etc.).
• BA/BS degree.

Nice-to-haves

• Ability to create SQL queries 'from scratch' without the assistance of a code generating tool and able to understand and adjust existing SQL queries.
• Active and valid Series 7 &/or 9/10.