Senior Digital Product Manager Stock Plan Services

Charles Schwab is seeking a Senior Digital Product Manager within the Stock Plan Services (SPS) Digital Product Management team. This role is a senior individual contributor position focused on strategy, modernization, delivery, adoption, and performance for assigned SPS capabilities.

Role Focus

The Senior Digital Product Manager owns strategy and execution for SPS products and capabilities, applying customer and workflow discovery along with agile delivery. The position also emphasizes AI-first product leadership to drive measurable outcomes across client experience, operations, and the business.

Responsibilities

• Own the vision, strategy, roadmap, product health, adoption, and outcomes for assigned SPS products and capabilities.
• Translate client and user needs, business goals, operational challenges, technology opportunities, and risk requirements into prioritized product strategies.
• Create outcome-driven roadmaps that balance client commitments, modernization, platform health, and long-term strategy.
• Use customer insights, product data, market trends, and clearly defined success measures to guide investment decisions and continuous improvement.
• Develop a deep understanding of plan sponsor and stock plan administrator needs, including support from Client Service, Operations, and business and control partners.
• Evaluate downstream participant impacts and dependencies when SPS capabilities affect participant readiness or servicing outcomes.
• Identify customer and business problems through research, data, feedback, and workflow observation; test hypotheses using prototypes, experiments, and pilots.
• Use evidence to refine priorities and determine whether to scale, adjust, or stop investments while representing customer and user needs across the product lifecycle.
• Lead capabilities supporting stock plan administration, including account and award readiness, lapse modernization, tax-related experiences, client-facing tools, and related workflows.
• Define product requirements across user experiences, business rules, data, reporting, integrations, APIs, and exception workflows.
• Replace fragmented and manual processes with integrated, reusable capabilities and appropriately governed automation.
• Take a platform-wide perspective to identify reusable services, integration opportunities, trusted data sources, and strategic investments.
• Partner across Product, Client Service, Operations, UX, Architecture, Engineering, Data, Security, Risk, Legal, and Compliance to address dependencies, operational needs, and architectural trade-offs.
• Own assigned products and capabilities from discovery through launch, adoption, measurement, and optimization.
• Translate product direction into initiatives, features, stories, acceptance criteria, and measurable outcomes.
• Prioritize the backlog and lead planning, refinement, release readiness, and post-release evaluation with delivery partners.
• Manage dependencies, risks, scope, capacity, and trade-offs while maintaining accountability for results.
• Identify and evaluate AI-enabled and automation opportunities based on customer or user value, business impact, feasibility, data readiness, risk, and measurable outcomes.
• Build business cases, experiments, pilots, and success measures; recommend whether to scale, refine, or stop.
• Use approved AI tools to improve product work while validating outputs and retaining accountability.
• Partner on responsible implementation with appropriate privacy, security, transparency, monitoring, governance, and human oversight.
• Define and use product health, adoption, experience, efficiency, quality, and business measures to guide improvement.
• Influence decisions and align stakeholders across business and technology without direct authority.
• Communicate strategy, priorities, progress, risks, trade-offs, recommendations, and outcomes to delivery teams, partners, and senior leaders.

Required Qualifications

• 5+ years of product management, digital product ownership, or related experience.
• Experience owning complex digital products or capabilities from discovery through launch, measurement, and optimization.
• Strong discovery, research, workflow analysis, experimentation, roadmap, business-case, prioritization, and backlog-management skills.
• Working knowledge of integrated digital platforms, including APIs, data services, user interfaces, business rules, workflows, and systems of record, sufficient to make informed product decisions and trade-offs with Engineering, Architecture, and Data partners.
• Ability to lead through influence across business, technology, UX, architecture, operations, risk, and product teams.
• Strong analytical, systems-thinking, agile delivery, facilitation, presentation, and executive-communication skills.
• Ability to evaluate AI and automation opportunities and partner on responsible implementation, including governance, privacy, security, monitoring, and human oversight.
• Ownership, curiosity, resilience, and initiative in ambiguous environments.
• Bachelor’s degree or equivalent practical experience.

Preferred Qualifications

• Experience in stock plan services, equity compensation, brokerage, wealth management, retirement, fintech, or another complex regulated industry.
• Familiarity with equity-award processing, account or award readiness, tax withholding, servicing, or plan-administration workflows.
• Experience with B2B or B2B2C platforms, legacy modernization, product analytics, or scalable automation.
• Experience developing, piloting, or launching AI-enabled products, intelligent automation, or agentic workflows, particularly in a regulated or high-trust environment.
• Experience using approved generative-AI or emerging-technology tools to improve product discovery, analysis, requirements, experimentation, or decision-making.
• Experience with Agile/Scrum, scaled planning, product discovery, or lean portfolio practices.
• Certified Equity Professional certification, or progress toward certification.

Technologies

• APIs
• Data services
• User interfaces
• Systems of record
• AI tools
• Generative-AI

Compensation and Location

Locations: Westlake, TX; Austin, TX; Phoenix, AZ (onsite).

Compensation: USD 118,000 - 200,000 per year.

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation and volunteering
• 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance
• Paid adoption/family building benefits
• In addition to the salary range, the role is also eligible for bonuses or incentive opportunities

Work Authorization and Onsite Expectations

Applicants must be authorized to work in the United States on a full-time basis without employer sponsorship, now or in the future.

The selected candidate is expected to work on site 4 days per week in one of the specified locations.