Senior Digital Product Owner Equity Compensation Platform

Lead complex, cross-functional Agile delivery for Charles Schwab’s equity compensation platform, with a focus on financial reporting improvements and client outcomes.

Responsibilities

• Own end-to-end delivery for complex, multi-release initiatives within EquiView, including financial reporting enhancements and regulatory- and business-driven updates.
• Drive plans and outcomes across scope, timeline, dependencies, risk, resourcing, and stakeholder alignment.
• Build and execute UAT strategy, including planning, coordination, communications, and sign-off, to support operational readiness for launch.
• Partner with product owners, analysts, engineers, and stakeholders in an Agile environment to define problems, clarify requirements, and deliver incrementally while balancing near-term commitments with long-term platform strategy.
• Partner with business stakeholders to define acceptance criteria, refine backlog items, and ensure requirements are testable and executable.
• Collaborate directly with Engineering and QA to support solution design, clarify functional behavior, and resolve complex platform issues.
• Coordinate with Reporting, Client Services, Conversion, Product Support, and Operations to support client readiness, training, and post-launch adoption.
• Contribute to the product vision and roadmap for EquiView financial reporting and recordkeeping capabilities by combining market/regulatory awareness with internal stakeholder insights.
• Identify opportunities to simplify workflows, reduce operational risk, and improve scalability for clients and internal teams.
• Define success measures across quality, timeliness, adoption, and risk reduction, and deliver from discovery through launch.
• Ensure solutions are well-documented, supportable, and aligned to client needs and Schwab operational controls.

Requirements

• Experience in equity compensation, stock plan administration, and/or equity systems operations.
• Deep understanding of ASC 718 and/or IFRS 2; familiarity with relevant IRS/SEC requirements (e.g., Section 16) and ESPP concepts.
• Experience working with equity plan financial reporting platforms.
• Strong analytical and problem-solving skills, with ability to troubleshoot complex issues across data, process, and technology.
• High attention to detail with ability to drive work from concept through implementation and stabilization.
• Proven record of predictable delivery, proactive risk management, and clear stakeholder communication.
• Ability and desire to work collaboratively in a team environment.
• Experience participating in cross-functional projects, emphasizing systems, technologies, business process redesign, and/or impact to field and customer service.
• Excellent written and oral communication skills.
• BA/BS degree or equivalent experience.

Preferred Qualifications

• Exceptional stock plan and product management skills, including ability to synthesize data and stakeholder feedback into insights and actions.
• 2+ years experience as a Product Owner or Product Manager (or equivalent experience leading backlog, roadmap delivery, and cross-functional outcomes).
• Current EquiView financial reporting product experience (highly valued).
• Agile/Scrum experience.
• Project Management certification (PMP, Agile, or equivalent).
• CEP or ECA certification or equivalent experience.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time for vacation, volunteering, and 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 parental leave and adoption/family building benefits.
• Sabbatical leave available after five years of employment.

Other Requirements / Work Arrangement Notes

• Applicants must be authorized to work in the United States, now and in the future, on a full-time basis without employer sponsorship.
• Selected candidate will work on site 4 days per week in one of the specified locations.

Location: Westlake, TX (onsite)

Salary: USD 117,000 - 180,000 per yearly