Sr. Product Manager

Drive the next-generation data delivery platform that improves access to Schwab account data for institutional clients, third-party vendors, and internal business units.

Responsibilities

• Lead product development for the Data Delivery Platform and its adoption across Schwab client-facing and internal channels
• Develop and evolve the platform experience vision, strategy, and product roadmap
• Build and maintain partnerships with key internal teams and external third parties
• Apply Agile practices by supporting daily stand-ups, sprint planning, backlog prioritization, user story preparation, and demos
• Partner cross-functionally with technical, design, business, and compliance stakeholders to define release requirements and investigate production issues
• Define and maintain key performance metrics to guide performance and scalability improvements toward a future state
• Create visibility and engagement for the platform, including clear, concise management updates
• Act as platform subject matter expert and evangelist to partners
• Identify cross-enterprise integration opportunities that enhance the overall platform experience
• Envision the future and build the near-term roadmap for next-generation data delivery capabilities
• Own execution of capabilities delivered to partners, including self-service data customizations and ad-hoc reporting
• Collaborate with technology, relationship managers, the participant integration team, and others to deliver client value

Requirements

• Bachelor’s degree required (MBA or Master of Science preferred)
• 5+ years of product management experience
• Strategic problem-solving ability to shape a compelling vision and strategy and translate them into roadmaps and outcomes
• Solid experience developing digital platforms, with knowledge of underlying technology (current and emerging)
• Strong capability to translate technology concepts for business partners
• Highly organized with excellent attention to detail and the ability to balance competing priorities and meet deadlines
• Outstanding written and verbal communication skills, including audience-tailored messaging
• Proficiency with Microsoft Office, specifically PowerPoint and Excel, including the ability to “tell a story” with PowerPoint
• Experience leading the end-to-end lifecycle of a digital platform across technology, service, marketing, and product teams
• Agile background, including experience as an Agile Product Owner or leading scrum teams

Technologies

• Google Cloud Platform (GCP)
• Microsoft Office Products
• PowerPoint
• Excel

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 (eligible positions)
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Preferred Qualifications

• Curiosity, positivity, and ability to learn quickly, adapt, and thrive in a complex, multifaceted environment
• Self-starter with strong organizational skills and ability to track multiple project outcomes
• Good understanding and/or experience with financial services

Role Details

• Location: Westlake, TX; Orlando, FL (hybrid)
• Compensation: USD 105,600 - 234,600 per year
• Work style: Hybrid Work and Flexibility approach balancing workplace flexibility, client service, and regular in-person collaboration