Senior Digital PM - Wealth Platforms & Aladdin

Charles Schwab; Chicago (IL); On-site; USD 106,000 - 175,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation and volunteers

Sabbatical after every 5 years of服务

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Product Manager to support digital wealth management experiences for advisors and clients, with integration to Aladdin Wealth. You will lead product discovery, define roadmaps, and work across technology, UX, risk, and vendors to deliver enhanced portfolio management, client reporting, and advice delivery.

You will collaborate with teams to deliver integrated digital experiences, manage roadmaps, and communicate plans and risks to senior leaders in a fast-paced

Qualifications

• 5 to 7 years of product management or product development experience within financial services.
• Strong understanding of wealth management and advisor workflows.
• Experience with Agile delivery, roadmaps, and backlog refinement.
• Ability to partner with technology, UX, risk, compliance, legal, operations, field, and vendor teams to deliver integrated digital experiences.

Responsibilities

• Develop a deep understanding of advisor, client, and field needs and use data, feedback, and research to improve wealth management experiences.
• Define and deliver the future portfolio management experience, including proposals, client reporting, rebalancing, trading, risk insights, and advice documentation.
• Partner with a third party vendor and internal technology teams to integrate Aladdin Wealth into advisor and client workflows.
• Build and manage product roadmaps, priorities, requirements, user stories, acceptance criteria, and release plans.
• Work across technology, UX, business, risk, compliance, field, operations, and vendor teams to align decisions and support release readiness.
• Communicate strategy, progress, risks, and recommendations to leaders in a clear, fact based, and outcome oriented manner.

Skills

Product management

Discovery

Roadmap management

Backlog refinement

User stories

Acceptance criteria

Release planning

Agile delivery

Analytics

Communication

Presentation

Ambiguity tolerance

Cross-functional collaboration

Education

Bachelor's degree and higher

Securities licenses

Tools

Aladdin Wealth

Job description

Charles Schwab is seeking a Senior Product Manager to support digital wealth management experiences for advisors and clients, with integration to Aladdin Wealth. You will lead product discovery, define roadmaps, and work across technology, UX, risk, and vendors to deliver enhanced portfolio management, client reporting, and advice delivery.

You will collaborate with teams to deliver integrated digital experiences, manage roadmaps, and communicate plans and risks to senior leaders in a fast-paced