Senior Digital Product Manager

Charles Schwab; Orlando (FL); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits

Job summary

Charles Schwab in Orlando is seeking a Senior Digital Product Manager for Digital Wealth Advisory to shape digital capabilities for discretionary investment services and ultra-high-net-worth clients.

You will translate complex needs into clear product requirements, manage backlogs across multiple Agile teams, and collaborate with business leaders, architects, developers, and technology partners to deliver scalable solutions.

Qualifications

• 5+ years of wealth management experience including discretionary and non-discretionary products
• 5+ years applying Agile development practices with Scrum teams in Product Owner or digital PM roles
• Ability to gather, analyze, document, and prioritize detailed business and technical requirements
• Translate complex technical work into clear business value, product outcomes, and actionable user stories
• Experience collaborating with technical teams and managing work requiring accuracy and attention to detail
• Strong communication and stakeholder management to align business and tech partners
• Ownership, initiative, and decision-making across multiple priorities

Responsibilities

• Manage product backlogs across multiple Agile teams
• Translate business needs into clear product requirements and user stories
• Collaborate with business leaders, architects, developers, and tech partners to deliver scalable solutions
• Identify opportunities to apply AI and emerging tech to improve digital wealth management capabilities

Skills

Wealth management

Agile / Scrum

Requirements gathering

Stakeholder management

Cross-functional collaboration

Prioritization

Communication skills

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

As a Senior Digital Product Manager supporting Digital Wealth Advisory, you will help shape digital capabilities that enable Schwab’s wealth management solutions, including discretionary investment services for ultra-high-net-worth clients. Serving as a strategic connector between business and technology, you will translate complex needs into clear product requirements, align cross-functional priorities, and guide work across multiple Agile development teams.

You will collaborate with business leaders, architects, developers, and technology partners to manage product backlogs, resolve integration challenges, and deliver scalable solutions that support long-term business outcomes. Your judgment, adaptability, and problem-solving skills will help ensure that platform data supports reporting and performance measurement. You will also identify opportunities to apply artificial intelligence and emerging technology to improve digital wealth management capabilities.

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

What you have

Required Qualifications

• 5+ years of experience in wealth management, including knowledge of discretionary and non-discretionary investment products
• 5+ years of experience applying Agile development practices and working with scrum teams in a Product Owner or digital product management capacity
• Demonstrated ability to gather, analyze, document, and prioritize detailed business and technical requirements
• Ability to translate complex technical work into clear business value, product outcomes, and actionable user stories
• Experience collaborating with technical development teams and managing work that requires accuracy and attention to detail
• Strong communication and stakeholder management skills, with the ability to build alignment across business and technology partners
• Demonstrated ownership, initiative, and sound decision-making while managing multiple priorities

Preferred Qualifications

• Experience managing digital products or platforms supporting wealth management, advisory, or investment services
• Experience with application programming interface-based products, platform integrations, or interconnected technology ecosystems
• Experience using data and reporting metrics to evaluate product capabilities and support informed decisions
• Experience applying artificial intelligence, generative AI, or other emerging technologies to improve products or business processes
• Ability to adapt product strategies and priorities in response to evolving client expectations, market trends, and technology needs
• Strong organizational and priority management skills with experience coordinating multiple projects or product backlogs concurrently

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 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