Senior Digital Product Manager: AI-Driven Advisor Workflows

Charles Schwab Corporation; Austin (TX); On-site; USD 130,000 - 180,000; Full time

Job summary

Charles Schwab Corporation is seeking a Senior Digital Product Manager to lead the Wealth Experiences roadmap, partnering across Wealth, Retail, Technology, Operations, and Product teams. You will drive advisor productivity capabilities, workflow automation, and AI-assisted digital experiences for future-state advisor workflows.

You will collaborate with UX, engineering, and business partners to translate operational insights into scalable solutions, measure outcomes, and ensure the initiatives

Qualifications

• Bachelor's degree or equivalent practical experience.
• Experience applying AI, automation, or workflow optimization within a product or operations context.
• Proven ability to synthesize data from a large cross-functional environment and drive recommendations.

Responsibilities

• Define, prioritize, and measure the Wealth Experiences product roadmap and business outcomes.
• Deliver advisor-facing capabilities to improve productivity and reduce friction.
• Translate opportunities into delivered solutions through backlog management.

Skills

Digital product management

Communication

Data analysis

AI & automation

Process optimization

Stakeholder management

Education

Bachelor's degree or equivalent

Tools

Jira

Confluence

VS Code

GitHub

Visio

Job description

Charles Schwab Corporation is seeking a Senior Digital Product Manager to lead the Wealth Experiences roadmap, partnering across Wealth, Retail, Technology, Operations, and Product teams. You will drive advisor productivity capabilities, workflow automation, and AI-assisted digital experiences for future-state advisor workflows.

You will collaborate with UX, engineering, and business partners to translate operational insights into scalable solutions, measure outcomes, and ensure the initiatives