Senior Digital Product Manager, AI-Driven Advisor Workflows

Charles Schwab; Orlando (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Digital Product Manager to shape advisor productivity across Wealth, Retail, and Technology domains in Orlando. You’ll lead discovery and define requirements to reduce friction and increase efficiency for advisors and clients.

You will collaborate with UX, engineering, operations, and product teams to deliver scalable digital experiences, automate workflows, and introduce AI-supported capabilities that improve time savings and business outcomes.

Qualifications

• 7-10+ years of digital product management experience, preferably with 5+ years in Financial Services, Wealth Management, Banking, Fintech, or related industries
• Exceptional written and verbal communication skills; ability to communicate complex messages and trade-offs, tell a compelling story, and present to all levels of the organization
• Demonstrated ability to synthesize qualitative and quantitative data from within a large cross-functional environment, identify opportunities, and drive recommendations
• Experience applying AI, automation, or workflow optimization capabilities within a product, business, or operational context
• Experience analyzing complex business processes and translating operational needs into scalable product solutions
• Proficient with tools such as Jira, Confluence, VS Code, GitHub, Visio
• Bachelor's Degree or equivalent practical experience

Responsibilities

• Define, prioritize, executing, and measuring the Wealth Experiences product roadmap and associated business outcomes
• Deliver advisor-facing capabilities that improve productivity, reduce operational friction, and create measurable time savings
• Identifying opportunities to streamline workflows and translating those opportunities into delivered solutions
• Managing and executing a backlog of advisor productivity initiatives from discovery through implementation
• Partnering with business, technology, and design teams to define requirements, prioritize investments, and drive delivery
• Measuring outcomes, incorporating feedback, and continuously improving advisor-facing capabilities based on business, legal/compliance, technology, and advisor needs
• Driving alignment across stakeholders to ensure solutions are scalable, adoptable, and deliver business value
• Communicate roadmap priorities, delivery progress, risks, dependencies, and opportunities to leadership and stakeholders
• Help shape and deliver advisor productivity capabilities that support the ongoing evolution of AI-assisted workflows

Skills

Digital product management

AI & automation

Stakeholder collaboration

Financial services experience

Cross-functional leadership

Roadmap planning

Education

Bachelor's Degree or equivalent practical experience

Tools

Jira

Confluence

VS Code

GitHub

Visio

Job description

Charles Schwab is seeking a Senior Digital Product Manager to shape advisor productivity across Wealth, Retail, and Technology domains in Orlando. You’ll lead discovery and define requirements to reduce friction and increase efficiency for advisors and clients.

You will collaborate with UX, engineering, operations, and product teams to deliver scalable digital experiences, automate workflows, and introduce AI-supported capabilities that improve time savings and business outcomes.