Senior Digital Product Manager — AI-Driven Advisor Workflows

Charles Schwab; Westlake (TX); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and volunteering

Paid parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring a Senior Digital Product Manager to drive the Wealth Experiences roadmap and build AI-enabled advisor productivity tools. You will partner across Wealth, Retail, Technology, and Operations to simplify workflows, reduce friction, and deliver measurable time savings for advisors.

We seek a leader who can translate complex needs into scalable digital solutions and collaborate with multiple teams to deliver high-impact capabilities in a fast-moving environment.

Qualifications

• 7–10+ years in digital product management with 5+ years in financial services.
• Exceptional written and verbal communication; able to influence across teams.
• Experience applying AI, automation, or workflow optimization in products.
• Proficient with Jira, Confluence, VS Code, GitHub, Visio.

Responsibilities

• Define and prioritize Wealth Experiences roadmap to deliver measurable outcomes.
• Lead discovery, requirements, and backlog for advisor productivity initiatives.
• Translate business needs into scalable digital capabilities and workflows.
• Collaborate with UX, engineering, operations, and design teams to deliver solutions.
• Communicate roadmap progress, risks, and opportunities to leadership.

Skills

Digital PM

Finance/Wealth

AI experience

Cross-functional leadership

Jira/Confluence

Education

Bachelor's Degree or equivalent

Tools

Jira

Confluence

VS Code

GitHub

Visio

Job description

Charles Schwab is hiring a Senior Digital Product Manager to drive the Wealth Experiences roadmap and build AI-enabled advisor productivity tools. You will partner across Wealth, Retail, Technology, and Operations to simplify workflows, reduce friction, and deliver measurable time savings for advisors.

We seek a leader who can translate complex needs into scalable digital solutions and collaborate with multiple teams to deliver high-impact capabilities in a fast-moving environment.