Senior Digital Product Manager - Digital Advice

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

Westlake, TX; Austin, TX; Chicago, IL; Orlando, FL; Raleigh, NC.

Pay range USD $105,600.00 - $175,000.00 / Year.

Application deadline 2026-09-14.

Position type Regular.

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).

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

Schwab’s Wealth Management Products and Platforms team is seeking a Senior Product Manager (individual contributor) to support digital product experiences for advisors and clients in Schwab’s largest wealth management offer. This role will help deliver modern wealth management capabilities, including integration with Aladdin Wealth, to improve advisor workflows, portfolio management, client reporting, and advice delivery.

What You’ll do:

• Develop a deep understanding of advisor, client, and field needs and use data, feedback, and research to improve wealth management experiences
• Help define and deliver the future portfolio management experience, including portfolio analysis, investment proposals, client reporting, rebalancing, trading, risk insights, and advice documentation
• Partner with a third party vendor and internal technology teams to integrate Aladdin Wealth and related capabilities 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, manage tradeoffs, and support release readiness
• Communicate strategy, progress, risks, and recommendations to leaders in a clear, fact based, and outcome oriented manner

What you have

Required Qualifications

• 5 to 7 years of product management or product development experience within financial services
• Strong understanding of the wealth management industry and advisor workflows, including portfolio management, investment proposals, financial planning, client reporting, rebalancing, trading, risk analysis, and advice documentation
• Strong product management skills, including discovery, roadmap management, backlog refinement, user stories, acceptance criteria, release planning, and Agile delivery
• Ability to partner across technology, UX, business, risk, compliance, legal, operations, field, and vendor teams to deliver integrated digital experiences
• Strong analytical, communication, and presentation skills with the ability to simplify complex topics for senior leaders and stakeholders
• Self starter with sound judgment, strong ownership, and the ability to navigate ambiguity in a fast paced, highly matrixed environment

Preferred Qualifications

• Bachelor and post graduate degrees, and securities industries licenses
• Experience with Aladdin Wealth or similar investment management, portfolio management, or financial planning platforms is a plus
• Knowledge of Schwab products, services and support systems

In addition to the salary range, this role is also 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.

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