Senior Digital Product Manager - Digital Advice

Charles Schwab; Raleigh (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5+

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Raleigh is seeking a Senior Product Manager (individual contributor) to drive modern wealth management experiences for advisors and clients. You will focus on a new portfolio management system, integrating Aladdin Wealth, and shaping advisor workflows, client reporting, and investment proposals to improve outcomes.

The role requires 5–7 years in product management within financial services and a strong grasp of wealth management processes.

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.

Responsibilities

• 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.

Skills

Product management

Agile delivery

Stakeholder management

Analytical skills

Communication skills

Team collaboration

Education

Bachelor's degree

Postgraduate degree

Securities licenses

Tools

Aladdin Wealth

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).

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.

The ideal candidate brings strong product management experience, solid knowledge of the wealth management industry, and the ability to translate advisor and client needs into clear product priorities, delivery plans, and measurable outcomes.

What You’ll Do

The Senior Product Manager will focus on advisor and client experiences first, partnering with a vendor and internal teams to deliver a new portfolio management system for Schwab’s wealth offer. This role requires a strong understanding of wealth management capabilities, advisor workflows, and digital product delivery in a complex, highly matrixed environment. In this role, you will:

• 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. 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