Senior Digital Wealth & AI Product Manager

Charles Schwab Inc.; Westlake (TX); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation in Westlake, Texas is seeking a Senior Digital Product Manager for Digital Wealth Advisory. You will shape digital capabilities that enable discretionary investment services for ultra-high-net-worth clients and translate complex needs into actionable product requirements.

As a strategic connector between business and technology, you will manage backlogs, guide multiple Agile teams, collaborate with leaders and engineers, and explore AI opportunities to improve digital

Qualifications

• 5+ years of wealth management experience including discretionary and non-discretionary products.
• 5+ years applying Agile development practices with scrum teams in a Product Owner or digital PM role.
• Ability to gather, analyze, document, and prioritize business and technical requirements.
• Translate complex technical work into clear business value, outcomes, and user stories.
• Collaborate with technical teams and manage work requiring accuracy and attention to detail.
• Strong communication and stakeholder management to build cross-functional alignment.
• Ownership, initiative, and sound decision-making across multiple priorities.

Responsibilities

• Translate complex needs into clear product requirements and align priorities across teams.
• Manage product backlogs and guide work across multiple Agile development teams.
• Collaborate with business leaders, architects, developers, and partners to deliver scalable solutions.
• Identify opportunities to apply AI and emerging tech to improve digital wealth management.

Skills

Wealth management

Agile product owner

Requirements gathering

User stories

Stakeholder management

Communication

Decision making

Job description

Charles Schwab Corporation in Westlake, Texas is seeking a Senior Digital Product Manager for Digital Wealth Advisory. You will shape digital capabilities that enable discretionary investment services for ultra-high-net-worth clients and translate complex needs into actionable product requirements.

As a strategic connector between business and technology, you will manage backlogs, guide multiple Agile teams, collaborate with leaders and engineers, and explore AI opportunities to improve digital