Senior Digital Wealth Product Manager (AI & Growth)

Charles Schwab; Orlando (FL); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits

Job summary

Charles Schwab in Orlando is seeking a Senior Digital Product Manager for Digital Wealth Advisory to shape digital capabilities for discretionary investment services and ultra-high-net-worth clients.

You will translate complex needs into clear product requirements, manage backlogs across multiple Agile teams, and collaborate with business leaders, architects, developers, and technology partners to deliver scalable solutions.

Qualifications

• 5+ years of wealth management experience including discretionary and non-discretionary products
• 5+ years applying Agile development practices with Scrum teams in Product Owner or digital PM roles
• Ability to gather, analyze, document, and prioritize detailed business and technical requirements
• Translate complex technical work into clear business value, product outcomes, and actionable user stories
• Experience collaborating with technical teams and managing work requiring accuracy and attention to detail
• Strong communication and stakeholder management to align business and tech partners
• Ownership, initiative, and decision-making across multiple priorities

Responsibilities

• Manage product backlogs across multiple Agile teams
• Translate business needs into clear product requirements and user stories
• Collaborate with business leaders, architects, developers, and tech partners to deliver scalable solutions
• Identify opportunities to apply AI and emerging tech to improve digital wealth management capabilities

Skills

Wealth management

Agile / Scrum

Requirements gathering

Stakeholder management

Cross-functional collaboration

Prioritization

Communication skills

Job description

Charles Schwab in Orlando is seeking a Senior Digital Product Manager for Digital Wealth Advisory to shape digital capabilities for discretionary investment services and ultra-high-net-worth clients.

You will translate complex needs into clear product requirements, manage backlogs across multiple Agile teams, and collaborate with business leaders, architects, developers, and technology partners to deliver scalable solutions.