Senior Director, Retirement Plan Product Management

Charles Schwab Corporation; Austin (TX); On-site; USD 150,000 - 190,000; Full time

Job summary

Charles Schwab Corporation in Austin, TX, is seeking a senior product leader to own the strategy and lifecycle of a portfolio of retirement plan offers. The role requires leading the development, governance, and expansion of NQ, DB, PEP/MEP, ESOP, Puerto Rico plans, and HSA integrations, while coordinating with operations, technology, and compliance teams.

You will personally own one or more offers, build business cases, and drive cross‑functional execution to deliver growth, risk management,

Qualifications

• 7–10 years of experience in retirement services, financial services product management, and business transformation, or platform and operating‑model change.
• Demonstrated experience supporting or leading PEP/MEPs and/or ESOPs, with a strong understanding of their business, operational, regulatory, and client implications.
• Proven ability to translate strategy into executable business outcomes, including business cases, roadmaps, requirements, launch plans, and measurable success criteria.
• Strong decision‑making and analytical judgment, with the ability to navigate ambiguity, balance trade‑offs, and evaluate business, client, operational, financial, regulatory, and risk implications, including client demand, operational feasibility, technology complexity, and competitive positioning.
• Exceptional written and verbal communication skills, including the ability to synthesize data, develop recommendations, create presentations, and present to executive leadership.
• Demonstrated people leadership experience, including coaching, developing, prioritizing work across a team, and holding team members accountable for high‑quality outcomes, with the ability to lead strategic initiatives while personally owning detailed work products, decisions, and deliverables as a working manager.
• Strong product management discipline, including experience managing a product or offer lifecycle from strategy and discovery through requirements, implementation, launch, optimization, and ongoing governance.
• Exceptional cross‑functional leadership across Product, Operations, Technology, Marketing, Relationship Management, Compliance, Legal, and Finance, with the ability to influence senior leaders without direct reporting authority, build trusted relationships with senior stakeholders, resolve competing priorities, and drive alignment across matrixed teams.
• Bachelor's degree

Responsibilities

• Own offer strategy and roadmap for multiple retirement plan offers.
• Lead a portfolio of specialized offers (NQ, DB, PEP/MEP, ESOP, Puerto Rico, HSA integrations).
• Be a working manager and offer owner with strategy, requirements, stakeholder alignment, and delivery accountability.
• Build and grow a high‑performing team through coaching and succession planning.
• Turn strategy into measurable outcomes through business cases, roadmaps, and implementation plans.
• Inform senior leadership decisions with data, client feedback, and risk analysis.
• Support offer governance and risk management across fiduciary, regulatory, and operational domains.
• Evaluate market and consultant needs to identify opportunities for enhancements or new capabilities.
• Define success using KPIs and adoption metrics to monitor offer health.

Skills

Retirement services

Product management

Leadership

Stakeholder management

Strategic planning

Cross-functional leadership

Agile

Education

Bachelor's degree

Job description

Charles Schwab Corporation in Austin, TX, is seeking a senior product leader to own the strategy and lifecycle of a portfolio of retirement plan offers. The role requires leading the development, governance, and expansion of NQ, DB, PEP/MEP, ESOP, Puerto Rico plans, and HSA integrations, while coordinating with operations, technology, and compliance teams.

You will personally own one or more offers, build business cases, and drive cross‑functional execution to deliver growth, risk management,