Senior Product Leader - Research and AI for Finance

Charles Schwab; Lone Tree (CO); On-site; USD 140,000 - 200,000; Full time

Job summary

Schwab is seeking a product leader to guide the evolution of Schwab’s research capabilities, enabling trusted insights to power AI-powered search, retrieval, and agent experiences. This is an individual contributor product leadership role.

You will define the product vision, roadmap, and measures of success for research content management and distribution across platforms, data services, and channels, collaborating with research, product, tech, risk, and compliance.

Qualifications

• 8+ years in product management or financial services.
• Leads complex cross-functional initiatives with planning and prioritization.
• Defines product vision, roadmaps, and success metrics.
• Knowledge of content management, metadata, governance, information architecture.
• Interest in AI-enabled products and rapid learning with engineering/data teams.
• Strong problem-solving, decision-making, and scalable solutions.
• Excellent communication and stakeholder partnership across orgs.
• Bachelor’s degree required.

Responsibilities

• Evolve metadata, governance, indexing, and discoverability for research content.
• Define product vision and roadmap priorities for research content management.
• Align research, product, technology, risk, and compliance on priorities.
• Enable AI-powered experiences through content standards and retrieval practices.
• Partner with architecture to make research available to AI tools via APIs and MCP/RAG.
• Analyze user needs and adoption patterns to identify improvements.
• Lead complex cross-functional initiatives from concept to delivery.

Skills

Cross-functional leadership

Product vision & roadmapping

AI-enabled products

Stakeholder management

Problem solving

Communication skills

Education

Bachelor's degree

Job description

Schwab is seeking a product leader to guide the evolution of Schwab’s research capabilities, enabling trusted insights to power AI-powered search, retrieval, and agent experiences. This is an individual contributor product leadership role.

You will define the product vision, roadmap, and measures of success for research content management and distribution across platforms, data services, and channels, collaborating with research, product, tech, risk, and compliance.