Senior Product Manager – Brokerage & Retirement (Hybrid)

Charles Schwab; Westlake (TX); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking a Senior Product Manager—Business Strategy (individual contributor) to lead day-to-day product management and strategy for Schwab’s core brokerage and IRA products.

You will translate business, client, regulatory, and operational needs into clear product priorities, maintain product health, and partner across Schwab to deliver enhancements that improve the client and employee experience.

Qualifications

• 5+ years of product management experience in financial services or related field.
• Experience leading roadmaps, prioritization, business cases, and stakeholder alignment.
• Ability to collaborate with Legal, Compliance, Operations, Risk, Tech, Marketing, and Field teams.
• Knowledge of brokerage products and complex account types.

Responsibilities

• Own product management activities for assigned core brokerage and retirement account products, including product strategy inputs, product health, documentation, and enhancement prioritization
• Monitor product performance, client and field feedback, operational pain points, competitive trends, and regulatory developments to identify opportunities to improve product experience and develop product roadmaps and strategy
• Lead product health reviews and competitive gap assessments; synthesize findings into clear recommendations, business cases, and roadmap opportunities
• With partners and Director, develop and manage product roadmap inputs, balancing client impact, business value, risk, regulatory requirements, and execution feasibility
• Represent the product line in cross-functional initiatives, ensuring proposed solutions support the intended client experience, operational model, and business outcomes
• Proactively identify risks, dependencies, trade-offs, and roadblocks; communicate options and recommendations clearly to leadership and stakeholders
• Support a One Schwab approach by building strong relationships, influencing without direct authority, and driving alignment across teams with competing priorities

Skills

Product management

Roadmap development

Stakeholder alignment

Cross-functional collaboration

Analytical skills

Communication

Job description

Charles Schwab is seeking a Senior Product Manager—Business Strategy (individual contributor) to lead day-to-day product management and strategy for Schwab’s core brokerage and IRA products.

You will translate business, client, regulatory, and operational needs into clear product priorities, maintain product health, and partner across Schwab to deliver enhancements that improve the client and employee experience.