Senior Product Manager, Brokerage & Retirement Strategy

Charles Schwab; Austin (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab is seeking a Senior Product Manager-Business Strategy (individual contributor) to guide day-to-day product management and strategy for core brokerage and IRA products, translating business, client, regulatory, and operational needs into clear priorities. The role partners across Schwab to deliver enhancements that improve client and employee experiences.

The Senior Manager will serve as a product SME, represent the product line in cross-functional initiatives, and shape roadmap decisions

Qualifications

• 5+ years of experience in product management, ideally in financial services.
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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

Stakeholder alignment

Analytical judgment

Executive communication

Cross-functional collaboration

Influencing without authority

Regulatory awareness

Job description

Schwab is seeking a Senior Product Manager-Business Strategy (individual contributor) to guide day-to-day product management and strategy for core brokerage and IRA products, translating business, client, regulatory, and operational needs into clear priorities. The role partners across Schwab to deliver enhancements that improve client and employee experiences.

The Senior Manager will serve as a product SME, represent the product line in cross-functional initiatives, and shape roadmap decisions