Senior Product Manager – Trading Platform

Charles Schwab; Raleigh (NC); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) with match

Employee stock purchase plan

Vacation & volunteering

Sabbatical (5 years)

Parental leave

Tuition reimbursement

Health/dental/vision

Job summary

Charles Schwab is seeking a Senior Product Manager to lead a strategic Trading Platform domain within the DWAP organization. You will translate business strategy into executable outcomes, partnering with technology, operations, investment management, compliance, and product leadership to deliver scalable trading solutions for advisors and clients.

The role emphasizes ownership of platform capabilities, prioritization, and collaboration across multi-disciplinary teams, with a focus on improving

Qualifications

• 8+ years of experience in Product Management with ownership of digital/platform products.
• Strong trading domain knowledge across order lifecycle, execution, allocations, and workflows.
• Proven experience delivering products using Agile / Scrum methodologies.
• Exposure to AI-enabled features or data-driven capabilities.
• Ability to lead without formal authority in a matrixed org.
• Strong analytical, communication, and stakeholder-management skills.
• Experience writing detailed requirements, user stories, and acceptance criteria.

Responsibilities

• Own a strategic Trading Platform domain and shape long-term vision and prioritization.
• Lead backlog strategy and define requirements, rules, workflows, and acceptance criteria.
• Drive end-to-end delivery from discovery through production stabilization.
• Ensure alignment of roadmap, business goals, and engineering capacity.
• Serve as the primary product decision-maker for assigned capabilities.
• Provide SME guidance on trading workflows, OMS, and advisor servicing capabilities.
• Drive modernization and API-first platform capabilities with architecture teams.

Skills

PM experience

Trading domain

Agile/Scrum

AI features

Influence without authority

Analytical skills

Requirements writing

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Charles Schwab’s Digital Wealth & Advisor Platforms (DWAP) organization is seeking a Senior Product Manager (individual contributor) to lead a strategic product domain within our Trading Platform organization. This role is responsible for translating business strategy into executable product outcomes while partnering across technology, operations, investment management, compliance, and product leadership teams.

The Senior Product Manager will own a significant product capability area, drive prioritization decisions, manage complex dependencies, and ensure delivery of scalable trading solutions that support advisors, clients, and discretionary investment programs. The ideal candidate combines deep trading and wealth management expertise with strong product leadership, stakeholder influence, and Agile execution experience.

Key Responsibilities

Product Strategy & Vision

• Own a strategic Trading Platform domain and contribute to long-term product vision, roadmap development, and investment prioritization
• Partner with Product Managers and business leaders to define product strategy and measurable business outcomes
• Evaluate business opportunities, client needs, market trends, and operational challenges to shape future platform capabilities
• Develop business cases and recommendations that drive executive decision-making

Product Ownership & Execution

• Lead backlog strategy and prioritization across one or more Agile teams
• Define and communicate product requirements, business rules, workflows, and acceptance criteria
• Drive execution from discovery through delivery, implementation, and production stabilization
• Ensure alignment between roadmap commitments, business objectives, and engineering capacity
• Serve as the primary product decision-maker for assigned capabilities

Trading Platform Leadership

• Provide subject matter expertise across trading workflows, order management, execution management, portfolio management, model implementation, rebalancing, and advisor servicing capabilities
• Lead design and implementation of platform capabilities supporting discretionary and advised investment solutions
• Partner with architecture and engineering teams to define scalable, API-first platform capabilities and integration patterns
• Drive modernization initiatives that improve trading efficiency, scalability, resiliency, and client experience

Stakeholder & Cross-Functional Leadership

• Influence senior stakeholders across Product, Technology, Operations, Risk, Compliance, Legal, and Investment Management organizations
• Facilitate alignment across multiple delivery teams and business functions to resolve competing priorities and dependencies
• Communicate product strategy, roadmap progress, risks, and tradeoffs to leadership audiences
• Build consensus and drive decisions in highly matrixed environments

Delivery, Risk & Governance

• Establish success metrics and performance indicators for product capabilities
• Identify delivery, operational, and regulatory risks and develop mitigation strategies
• Ensure solutions meet business, regulatory, resiliency, and operational expectations
• Support production incidents, escalations, and continuous improvement initiatives
• Drive release planning and execution across multiple teams and stakeholder groups

What you have

Required Qualifications

• 8+ years of experience in Product Management, with demonstrated ownership of complex digital or platform products
• Strong trading domain knowledge (e.g., order lifecycle, execution, allocations, compliance, advisor or client trading workflows)
• Proven experience delivering products using Agile / Scrum methodologies
• Exposure to AI‑enabled features or data‑driven product capabilities
• Ability to lead without authority in a highly matrixed organization
• Strong analytical, communication, and stakeholder‑management skills
• Experience writing detailed requirements, user stories, and acceptance criteria

Preferred Qualifications

• Experience with wealth management, advisory, or brokerage platforms
• Experience building or modernizing API‑driven platforms and integrations
• Familiarity with large‑scale transformation initiatives and legacy platform modernization
• Experience with Order Management Systems, trade allocation, rebalancing

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance