Senior Product Manager - Trading Platform & Wealth Tech

Charles Schwab; Chicago (IL); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match and Employee

Stock purchase plan

Paid time off / vacation

Job summary

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.

Qualifications

• 8+ years of experience in Product Management, with 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

Responsibilities

• 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
• 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
• 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
• 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
• 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

Skills

Trading domain

Agile / Scrum

Stakeholder management

Requirements writing

Analytical skills

Communication

Leadership without authority

AI features awareness

Job description

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.