Senior Product Manager, Trading Platform & Wealth Tech

Charles Schwab

Westlake (TX)

On-site

USD 140,000 - 210,000

Full time

2 days ago

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Benefits offered by this job

401(k) match

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health/dental/vision insurance

Job summary

Charles Schwab’s Digital Wealth & Advisor Platforms (DWAP) organization seeks a Senior Product Manager to lead a strategic Trading Platform domain. Translate business strategy into executable product outcomes while partnering across technology, operations, investment management, compliance, and product leadership teams.

The role owns a significant product capability area, drives prioritization, manages dependencies, and ensures delivery of scalable trading solutions for advisors, clients, and

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.

Responsibilities

Own a strategic Trading Platform domain and contribute to long-term product vision, roadmap development, and investment prioritization.
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 knowledge

Agile / Scrum

AI features exposure

Lead without authority

Analytical skills

Communication skills

Requirements writing

Job description

The role owns a significant product capability area, drives prioritization, manages dependencies, and ensures delivery of scalable trading solutions for advisors, clients, and

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