Senior Product Manager - Wealth Management & Advisor Experience

Charles Schwab; Raleigh (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5+

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Raleigh is seeking a Senior Product Manager (individual contributor) to drive modern wealth management experiences for advisors and clients. You will focus on a new portfolio management system, integrating Aladdin Wealth, and shaping advisor workflows, client reporting, and investment proposals to improve outcomes.

The role requires 5–7 years in product management within financial services and a strong grasp of wealth management processes.

Qualifications

• 5 to 7 years of product management or product development experience within financial services.
• Strong understanding of the wealth management industry and advisor workflows, including portfolio management, investment proposals, financial planning, client reporting, rebalancing, trading, risk analysis, and advice documentation.
• Strong product management skills, including discovery, roadmap management, backlog refinement, user stories, acceptance criteria, release planning, and Agile delivery.
• Ability to partner across technology, UX, business, risk, compliance, legal, operations, field, and vendor teams to deliver integrated digital experiences.
• Strong analytical, communication, and presentation skills with the ability to simplify complex topics for senior leaders and stakeholders.
• Self starter with sound judgment, strong ownership, and the ability to navigate ambiguity in a fast paced, highly matrixed environment.

Responsibilities

• Develop a deep understanding of advisor, client, and field needs and use data, feedback, and research to improve wealth management experiences.
• Help define and deliver the future portfolio management experience, including portfolio analysis, investment proposals, client reporting, rebalancing, trading, risk insights, and advice documentation.
• Partner with a third party vendor and internal technology teams to integrate Aladdin Wealth and related capabilities into advisor and client workflows.
• Build and manage product roadmaps, priorities, requirements, user stories, acceptance criteria, and release plans.
• Work across technology, UX, business, risk, compliance, field, operations, and vendor teams to align decisions, manage tradeoffs, and support release readiness.
• Communicate strategy, progress, risks, and recommendations to leaders in a clear, fact based, and outcome oriented manner.

Skills

Product management

Agile delivery

Stakeholder management

Analytical skills

Communication skills

Team collaboration

Education

Bachelor's degree

Postgraduate degree

Securities licenses

Tools

Aladdin Wealth

Job description

Charles Schwab in Raleigh is seeking a Senior Product Manager (individual contributor) to drive modern wealth management experiences for advisors and clients. You will focus on a new portfolio management system, integrating Aladdin Wealth, and shaping advisor workflows, client reporting, and investment proposals to improve outcomes.

The role requires 5–7 years in product management within financial services and a strong grasp of wealth management processes.