Senior Retirement Investment Product Lead

Charles Schwab; Omaha (NE); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering leave

Sabbatical after 5 years of service

Job summary

Charles Schwab Workplace Services seeks a strategic product and offer management leader to shape retirement investment solutions for plan sponsors and participants.

You will drive evaluation, development, and management of investment-related products across the retirement platform, partnering with Investment Management, Sales, Service, Operations, Digital, Technology, Legal, Compliance, and external providers.

Qualifications

• 7+ years of product management, retirement industry, wealth management, investment products, or financial services experience.
• Strong analytical, strategic thinking, and business case development capabilities.
• Demonstrated experience leading complex cross-functional initiatives.
• Excellent written and verbal communication skills, including experience presenting to senior leadership.

Responsibilities

• Lead strategic assessment, product development, and lifecycle management for retirement investment products and related Workplace offerings.
• Evaluate emerging market trends, regulator developments, and client needs to identify new growth opportunities.
• Develop business cases, product definitions, and executive recommendations for new investment solutions.
• Serve as a product owner and SME for assigned offerings, ensuring operational readiness and risk management.
• Partner with internal stakeholders to define product requirements and coordinate delivery across Digital, Technology, Ops, Legal, Compliance, and Service teams.
• Manage strategic relationships with external providers, recordkeepers, asset managers, and middleware firms.
• Support governance processes and executive decision-making through data-driven analysis.
• Monitor product performance and identify opportunities to improve adoption and client satisfaction.
• Act as a trusted advisor on retirement product trends within Workplace Services.

Skills

Product management

Retirement industry

Wealth management

Investment products

Financial services

Job description

Charles Schwab Workplace Services seeks a strategic product and offer management leader to shape retirement investment solutions for plan sponsors and participants.

You will drive evaluation, development, and management of investment-related products across the retirement platform, partnering with Investment Management, Sales, Service, Operations, Digital, Technology, Legal, Compliance, and external providers.