Senior Specialist, Digital Product Management - Trading Platform Team

Charles Schwab; Westlake (TX); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

401(k) match and Employee stock plan

Paid vacation and sabbatical program

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Sr. Specialist, Product Management for thinkorswim Web to deliver sophisticated digital trading experiences for self-directed investors and active traders.

The role partners with Product Management, Design, Engineering, Research, Risk, Compliance and other stakeholders to translate complex trading concepts into clear requirements and intuitive client experiences. The position supports discovery, roadmap planning, and continuous improvement in a fast-paced environment.

Qualifications

• 1–3 years of product management or related experience.
• Strong knowledge of financial markets and trading workflows.
• Ability to translate complex trading concepts into clear requirements.
• Excellent communication and presentation skills.
• Experience with Agile product development.

Responsibilities

• Define, develop, and deliver features for thinkorswim Web.
• Gather, analyze, and document business requirements and user stories.
• Conduct market research to improve active-trader experiences.
• Analyze feedback and metrics to inform prioritization.
• Partner with Design and Engineering through discovery, design, and release.

Skills

Analytical thinking

Problem-solving

Communication skills

Cross-functional collaboration

Customer-centric mindset

Education

Bachelor's degree in Business, Finance, Economics, CS, or IS

Equivalent relevant experience

Tools

Jira

Azure DevOps

Figma

Job description

Your opportunity

The thinkorswim Web team is seeking a motivated and customer-focused Sr. Specialist, Product Management to help deliver sophisticated digital trading experiences for self-directed investors and active traders. This role is designed for an early-career product professional who brings strong product fundamentals, customer empathy, and demonstrated knowledge of financial markets, including equities, options, futures, derivatives, and trading workflows.

The Sr. Specialist will partner closely with Product Management, Design, Engineering, Research, Risk, Compliance, and other business stakeholders to support product discovery, roadmap planning, feature delivery, and continuous improvement. The successful candidate will be able to understand complex trading concepts and help translate them into clear product requirements and intuitive client experiences.

Key Responsibilities

• Support the definition, development, and delivery of features and enhancements for thinkorswim Web.
• Gather, analyze, and document business requirements, user stories, acceptance criteria, and product decisions.
• Conduct customer, competitive, and market research to identify opportunities to improve active-trader experiences.
• Analyze client feedback, product usage metrics, and operational data to inform recommendations and prioritization.
• Partner with Design and Engineering throughout discovery, design, development, testing, release, and post-launch measurement.
• Assist with product roadmap planning, backlog refinement, prioritization, release readiness, and stakeholder communications.
• Participate in Agile ceremonies, including sprint planning, backlog refinement, reviews, and retrospectives.
• Prepare product documentation, business cases, presentations, and status updates for business and technical audiences.
• Identify opportunities to improve trading workflows, platform usability, accessibility, reliability, and client education.
• Build expertise in thinkorswim capabilities, self-directed investor needs, active-trader behaviors, and financial-market developments.

What you have

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, Computer Science, Information Systems, or a related field, or equivalent relevant experience.
• 1-3 years of experience in Product Management, Business Analysis, Digital Product Development, Financial Services, or a related discipline.
• Strong foundational knowledge of financial services, investing, and self-directed trading.
• Working knowledge of derivatives, particularly listed options and futures, including contracts, expiration, strike prices, calls and puts, basic options strategies, and the concepts of leverage and risk.
• Understanding of common order types and trading workflows, including market, limit, stop, and conditional orders.
• Formal or demonstrated trading education covering equities, options, futures, and financial markets.
• Ability to understand complex trading concepts and translate them into clear product requirements and intuitive client experiences.
• Strong analytical, critical-thinking, and problem-solving skills.
• Excellent written, verbal, and presentation skills.
• Ability to manage multiple priorities and deliver results in a fast-paced environment.
• Ability to collaborate effectively across Product, Design, Engineering, Research, Risk, Compliance, and other business functions.
• Customer-focused mindset with strong attention to detail and a commitment to continuous learning.

Preferred Qualifications

• Hands-on experience using sophisticated trading platforms, particularly thinkorswim or a comparable active-trader platform.
• Additional knowledge of multi-leg options strategies, futures products, market data, charting, technical analysis, and advanced trading tools.
• Experience supporting or building web-based financial, brokerage, or trading products.
• Familiarity with Agile product development and tools such as Jira, Azure DevOps, or Figma.
• Experience using product analytics, experimentation, customer research, and client feedback to inform decisions.
• Financial industry licensing, certifications, coursework, or other relevant trading and markets education.
• Familiarity with Prediction Markets

Knowledge and Skills

• Understanding of retail investing, active trading, and self-directed investor behaviors.
• Knowledge of options and futures terminology, lifecycle events, risk concepts, and common trading strategies.
• Ability to communicate trading concepts clearly to both business and technical audiences.
• Ability to convert customer needs and business objectives into actionable product requirements.
• Data-informed decision-making and the ability to define meaningful measures of product success.
• Strong collaboration, organization, stakeholder management, and influencing skills.
• Curiosity about financial technology, market structure, trading education, and product innovation.

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