Sr. Manager, Digital Product Manager

Charles Schwab; Orlando (FL); 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 and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring for a Product Owner role within Schwab Advisor Services in Orlando. You will help shape the MCP platform roadmap, translate advisor needs into prioritized items, and collaborate with engineering to deliver scalable, secure capabilities.

You will lead discovery with RIAs and fintech partners, define success metrics, and communicate outcomes to leadership. A strong API background and cross-functional collaboration are essential.

Qualifications

• 5+ years of experience as a Product Owner or in digital product management with complex tech solutions.
• Hands-on API experience including defining requirements and integrations.
• Direct experience with Schwab Advisor Center capabilities and advisor workflows preferred.
• Proven backlog management, user story writing, and sprint execution in Agile environments.
• Strong analytical, problem-solving, and data-driven decision skills.
• Strong stakeholder management and clear communication capabilities.
• Excellent written and verbal communication; ability to present plans to internal audiences.
• Bachelor's degree required.

Responsibilities

• Contribute to and execute the product vision, strategy, and roadmap for MCP.
• Translate advisor needs into clearly defined product increments and backlog items.
• Lead discovery and validation with RIAs, internal partners, and fintech providers.
• Define, track, and report platform success metrics and adoption trends.
• Collaborate with engineering to deliver scalable, secure platform capabilities.
• Act as SME on Schwab API capabilities and Advisor Center features.
• Champion advisor feedback and evaluate market opportunities to improve UX and impact.
• Collaborate cross-functionally with design, engineering, compliance, and business teams.

Skills

Product ownership

API experience

Backlog prioritization

Stakeholder management

Data-driven decisions

Communication skills

Education

Bachelor's degree

Job description

Your opportunity

Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. Schwab serves approximately 16,000 individual RIA businesses with over $5 trillion in assets under management in accounts at Schwab.

In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. We have built our business on serving the needs of RIAs and advancing an industry that helps them and their clients thrive. This includes the third-party platforms that enable RIAs to run their businesses effectively.

Schwab Advisor Services is building an MCP (Model Context Platform) server that can support both internal and external needs. The MCP team will be responsible for developing a strategic roadmap with input from key stakeholders, advisors, and third parties and executing the vision.

What You’ll Do

• Contribute to and execute the product vision, strategy, and roadmap for MCP by translating business outcomes and advisor needs into clearly defined, prioritized product increments and backlog items
• Develop a deep understanding of Schwab Advisor Center's current capabilities and/or API offerings; evaluate internal and partner roadmaps for AI on platform to inform and evolve our MCP offering
• Lead product discovery and validation efforts with RIAs, internal business partners, and fintech providers to identify and prioritize high-value workflow use cases.
• Define, track, and communicate platform and product success metrics; report on roadmap progress, adoption trends, and outcomes to the Director and relevant stakeholders
• Partner with engineering teams to deliver scalable, secure, and resilient platform capabilities while balancing innovation, technical feasibility, risk management, and operational excellence
• Serve as a subject matter expert on Schwab's API capabilities and Schwab Advisor Center features, helping the team and stakeholders understand platform dependencies and integration opportunities
• Champion advisor and partner feedback, continuously evaluating market opportunities, platform performance, and enhancement priorities to improve user experience and business impact
• Collaborate cross-functionally with design, engineering, compliance, and business teams to ensure product decisions are well-informed and aligned with enterprise priorities

We Believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.

What you have

Required Experience & Skills

• 5+ years of experience as a Product Owner or in digital product management, with a demonstrated ability to deliver complex technology and business solutions
• Hands-on experience working with APIs, including defining API requirements, supporting integrations, or delivering API-oriented products
• Direct experience with Schwab Advisor Center capabilities and advisor workflows preferred
• Proven ability to manage and prioritize a product backlog, write clear user stories and acceptance criteria, and drive sprint execution in an agile environment
• Strong analytic and problem-solving skills, with experience using data, customer insights, and market feedback to guide product decisions and measure success
• Effective stakeholder management and communication skills, with the ability to synthesize input from diverse partners and align teams around shared priorities
• Excellent written and verbal communication skills, including the ability to present product plans, progress updates, and business cases clearly to internal audiences
• Experience developing product metrics and adoption frameworks to measure and communicate product value
• Bachelor's degree required;

Preferred Qualifications

• Experience with MCP, platform, or workflow-orchestration products that serve multiple customer segments or partner ecosystems
• Familiarity with fintech or financial services technology platforms

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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