Sr. Manager, Product Owner – Retirement Services (API)

Charles Schwab; Westlake (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Career growth opportunities

Collaborative work environment

Competitive compensation

Job summary

A leading financial services company seeks a Product Owner for the Retirement Plan Services Digital Team in Texas. The role requires expertise in product management and business operations, aiming to modernize systems and improve operational efficiency. You will translate market understanding into actionable product requirements and lead cross-functional initiatives. Ideal candidates are expected to have a strong grasp of digital solutions and industry trends. The position requires in-office collaboration to ensure optimized workflow and client satisfaction.

Qualifications

• Experience in product management within a digital environment.
• Strong understanding of industry trends and client needs.
• Ability to create user stories based on client requirements.

Responsibilities

• Identify opportunities to modernize the recordkeeping system.
• Work with partners to design and execute key processes.
• Lead cross-functional initiatives with a focus on product requirements.

Skills

Business analysis

Scrum methodologies

Product management

Automation processes

Education

Bachelor's degree or equivalent

Tools

Agile software

Job description

Overview

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

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).

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goal with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm, and the world. We live and bring to life the concept of “own your tomorrow” every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

The Retirement Plan Services Digital team is responsible for offer design, product management and platform operations and innovation for Schwab’s retirement plan solutions. Our mandate is to strengthen and extend our digital offering to more participants, plan sponsors, and consultants as we work to further our scale and create more tailored experiences for key segments of our client base. To do this, we work with partners and delivery organizations to ensure key processes / interactions are designed and executed smoothly.

As a Product Owner on the Retirement Plan Services Digital Team, you will be responsible for identifying and evaluating opportunities to modernize the recordkeeping system to better meet the needs of our internal business teams, plan sponsors, and plan participants across the financial spectrum. The capabilities in this area will help form the basis of how the firm meets our participants’ and sponsors’ needs and help drive operational efficiency gains, risk reduction, and modernization.

Brief Description Of The Role

The role of the Product Owner is a pivotal one that is expected to be aware of industry trends, clients’ needs (including internal clients), and the fundamentals of software solutions. In addition, you are expected to have a good grasp of business operations and processes that impact your product. As a Product Owner, you will convert your understanding of the marketplace, client needs, and operations into product requirements (user stories) for the Scrum team(s) in support of meeting business objectives. You will champion your product(s) and lead cross-functional initiatives within a matrixed organization. This role will have a strong focus on the back-end automation of existing business processes, but there may be a front-end element as well depending on business priorities and specific initiatives.