Sr. Manager, Product Strategy Manager

Charles Schwab; Dallas, Westlake (TX, TX); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Bonus potential

Job summary

Charles Schwab seeks a Senior Manager for Enterprise Platforms for Integrated Compliant Content (EPIC) to lead disclosure content governance and cross-functional programs. You will translate regulatory requirements into scalable processes, partner with product and tech, and drive platform roadmaps with risk controls.

The role emphasizes leadership, operational excellence, and collaboration across Compliance, Legal, Marketing, and Technology to improve compliant content management and audit

Qualifications

• Bachelor's degree or equivalent experience required.
• 7+ years of experience in business strategy, program management, product management, operations, compliance, content governance, or related discipline.
• Experience leading complex cross-functional initiatives.
• Strong stakeholder management and influencing skills across business, compliance, legal, and technology.

Responsibilities

• Develop and advance the disclosure fragment management strategy with a future-state vision.
• Lead and manage a cross-functional enterprise program across multiple units.
• Drive execution with a data-informed roadmap and reporting to leadership.

Skills

Stakeholder management

Cross-functional leadership

Regulatory/content governance

Communication (written and verbal)

Strategic program management

Problem solving

Education

Bachelor's degree or equivalent experience

Tools

Content management systems

Workflow automation tools

Governance platforms

Job description

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.

The Enterprise Platforms for Integrated Compliant Content (EPIC) team plays a critical role in enabling the creation, governance, and delivery of compliant content across the enterprise. Positioned at the intersection of Product, Compliance, Legal, Marketing, and Technology, the team is responsible for driving scalable, standardized solutions that ensure content accuracy, traceability, and regulatory alignment.

The team supports the end-to-end lifecycle of disclosure fragments and compliant content, improving operational efficiency, strengthening governance, and enhancing audit readiness across the enterprise. Through strategic partnerships and platform modernization efforts, EPIC helps reduce risk while delivering consistent experiences for clients and representatives.

As aSenior Manager, Enterprise Platforms for Integrated Compliant Content (EPIC), you will collaborate across business and technology teams to drive scalable solutions, strengthen controls, and improve compliant content management practices. This role requires strong leadership, operational excellence, and the ability to translate complex regulatory requirements into effective business processes.

What’s in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development enables you to make a meaningful difference for clients, colleagues, and your career.

What you’ll do

Develop and advance the disclosure fragment management strategy

• Assess business needs, regulatory requirements, and current-state processes to identify opportunities to strengthen disclosure management capabilities.
• Define a future-state vision and scalable strategy for disclosure content management, with measurable outcomes tied to user experience, operational efficiency, control effectiveness, and risk mitigation.
• Develop clear, compelling materials that communicate priorities, influence leadership alignment, and support decision-making across multiple organizational levels.

Lead and manage a cross-functional enterprise program

• Drive alignment across business units, compliance, legal, operations, marketing, product, and technology partners to evaluate opportunities, manage trade-offs, resolve dependencies, and deliver shared outcomes.
• Establish and lead operating routines that surface risks, track progress, resolve issues, and enable timely decisions across the disclosure program.
• Facilitate cross-functional discussions to identify challenges with existing disclosure solutions and build consensus on practical paths forward.
• Partner with product and technology teams to evaluate platform solutions by feasibility, cost and impact and help shape the platform roadmap.

Drive execution and deliver enterprise outcomes

• Translate opportunities into clear, data-informed solutions that articulate value, risks, trade-offs, and recommended actions.
• Create, maintain, and actively manage a program roadmap informed by business priorities, partner input, product direction, and delivery dependencies.
• Partner with data stakeholders and cross-functional teams to develop reporting that supports program management, user adoption, and leadership updates.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week 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 Qualifications

• Bachelor's degree or equivalent experience.
• 7+ years of experience in Business Strategy, Program Management, Product Management, Operations, Compliance, Content Governance, or a related discipline.
• Experience leading and enhancing complex operational, platform, or process-driven initiatives in a cross-functional environment.
• Strong stakeholder management and influencing skills with the ability to build partnerships across business, compliance, legal, and technology organizations.
• Demonstrated experience managing governance, controls, audit readiness, or compliance-related activities.
• Strong analytical and problem-solving skills with the ability to evaluate business processes, identify opportunities, and drive continuous improvement.
• Experience balancing multiple priorities and executing effectively in a fast-paced, evolving environment.
• Excellent written and verbal communication skills.

Preferred Qualifications

• Experience within financial services or another highly regulated industry.
• Knowledge of content lifecycle and management.
• Experience supporting workflow automation, content management systems, or governance platforms.
• Proven ability to lead change management, training, and adoption initiatives.
• Experience partnering with Product and Technology teams to deliver platform enhancements and scalable solutions.

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