Sr Product Manager – Digital Product Management

Charles Schwab Inc.; Westlake (TX); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Inc. in Westlake, TX is seeking a Senior Product Manager, Digital Product Management, to lead Salesforce-enabled client-facing experiences and digital capabilities.

You will shape strategy, roadmaps, and delivery across Salesforce, reporting, and integrations, partnering with product, technology, UX/UI, service, marketing, and business teams. The role emphasizes collaboration, strategic thinking, stakeholder influence, and execution, with a focus on translating client and

Qualifications

• 5+ years of Salesforce and/or product management experience with demonstrated responsibility for delivering technology or digital capabilities.
• Experience contributing to or owning product strategy, vision, roadmaps, prioritization, and product lifecycle execution.
• Demonstrated ability to translate business opportunities, stakeholder needs, and user feedback into meaningful product requirements and outcomes.
• Experience partnering cross-functionally with technology, UX/UI, service, marketing, operations, and business stakeholders.
• Experience building relationships and influencing decisions across multiple levels of an organization.
• Demonstrated ability to communicate and present complex product, technology, or business concepts clearly to multiple audiences, including leadership.
• Experience managing multiple initiatives, priorities, and deliverables with a high degree of ownership and organization.
• Experience working in complex, evolving environments where priorities, technologies, and customer needs may change.
• Financial services experience preferred.
• Channel management and/or telephony integration experience preferred.
• Experience with Salesforce-supported client, sales, or service experiences is valuable.

Responsibilities

• Lead product management efforts that enable client-facing representatives to leverage technology solutions to better serve Schwab clients.
• Partner with product and technology teams throughout the product lifecycle to deliver efficient and effective Salesforce and digital solutions.
• Develop a strong understanding of end-user needs and use stakeholder insights to help prioritize product initiatives.
• Partner with UX/UI teams to facilitate feedback sessions, establish OKRs and success measures, and continuously improve the user experience.
• Partner with business stakeholders to develop product strategy and roadmaps that evolve Salesforce capabilities and support business objectives.
• Translate business and user needs into product requirements, refinements, and actionable priorities.
• Work cross-functionally with technology, design, service, marketing, and business partners to evolve digital capabilities.
• Communicate product vision, strategy, priorities, progress, and outcomes to stakeholders and leadership.
• Use feedback, product insights, and measurable outcomes to identify opportunities for continued product improvement.

Skills

Salesforce

Product management

Strategic thinking

Cross-functional leadership

Communication

Tools

Salesforce

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.

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.

As a Senior Product Manager, Digital Product Management, you will be part of a team driving digital transformation by delivering experiences and technology capabilities that enable our client-facing representatives to better serve Schwab clients.

You will play a critical role in shaping the strategy and evolution of Salesforce capabilities, reporting, digital channels, and integrations. You will work closely with product, technology, UX/UI, service, marketing, and business partners to translate client and representative needs into meaningful product solutions.

Success in this role requires a strong combination of product management, strategic thinking, relationship building, communication, stakeholder influence, technology fluency, and execution. Experience with Salesforce, financial services, channel management, or telephony integrations can further strengthen your ability to contribute.

What You'll Do

• Lead product management efforts that enable client-facing representatives to leverage technology solutions to better serve Schwab clients.
• Partner with product and technology teams throughout the product lifecycle to deliver efficient and effective Salesforce and digital solutions.
• Develop a strong understanding of end-user needs and use stakeholder insights to help prioritize product initiatives.
• Partner with UX/UI teams to facilitate feedback sessions, establish OKRs and success measures, and continuously improve the user experience.
• Partner with business stakeholders to develop product strategy and roadmaps that evolve Salesforce capabilities and support business objectives.
• Translate business and user needs into product requirements, refinements, and actionable priorities.
• Work cross-functionally with technology, design, service, marketing, and business partners to evolve digital capabilities.
• Communicate product vision, strategy, priorities, progress, and outcomes to stakeholders and leadership.
• Use feedback, product insights, and measurable outcomes to identify opportunities for continued product improvement.

Why You're Set Up for Success

You'll have the opportunity to combine product strategy, technology, client experience, and cross-functional leadership while supporting capabilities used by Schwab's client-facing representatives.

The role provides meaningful ownership across the product lifecycle, from understanding representative and business needs through prioritization, roadmap development, delivery, measurement, and continued enhancement.

You'll collaborate with partners across product, technology, UX/UI, service, marketing, and the broader organization, giving you opportunities to build relationships and influence how Schwab continues to evolve its digital capabilities.

Schwab Training and Development

Schwab supports ongoing learning through role-based development, cross-functional exposure, coaching, and opportunities to deepen your expertise in product management, Salesforce capabilities, digital platforms, client and representative experiences, and financial services.

You'll have opportunities to strengthen capabilities in areas such as product discovery, roadmap development, stakeholder management, technology delivery, data-driven decision making, and digital innovation. Curiosity, adaptability, and continuous learning are important to success as technologies and client needs continue to evolve.

Career Pathing

The role builds transferable capabilities across digital product management, product strategy, Salesforce and CRM platforms, client experience, technology transformation, and cross-functional leadership.

As you expand your expertise and impact, the experience gained in this role can support continued development across product management, digital transformation, client experience, technology enablement, strategy, and broader leadership opportunities based on business needs, demonstrated skills, performance, and career interests.

Competitive Compensation

In addition to the applicable salary range for the posting, this role may be eligible for bonus or incentive opportunities.

Schwab provides a competitive total rewards package designed to support employees and recognise their contributions. Applicable compensation and benefits information should be included in accordance with the posting location and company guidelines.

What you have

• 5+ years of Salesforce and/or product management experience with demonstrated responsibility for delivering technology or digital capabilities.
• Experience contributing to or owning product strategy, vision, roadmaps, prioritization, and product lifecycle execution.
• Demonstrated ability to translate business opportunities, stakeholder needs, and user feedback into meaningful product requirements and outcomes.
• Experience partnering cross-functionally with technology, UX/UI, service, marketing, operations, and business stakeholders.
• Experience building relationships and influencing decisions across multiple levels of an organization.
• Demonstrated ability to communicate and present complex product, technology, or business concepts clearly to multiple audiences, including leadership.
• Experience managing multiple initiatives, priorities, and deliverables with a high degree of ownership and organization.
• Experience working in complex, evolving environments where priorities, technologies, and customer needs may change.
• Financial services experience preferred.
• Channel management and/or telephony integration experience preferred.
• Experience with Salesforce-supported client, sales, or service experiences is valuable.

The Skills You Bring

Product Strategy & Roadmap Development: Connect business objectives and end-user needs to a compelling product vision, strategy, roadmap, and measurable outcomes.

Strategic Thinking: Evaluate complex business and technology opportunities, identify priorities, and translate strategy into actionable product decisions.

Product Lifecycle Management: Guide products and capabilities through discovery, prioritization, design, development, delivery, measurement, and ongoing refinement.

Client & User Focus: Keep client-facing representatives and Schwab clients at the center of product decisions and use feedback to continuously improve solutions.

Relationship Building: Build trusted partnerships across product, technology, UX/UI, service, marketing, business stakeholders, and leadership.

Influence & Collaboration: Create alignment and move initiatives forward across teams and organizational levels without relying solely on formal authority.

Communication & Executive Presence: Translate sophisticated product and technology concepts into clear messages and confidently tailor presentations to business partners and senior leaders.

Technology Fluency: Effectively partner on Salesforce, digital platform, reporting, integration, channel, and related technology discussions.

Prioritization & Decision Making: Balance user needs, business objectives, technical considerations, and organizational priorities to determine where product teams should focus.

Results Orientation: Translate product strategy into measurable outcomes and maintain accountability for delivering meaningful results.

Adaptability & Curiosity: Learn quickly, ask thoughtful questions, and adjust effectively as technologies, priorities, and client needs evolve.

Ownership & Organization: Operate as a self-starter who can manage multiple priorities, track outcomes, and move work forward with limited direction.