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About the Role
The Digital Wealth Advisory Experiences team is responsible for defining, delivering, and managing digital experiences that help advisors operate more efficiently and better serve clients. We are focused on simplifying complex advisor workflows and delivering capabilities that improve productivity through thoughtful product design, workflow optimization, automation, and emerging digital technologies. We are looking for a product manager who is passionate about understanding advisor needs, navigating operational complexity, and partnering across business and technology teams to deliver meaningful outcomes. The Senior Digital Product Manager (individual contributor) will work closely with stakeholders across Wealth, Retail, Technology, Operations, and Product teams to identify opportunities that improve advisor efficiency and reduce operational friction. You will play a critical role in defining, managing, and delivering advisor productivity capabilities, workflow automation solutions, and digital experiences that support the evolution of future-state, AI-assisted advisor workflows.
Responsibilities
- Manage discovery and prioritization of Wealth Skills backlog and roadmap
- Lead discovery and requirements definition efforts to translate business and advisor needs into prioritized product outcomes
- Develop a deep understanding of advisor, service, and operational workflows across wealth management functions, identifying opportunities to simplify handoffs, reduce friction, and improve productivity
- Serve as a product leader, connector, and integrator at the intersection of multiple business teams, building an understanding of how work flows across organizations and where digital capabilities can reduce complexity, improve efficiency, and enhance the advisor experience
- Leverage product management expertise to define and deliver scalable solutions that simplify complex workflows, reduce manual effort, and generate measurable advisor time savings
- Partner with business, technology, and design stakeholders to evaluate solution options, define requirements, and drive delivery of high-impact capabilities
- Translate operational insights and stakeholder feedback into actionable roadmaps, user stories, and measurable product outcomes
- Collaborate with UX, engineering, operations, and advisor teams to deliver solutions that are intuitive, scalable, and valuable
- Develop recommendations informed by workflow analysis, business objectives, user feedback, and product best practices
- Communicate roadmap priorities, delivery progress, risks, dependencies, and opportunities to leadership and stakeholders
- Help shape and deliver advisor productivity capabilities that support the ongoing evolution of AI-assisted workflows
Requirements
- Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
- Strong digital product management skills; 7-10+ years of digital product management experience, preferably with 5+ years in Financial Services, Wealth Management, Banking, Fintech, or related industries
- Exceptional written and verbal communication skills; ability to communicate complex messages and trade-offs, tell a compelling story, and present to all levels of the organization
- Demonstrated ability to synthesize qualitative and quantitative data from within a large cross-functional environment, identify opportunities, and drive recommendations
- Experience applying AI, automation, or workflow optimization capabilities within a product, business, or operational context
- Experience analyzing complex business processes and translating operational needs into scalable product solutions
- Proficient with tools such as Jira, Confluence, VS Code, GitHub, Visio, and similar product platforms
- High emotional intelligence; ability to manage uncertainty and lead through challenging projects and processes
- Self-starter with outstanding organizational skills and ability to track multiple projects in parallel
- Effective relationship builder; ability to partner cross-functionally and work effectively with various personality types at all levels of the organization
- Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic
- Bachelor's Degree or equivalent practical experience
- Advanced degree in a related field
- Experience leading AI initiatives from concept through delivery and adoption
- Experience defining and prioritizing workflows, automations, integrations, or intelligence capabilities within a Wealth Management or Advisor platform
- Experience leading large-scale product transformation initiatives
- Experience delivering advisor productivity, workflow automation, or operational efficiency solutions
Skills
- AI
- Automation
- Workflow optimization
- Jira
- Confluence
- VS Code
- GitHub
- Visio
Location
- On site
Work Type
- Full-time
Experience Level
- 7-10+ years of digital product management experience
- 5+ years in Financial Services, Wealth Management, Banking, Fintech, or related industries
Education Level
- Bachelor's Degree or equivalent practical experience
- Advanced degree in a related field
Salary/Compensations
- In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
About the Company
- 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.