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About the Role

The Digital Wealth Advisory Experiences team is responsible for defining and delivering experiences that help evolve how Schwab serves wealth management clients and supports the advisors who serve them. This role will support a flexible portfolio of high-priority initiatives that may include advisor teaming, client segmentation, ultra-high-net-worth experiences, and other emerging priorities across Wealth and Advice. In this role, you will work across Wealth, Retail, Technology, Operations, Product, and field teams to define future-state experiences and operating models, identify the capabilities needed to enable them, and help drive efforts from early strategy and discovery through implementation.

Responsibilities

Lead product strategy, discovery, and execution for a flexible portfolio of strategic Wealth initiatives, which may include advisor teaming, client segmentation, ultra-high-net-worth experiences, and related operating-model transformation efforts
Develop a deep understanding of wealth-management clients, advisor practices, service models, specialist engagement, and operational workflows to identify opportunities and define future-state experiences
Partner with business leaders and field stakeholders to clarify problems, test assumptions, define target outcomes, and turn broad strategies into actionable product plans
Connect strategy to execution by translating business and operating-model decisions into prioritized capabilities, requirements, roadmaps, user stories, and measurable outcomes
Help define how advisor teams, associate roles, specialists, and cross-functional partners coordinate around client and household needs, including the workflows and shared visibility required to support those relationships
Support the evolution of differentiated experiences for client segments, including affluent and ultra-high-net-worth clients, by connecting service-model decisions to advisor, client, process, and technology implications
Partner with technology and architecture teams to evaluate solution options and understand dependencies involving Salesforce, workflow platforms, data, integrations, and advisor-facing experiences
Serve as a product leader, connector, and integrator across multiple organizations, bringing structure to ambiguity and maintaining alignment among business, product, technology, operations, and field partners
Develop recommendations informed by client and advisor feedback, qualitative and quantitative analysis, business objectives, operational realities, and product-management best practices
Communicate strategy, priorities, decisions, progress, risks, dependencies, and trade-offs clearly to leadership and cross-functional stakeholders
Define success measures, monitor outcomes, incorporate feedback, and adjust the product approach as business priorities and insights evolve

Requirements

Bachelor's degree or equivalent practical experience
Strong product-management and product-strategy skills, with 7-10+ years of relevant experience; experience in financial services, wealth management, banking, fintech, or a related industry
Demonstrated understanding of wealth-management clients, advisor practices, products, services, or operating models
Experience leading complex, cross-functional initiatives from ambiguous problem definition through strategy, requirements, implementation, and outcome measurement
Ability to connect high-level strategy to practical execution and remain engaged in the details required to move work forward
Experience analyzing complex business processes, service models, or operating models and translating them into scalable product, process, and technology solutions
Strong discovery and requirements-definition skills, including the ability to synthesize business, client, advisor, operational, risk, and technology considerations
Exceptional written and verbal communication skills, including the ability to explain complex topics, frame decisions and trade-offs, tell a compelling story, and present to all levels of the organization
Demonstrated ability to influence without direct authority, build trusted cross-functional relationships, and align stakeholders with different priorities
Sufficient technical fluency to partner effectively with technology teams on workflows, data, integrations, platforms, and solution options
Advanced degree in business, product management, finance, technology, or a related field
High emotional intelligence, sound judgment, and the ability to lead through uncertainty, competing priorities, and organizational complexity
Self-starter with strong organizational skills and the ability to manage multiple workstreams in a dynamic environment
Direct experience in wealth advisory, ultra-high-net-worth, client segmentation, advisor teaming, specialist models, or advisor/client experience design
Experience defining or implementing new business, service, relationship, or operating models
Experience with Salesforce or Financial Services Cloud, including advisor or client workflows, team structures, data, or integrations
Experience leading large-scale product or business transformation initiatives in a regulated environment
Experience partnering with field organizations, advisors, operations teams, product design, architecture, engineering, risk, legal, or compliance
Familiarity with workflow automation, digital platforms, data-enabled experiences, or emerging technologies as enablers of business strategy

Skills

Product management
Product strategy
Financial services
Wealth management
Banking
Fintech
Business acumen
Technical understanding
Workflow
Data
Salesforce
Integrations
Discovery
Requirements definition
Communication
Influence
Relationship building
Stakeholder alignment
Technical fluency
Emotional intelligence
Judgment
Organization
Salesforce or Financial Services Cloud
Workflow automation
Digital platforms
Data-enabled experiences
Emerging technologies

Location

On site

Work Type

Full-time
On site

Experience Level

7-10+ years of relevant experience

Education Level

Bachelor's degree or equivalent practical experience
Advanced degree in business, product management, finance, technology, or 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.

Equal Opportunity

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