Charles Schwab Sr. Staff, Product Management -Digital Advice in Lone Tree, Colorado


Lone Tree - CO, DENR1, 9800 Schwab Way, 80124

Nicole Stefanski


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 goals 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 at 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:

Digital Advice is seeking a senior product manager to be responsible for developing and executing plans to enhance the Intelligent Portfolios Automated Investing platform. Primary responsibilities are to improve and consolidate internal tools used to support accounts on the platform. This role will actively partner with various groups including compliance, legal, operations, and technology. Individuals will lead coordinated efforts with team members and cross-functional business partners. Members of the team who are highly successful demonstrate the ability to think creatively, develop recommendations that are data driven/fact-based, deliver results in a matrixed organization and have the flexibility and maturity to handle various situations. This role is for individuals with a bias for action and the ability to overcome obstacles to successfully execute on multiple projects simultaneously. The manager must be detailed oriented to be successful.

What you’ll do:

  • Lead product development of the support tools utilized by internal Schwab staff across the Intelligent Portfolios Automated Investing platform.

  • Create and maintain a full array of product management documentation in support of the Agile Scrum process, including writing user stories in support of development initiatives.

  • Support the execution of tactical implementation and rollout plans to launch new products, and enhance existing products . Collaborate with stakeholders to drive adoption and engagement.

  • Provide analytical and strategic support to develop a deep understanding of client needs and apply that understanding towards building more useful tools.

  • Provide thought leadership in the design of new processes/interactions to enhance the overall user experience

  • Additional projects and tasks based on business needs

What you have:

  • Excellent presentation, communication, and interpersonal skills

  • Experience in building partnerships to effectively deliver on projects in a cross-functional environment, and driving them to successful completion

  • Experience with analyzing data and information, and applying problem-solving skills to deliver recommendations and drive to results.

  • Ability to drive change and support new ways of doing things across organizational boundaries

  • Experience working in an agile environment, preferably as a product owner or with close affiliation with a product owner

  • Strong influencing and leadership skills

  • Builds credibility with peers and key stakeholders (at all levels of the organization) to be able to drive action.

  • Ability to develop multiple solutions to the same problem and identify the common failure modes associated with each

  • Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic.

  • Self-starter with outstanding organizational skills.

  • Curiosity to continually reevaluate existing user interactions.

  • Ability to track and manage multiple projects.

  • Good understanding and/or experience with financial services regulations is a plus

  • High level of comfort with technology

  • BA/BS degree (MBA preferred).

  • 5-8 years of consumer or retail product management or product development within financial services preferred

  • Knowledge of Schwab products, services and support systems is a plus

  • A strong track record of performance

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Product Development-6+ yrs

Position Located In: CO - Lone Tree

Education: BA/BS

Job Type: Full Time

Category:Digital Services

Activation Date: Thursday, December 6, 2018

Expiration Date: Friday, March 1, 2019

Apply Here