Charles Schwab Chat and Online Communication Sr. Product Manager - Lone Tree, CO in Lone Tree, Colorado

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 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 Culture: Through Clients’ Eyes: https://www.youtube.com/watch?v=Qkic76FWat8

Our Opportunity:

Charles Schwab Relationship Solutions Group defines the representative experience and oversees the management of Schwab’s electronic channels and internal platforms used by Schwab service representatives and financial consultants. The group is responsible for providing tools, solutions and experiences that enable clients to achieve their financial objectives, while supporting the strategic growth of the firm. The group supports all of Schwab’s business enterprises and works with a wide range of internal stakeholders including technology, sales and service, strategy and marketing. The Desktop Solutions organization is responsible for the Sales, Service, Advice and Supervision platforms that support the client facing teams that serve Schwab clients. Our mission is to deliver an exceptional representative experience and enable the ability to establish, grow and solidify relationships with our clients. We are seeking a Senior Product Manager level resource to fill an eServices Product Management role. The eServices manager will actively partner with business, technology and enterprise platform partners to develop and execute a strategy and roadmap for eServices channels including chat and email.

What you’ll do:

The Chat and Online Communication Sr. Product Manager will develop and execute a chat and email channel strategy across the suite platforms that support financial services professionals.

You will have 4 primary responsibilities:

  • Develop the strategic roadmap: Deliver data-driven insights, producing recommendations and business cases to support actionable strategic direction and business prioritization to drive improvements to the delivery and quality of live chat and online communication channels.

  • Execute on business strategy: Leading and supporting projects with cross-functional partners, including channel organizations (branch network, service centers, schwab.com), project management, marketing, operations, legal, and compliance.

  • People manager: Manage, organize, and oversee the daily operations and activities of the eServices team where some employees may not be co-located.

  • Optimize the current tool sets: Evaluate the current usage of the suite of online tools (co-browse, vides, texting…) to drive adoption and engagement.

What you have:

  • 7+ years of experience in financial services, wealth management, and/or retirement product/strategy/planning functions.

  • Minimum of 4 years’ experience managing and implementing projects to client facing organizations.

  • Demonstrated experience with chat and online communication channels 3-5 years of people leadership experience, preferably within financial service.

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions.

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts.

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer.

  • 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 http://www.aboutschwab.com/careers/lifeatschwab/%22 .

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.

Position Located In: CO - Lone Tree