Charles Schwab Product Owner & Salesforce Administrator 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:


This Product Owner role is a key member of the CRM (Customer Relationship Management) team, which is responsible for the product management of the CRM platforms used by Schwab’s front line professionals to deliver industry leading service to Schwab clients.

The CRM team plays an integral role within the Desktop Tools team by helping to shape the future vision for sales and service desktop capabilities at Schwab. These capabilities are a critical component in enabling Schwab to evolve its relationship model with clients and provide a differentiated client experience. In the Product Owner capacity, there is tremendous opportunity to make a positive contribution to the rep experience as we extend the Salesforce footprint at Schwab.

What you’ll do:

As a Salesforce Product Owner, individuals will have responsibility for the management and welfare of the CRM platform at all stages of its lifecycle. Day-to-day responsibilities include hands-on administration and issue resolution for the platform. This includes analyzing the needs of business stakeholders, translating feature requirements into a business specification, and managing the phases of delivery for enhancements and cross-platform project deployments.

This individual must collaborate effectively with diverse business and technology partners across the firm, leveraging cross functional teams to deliver end user delighting experiences that balance tight timelines with multiple priorities (and risks) while exercising good business judgement.

What you have:

• Education: BA required, 5+ years of relevant work experience required including:

  • 5+ years of experience with Salesforce and Legacy integrations in a large enterprise (including Salesforce ADM 201 certification)

  • 3+ years in product owner role on Agile teams

  • Financial services a plus

• Excellent written and verbal communication skills

• Strong analytical and problem-solving skills (self-starter style)

• Highly client-oriented with a collaborative work style

• Demonstrated ability to work within all aspects of the development lifecycle

• Strong relationship building and facilitation skills

• Solid attention to detail, coupled with an ability to think strategically

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" .

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