Charles Schwab Sr. Product Manager, Portfolio Management Solutions - Advisor Technology Solutions 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 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:

Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology and practice management to registered independent advisory firms. It provides access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts. Schwab Advisor Services’ approximately 7,000 registered independent advisors manage over $1 trillion of assets at Schwab.

Within Advisor Services, the Advisor Technology Solutions team is specifically focused on helping advisors deliver an exceptional client experience, while driving their own firm’s productivity by providing them with industry leading proprietary and third-party technology solutions.

What you’ll do:

Advisor Technology Solutions is seeking a Senior Product Manager to play a key role in the design, development and offer of Schwab Performance Technologies portfolio management solutions used by RIA firms for firm business management, portfolio accounting, performance measurement, client reporting and presentation. This individual will work closely with business and technology leaders and subject matter experts to deliver key product functionality and enhancements for thousands of advisors who rely on these portfolio management solutions to run their business.

Key responsibilities include:

  • Develop the strategic roadmap for the product and serve as the product owner and champion to key partner organizations- Technology, Service, Sales, Marketing/PR and Legal/Compliance

  • Translate client needs/competitive pressure into product vision and define key product requirements and overall client experience required to achieve vision

  • Lead the assessment of sales, service and tech support impacts including the design of key elements of the sales and service experience required to achieve product and business objectives

  • Manage the release process by working closely with the development team to ensure new enhancements and maintenance items are packaged and delivered on timely basis

  • Interact with advisors to learn about their unique business needs and prioritize features to address these needs

  • Assess and communicate risks, scope trade-off decisions and impact of these to timeline and budget to management and business stakeholders to ensure alignment.

  • Provide leadership and project management in a matrix environment through the effective use of influence management skills

  • Serve as subject matter and product expert as needed to support business needs (sales, service, client, etc.)

What you have:

  • BA/BS degree or equivalent experience

  • 5+ years of product management experience

  • An entrepreneurial spirit with the ability to work independently

  • Experience in financial services product management (experience with the RIA market considered a plus)

  • Strong product management experience with a demonstrated ability to develop and drive projects to successful completion

  • Highly skilled at working cross-functionally within a complex organization

  • Ability to develop a product strategy and translate it into implementable action items

  • Ability to fluidly navigate from strategic to tactical assignments

  • Exceptional analytical, organization and business planning skills

  • Excellent project management skills

  • Product delivery experience within an Agile environment preferred

  • Strong communication & presentation skills (written and verbal)

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/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.

Position Located In: AZ - Phoenix, CO - Lone Tree, NC - Raleigh, CO - Denver