Charles Schwab Product Owner, Portfolio Management Income Reporting in Raleigh, North Carolina


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:

Product Owner, Portfolio management income reporting. The person in this role will be responsible for defining, developing, and delivering new and capabilities associated with investment portfolio calculations. The initial focus will target investment income calculations, for use in retail client experiences on and the Schwab mobile app.

What you’ll do:

  • Take ownership of investment income calculations delivery, which includes;Work closely with fellow portfolio management product owners, ensuring the quality and consistency of calculated information is maintained across the platform

  • Investigation and analysis of the current income data provided across Schwab’s various platforms, along with areas for improvement and enhancements

  • Create requirements and user stories for new features to support income calculations within the portfolio management domain

  • Managing the execution and delivery of prioritized features

  • Help to prioritize features and provide input into the overall portfolio management domain roadmap

  • Identify areas of opportunities for leveraging the portfolio management domain to expand and enhance client level reporting capabilities across Schwab’s various organizations and affiliates

What you have:

  • Good experience in financial services including an understanding over the range of financial product and account types available to consumers today.

  • A foundational understanding of the concepts and principals involved in financial planning, investment portfolio management, and client reporting

  • High adaptability in managing an emerging platform through new and evolving consumer trends in financial data management.

  • Experience working in or closely with Agile principled development teams

  • Ability to cultivate relationships with a variety internal partner platforms and stakeholders

  • Excellent verbal and written communication skills

  • Strong interpersonal and communication skills, exemplifying the vision and values of Schwab

  • Familiarity with fixed income products and their associate income calculations ( preferred )

  • Familiarity with Service Oriented Architecture and RESTful service principles ( preferred )

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.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Product Development-2-5 yrs

Position Located In: NC - Raleigh

Education: BA/BS

Job Type: Full Time

Category:Information Technology

Activation Date: Thursday, October 5, 2017

Expiration Date: Saturday, January 6, 2018

Apply Here