DAFgiving360 Product Manager - Advisor Services

About the role

The Product Manager for Advisor Services at DAFgiving360™ will support the advisor product segment with an emphasis on Schwab core systems and trading platforms. This role will synthesize advisor insights, shape the strategic product roadmap, and support modernization efforts that improve advisor interactions across onboarding, ongoing service, and platform experiences.

Responsibilities

• Create and implement a product modernization roadmap for Advisor Services that aligns advisor needs, organizational goals, client experience priorities, and Schwab platform strategy.
• Use advisor feedback, market research, industry trends, and product performance insights to inform product strategy, roadmap decisions, and opportunity prioritization.
• Partner across Product, Technology, UX, Program Management, scrum teams, Schwab partners, grants, and client experience stakeholders to define requirements and deliver outcomes.
• Coordinate release planning with Product Managers, Product Owners, scrum teams, and partner teams, including serving as a subject matter expert for post-deployment certification.
• Owning the advisor product suite through development, implementation, delivery, and post-launch support.
• Identify opportunities to improve advisor interactions with Schwab Charitable systems from onboarding through ongoing service.
• Support compliance, risk management, and reputation protection by helping maintain strong relationships between RIAs, Schwab, and DAFgiving360.
• Develop strategic recommendations to determine the need and viability of dedicated technology support to enable roadmap delivery.
• Communicate clearly with technical and non-technical stakeholders to align priorities, decisions, dependencies, and outcomes.

Requirements

• 3+ years experience in product management
• Strong understanding of the Registered Investment Advisor business model
• Experience conducting market research, gathering client feedback, analyzing industry trends, and using user feedback to inform product strategy and roadmap decisions
• Experience collaborating with cross-functional teams, including program managers, developers, UX designers, and stakeholders, to define product requirements and prioritize features
• Experience developing and executing product launch plans, including go-to-market strategies, change management plans, documentation, and training materials
• Ability to monitor product performance, track key metrics, and continuously identify opportunities for improvement
• Complete understanding of the SAFe framework and PI planning process
• Ability to stay informed about regulations and compliance requirements pertaining to grant management
• Ability to build and maintain strong relationships with internal partners and stakeholders in the grants and client experience ecosystem

Qualifications

• Required Qualifications: Bachelor's degree in a relevant field, such as Business or Computer Science; (Master's degree is a plus)
• Skills-Based Focus Areas: Product Strategy & Roadmap Ownership, Advisor / Client Experience Stakeholder Collaboration & Influence, Agile Product Delivery, Risk, Compliance & Reputation Management, Analytical Problem Solving, Communication for Technical and Non-Technical Audiences

Benefits

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance