Sr Digital Product Manager (Rep-Assisted Relationships)

About the role

The Product Manager for the Digital Envelope product team at Charles Schwab Digital Retail is responsible for delivering intuitive, compliant, and scalable front-end experiences that enable representatives and clients to efficiently complete document and workflow-driven processes. This role requires strong collaboration, clear decision-making, and a relentless focus on user experience and business outcomes.

Responsibilities

• Own the Digital Envelope product roadmap and backlog, ensuring alignment to business priorities and client/rep experience goals
• Act as Product Owner for a dedicated front-end scrum team, driving sprint planning, backlog grooming, and execution
• Translate business requirements into clear user stories, acceptance criteria, and prioritized work
• Partner with engineering and design to deliver high-quality, scalable front-end solutions
• Design and optimize rep-assisted workflows, ensuring a seamless experience across digital and advisor/rep touchpoints
• Partner with stakeholders across service, operations, and compliance to ensure solutions meet business and regulatory needs
• Focus on improving speed, accuracy, and ease-of-use for both internal users and clients
• Drive the evolution of the Digital Envelope experience, including document workflows, client interaction flows, and digital completion journeys
• Identify opportunities to simplify and modernize document-driven processes
• Ensure tight integration with upstream and downstream systems impacting the client journey
• Collaborate with UX research and analytics to understand user pain points and behavior
• Engage directly with internal users (reps, service teams) to validate solutions and gather feedback
• Communicate product priorities, progress, and outcomes clearly to stakeholders
• Track performance using metrics and user feedback to continuously improve the product
• Identify and remove blockers to keep the scrum team moving efficiently
• Support release planning, testing, and go-to-market readiness

Requirements

• Bachelor’s degree in Business, Engineering, Computer Science, or related field
• 4–7 years of experience in digital product management or product ownership
• Documented experience working as a Product Owner in an Agile scrum environment, particularly with front-end teams
• Strong ability to translate business needs into product requirements and user stories
• Proven experience managing product backlogs and prioritization
• Excellent communication and stakeholder management skills
• Able to work effectively in a cross-functional team (product, design, engineering, operations)
• Strong organizational skills and ability to manage multiple priorities

Qualifications

• Experience supporting rep-assisted or service-driven experiences
• Familiarity with financial services and regulatory environments

Skills

• Strong collaboration and clear decision-making skills
• Relentless focus on user experience and business outcomes
• Ability to translate business needs into product requirements and user stories
• Proven experience managing product backlogs and prioritization
• Excellent communication and stakeholder management skills
• Able to work effectively in a cross-functional team (product, design, engineering, operations)
• Strong organizational skills and ability to manage multiple priorities

Benefits

Charles Schwab offers a competitive benefits package that includes:

• 401(k) with company match and Employee stock purchase plan
• Paid time off 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