Sr. Manager, Digital Product Manager

About the role

Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. The MCP (Model Context Platform) team is building a server that supports both internal and external needs, developing a strategic roadmap with input from key stakeholders, advisors, and third parties.

Responsibilities

• Contribute to and execute the product vision, strategy, and roadmap for MCP by translating business outcomes and advisor needs into clearly defined, prioritized product increments and backlog items.
• Develop a deep understanding of Schwab Advisor Center's current capabilities and API offerings; evaluate internal and partner roadmaps for AI on platform to inform and evolve the MCP offering.
• Lead product discovery and validation efforts with RIAs, internal business partners, and fintech providers to identify and prioritize high‑value workflow use cases.
• Define, track, and communicate platform and product success metrics; report on roadmap progress, adoption trends, and outcomes to the Director and relevant stakeholders.
• Partner with engineering teams to deliver scalable, secure, and resilient platform capabilities while balancing innovation, technical feasibility, risk management, and operational excellence.
• Serve as a subject matter expert on Schwab's API capabilities and Schwab Advisor Center features, helping the team and stakeholders understand platform dependencies and integration opportunities.
• Champion advisor and partner feedback, continuously evaluating market opportunities, platform performance, and enhancement priorities to improve user experience and business impact.
• Collaborate cross‑functionally with design, engineering, compliance, and business teams to ensure product decisions are well‑informed and aligned with enterprise priorities.

Requirements

• 5+ years of experience as a Product Owner or in digital product management, delivering complex technology and business solutions.
• Hands‑on experience working with APIs, including defining API requirements, supporting integrations, or delivering API‑oriented products.
• Direct experience with Schwab Advisor Center capabilities and advisor workflows (preferred).
• Proven ability to manage and prioritize a product backlog, write clear user stories and acceptance criteria, and drive sprint execution in an agile environment.
• Strong analytical and problem‑solving skills; experience using data, customer insights, and market feedback to guide product decisions and measure success.
• Effective stakeholder management and communication skills; ability to synthesize input from diverse partners and align teams around shared priorities.
• Excellent written and verbal communication skills, including presenting product plans, progress updates, and business cases to internal audiences.
• Experience developing product metrics and adoption frameworks to measure and communicate product value.
• Bachelor's degree required.

Preferred Qualifications

• Experience with MCP, platform, or workflow‑orchestration products that serve multiple customer segments or partner ecosystems.
• Familiarity with fintech or financial services technology platforms.

Pay

The role includes a salary range and is eligible for bonus or incentive opportunities.

Benefits

• 401(k) with company match and Employee Stock Purchase Plan.
• Paid time for vacation, volunteering, and a 28‑day sabbatical after every 5 years of service (eligible positions).
• Paid parental leave and family‑building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.