Sr Manager, Digital Product Manager
About the role
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology and practice management solutions to registered independent advisory firms (RIAs). It provides access to sophisticated, digital wealth-management services that helps advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts. Schwab supports over 15,000 registered independent advisor firms who custody and manage over $1.4 trillion in assets at Schwab. In Advisor Services (AS) we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals.
Responsibilities
- Participate as an active member of the AS Core Digital Trading Team, the team responsible for advisor core trading capabilities (including digital trading channels, order management system, allocations, crypto and advanced trading)
- Effectively manage the product backlog
- Intake and decision making for new product and monetization ideas
- Implementation of new AS Trading Offer product and monetization strategies
- Marketing and PR Strategy - Management of Marketing / PR strategies to ensure adoption and monetization of new product offers
- Legal and Compliance Liaison - Act as the liaison to Legal, Compliance and the New Product Review Committee (NPRC) in the development of new products; and Education and Webcasts
- Assist in developing a strategy and roadmap to evolve AS Core Digital Trading platforms to support Advisor Services and firm business objectives
- Conduct interviews with internal stakeholders; manage feedback to gain insights into future product opportunities
- Create detailed business requirements to define product features and monetization opportunities, as well as the user experience
- Function as Product Owner and utilize appropriate methodology to collaborate with development and