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. Schwab serves approximately 16,000 individual RIA businesses with over $5 trillion in assets under management in accounts at Schwab. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do.
We are building an MCP (Model Context Platform) server to support both internal and external needs, with a focus on the developer experience. As Product Owner for the Developer Portal, you'll report directly to the Director of Digital Product Management and own the end-to-end experience enabling our partner ecosystem—fintech firms and technically sophisticated RIA firms—to discover, integrate, and build on top of Schwab's platform.
Responsibilities
- Own and drive the product vision, strategy, and roadmap for MCP capabilities in Schwab's developer portal, ensuring the platform meets the evolving needs of third-party integrators, AI application builders, and fintech partners
- Define and prioritize the developer experience—including API documentation, sandbox environments, authentication flows, onboarding journeys, and self-service tooling—so external developers can integrate quickly and confidently
- Develop a thorough understanding of Schwab's API capabilities and MCP architecture; serve as the connective tissue between internal platform teams and the external developer community
- Lead discovery and validation efforts with third-party integrators, fintech providers, and AI developers to identify friction points, unmet needs, and high-value portal enhancements
- Establish and track developer-centric success metrics—such as API adoption, integration velocity, developer satisfaction, and time-to-first-call—and communicate progress and outcomes to stakeholders
- Partner closely with engineering, security, compliance, and design teams to deliver a scalable, secure, and reliable developer portal that reflects Schwab's standards for quality and trust
- Champion the voice of the external developer community, continuously gathering feedback and translating it into prioritized backlog items, user stories, and acceptance criteria
- Collaborate cross-functionally to ensure the developer portal aligns with enterprise API strategy, MCP roadmap priorities, and the broader advisor technology ecosystem
- Stay current on generative AI trends, agent frameworks, and the tooling that AI application developers rely on, proactively identifying opportunities to evolve the portal to support these use cases
This role requires on-site collaboration in the specified location(s). Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Requirements
- 5+ years of experience as a Product Owner or in digital product management, with a demonstrated ability to deliver complex technology and business solutions
- Hands-on experience working with APIs, including defining API requirements, supporting integrations, or delivering API-oriented products
- 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, with experience using data, customer insights, and market feedback to guide product decisions and measure success
- Effective stakeholder management and communication skills, with the ability to synthesize input from diverse partners and align teams around shared priorities
- Excellent written and verbal communication skills, including the ability to present product plans, progress updates, and business cases clearly to internal audiences
- Experience developing product metrics and adoption frameworks to measure and communicate product value
- Bachelor's degree required
Preferred Qualifications
- Direct experience with Schwab Advisor Center capabilities and advisor workflows
- Experience with MCP, platform, or workflow-orchestration products that serve multiple customer segments or partner ecosystems
- Familiarity with fintech or financial services technology platforms
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 for eligible positions
- Paid parental leave and family-building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
In addition to the salary range, this role is eligible for bonus or incentive opportunities. Schwab offers a hybrid work model balancing flexibility with in-person collaboration, along with a competitive benefits package designed to support your growth and well-being.