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The Client Reporting, Paperless and Automated Communications team is part of the Digital Cross-Enterprise Platforms organization. The team is responsible for Schwab’s reporting product platforms such as brokerage and bank statements, statement inserts, trade confirmations, gain/loss reports, automated communications, year-end tax documents, cost basis reporting and paperless (eDelivery). These products/platforms serve as critical touch points for our clients, provide information regarding their portfolios and account transactions, and provide a great opportunity to directly impact the client experience and strategic growth of the firm. The team supports all of Schwab’s business enterprises and works with a wide range of internal partners.
The Manager, Digital Product Management is a key member of the Client Reporting and Paperless team. They will be responsible for implementing the strategy for Schwab’s trade confirmations platform and creating quality digital experiences across the client reporting platforms.
Full Time
Securities
$91k-124k (estimate)
03/10/2023
04/16/2023
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities