What are the responsibilities and job description for the Senior Product Manager – Trading Platform position at Charles Schwab?
Your opportunity
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Charles Schwab’s Digital Wealth & Advisor Platforms (DWAP) organization is seeking a Senior Product Manager (individual contributor) to help define, build, and scale core Trading Platform capabilities that support advisors, clients, and internal partners.
This role is responsible for end‑to‑end product ownership, from strategy and roadmap development through delivery and production support, working closely with technology, design, operations, and business stakeholders.
This is a high‑impact role for a product leader with strong trading domain knowledge, platform thinking, and experience delivering complex systems in a matrixed, agile environment.
What You’ll Do
Required Qualifications
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Charles Schwab’s Digital Wealth & Advisor Platforms (DWAP) organization is seeking a Senior Product Manager (individual contributor) to help define, build, and scale core Trading Platform capabilities that support advisors, clients, and internal partners.
This role is responsible for end‑to‑end product ownership, from strategy and roadmap development through delivery and production support, working closely with technology, design, operations, and business stakeholders.
This is a high‑impact role for a product leader with strong trading domain knowledge, platform thinking, and experience delivering complex systems in a matrixed, agile environment.
What You’ll Do
- Own the strategy, vision, and roadmap for key Trading Platform capabilities, including front‑end experiences, APIs, and system integrations
- Partner with senior business, technology, operations, legal, and compliance stakeholders to align priorities and deliver outcomes
- Lead cross‑functional Agile Scrum teams, translating strategy into epics, features, and user stories
- Develop and maintain a prioritized product backlog, ensuring alignment to business goals and regulatory requirements
- Define release plans, milestones, and success metrics in collaboration with engineering and program partners
- Drive end‑to‑end delivery, from discovery and design through development, testing, launch, and post‑release support
- Establish test plans and acceptance criteria, overseeing integrated and UAT testing efforts
- Act as a subject‑matter expert for Trading workflows, participating in stakeholder reviews, demos, and escalations
- Provide ongoing production support, triaging issues and partnering with technology teams on resolution and continuous improvement
Required Qualifications
- 8 years of experience in Product Management, with demonstrated ownership of complex digital or platform products
- Strong trading domain knowledge (e.g., order lifecycle, execution, allocations, compliance, advisor or client trading workflows)
- Proven experience delivering products using Agile / Scrum methodologies
- Exposure to AI‑enabled features or data‑driven product capabilities
- Ability to lead without authority in a highly matrixed organization
- Strong analytical, communication, and stakeholder‑management skills
- Experience writing detailed requirements, user stories, and acceptance criteria
- Experience with wealth management, advisory, or brokerage platforms
- Experience building or modernizing API‑driven platforms and integrations
- Familiarity with large‑scale transformation initiatives and legacy platform modernization
- CFA or similar financial services certification
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time 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
Salary : $105,600 - $175,000