What are the responsibilities and job description for the Sr Manager, Digital Product Management 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).
We are looking for a highly motivated and experienced Sr Digital Product Manager (individual contributor) to join the Digital Investing Products and Platforms team. In this role, you will lead the backlog and delivery of portfolio management capabilities supporting Schwab’s robo-advisor product - Schwab Intelligent Portfolios (SIP).
This role is accountable for translating strategic direction into high-quality execution, ensuring trading logic, trading workflows, and supporting tools deliver accurate, scalable, and compliant outcomes. You will serve as a senior voice within the Agile team, driving execution, shaping priorities, and maintaining operational excellence.
Backlog Leadership & Execution
Required Qualifications
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).
We are looking for a highly motivated and experienced Sr Digital Product Manager (individual contributor) to join the Digital Investing Products and Platforms team. In this role, you will lead the backlog and delivery of portfolio management capabilities supporting Schwab’s robo-advisor product - Schwab Intelligent Portfolios (SIP).
This role is accountable for translating strategic direction into high-quality execution, ensuring trading logic, trading workflows, and supporting tools deliver accurate, scalable, and compliant outcomes. You will serve as a senior voice within the Agile team, driving execution, shaping priorities, and maintaining operational excellence.
Backlog Leadership & Execution
- Own and drive the product backlog for trading and portfolio management capabilities (trading logic, drift detection, tax loss harvesting)
- Translate complex business needs into well-structured epics and user stories with clear acceptance criteria
- Prioritize work across features, production support, and technical debt, balancing risk, value, and delivery feasibility
- Understand and appreciate technology driven work just as much as business driven work
- Lead backlog refinement, sprint planning, and PI planning with a focus on readiness and clarity
- Partner closely with engineering and QA to ensure solutions are testable, scalable, and high quality
- Validate and accept completed work, ensuring alignment to business outcomes and production readiness
- Act as the primary liaison between stakeholders and delivery teams, influencing priorities and trade-offs
- Drive alignment across Product, Engineering, Operations, Risk, and Portfolio Management
- Proactively manage dependencies, risks, and escalations
- Oversee production support, including issue triage, resolution, and validation
- Lead incident response efforts and ensure root cause analysis drives sustained improvements
- Ensure all work meets regulatory, audit, and control requirements with strong documentation and traceability
Required Qualifications
- 7-10 years of experience in digital product management, preferably with 5 years in the Financial Services, Fintech, or related industries
- Experience with Agile product development methodologies
- Strong experience owning and leading complex product backlogs with clear, testable requirements
- Comfort operating in a role that blends delivery production support
- Strong stakeholder management and communication skills with the ability to influence decisions and align across teams
- Experience working in regulated environments with disciplined documentation and risk management practices
- Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
- Experience using SQL (or similar querying tools) to analyze data, investigate production issues, and validate outcomes
- Familiarity with leveraging AI tools (e.g., copilots, automation assistants) to increase efficiency in backlog management, documentation, analysis, and day-to-day delivery activities
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 : $117,000 - $195,500