Sr Product Manager (Business) - Brokerage Product Management

Your OpportunityAt 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.As part of the Retail Client Experience and Brokerage Products organization, Schwab’s Brokerage Products team helps ensure core brokerage, individual retirement, and small business retirement products meet regulatory requirements, align with industry standards, and support the development and execution of innovative product strategies. About the Role:We are seeking a strategic, collaborative Senior Digital Product Manager (individual contributor) to help lead day-to-day product management for Schwab’s core brokerage account products, including Schwab One, Organization, Trust, and Estate accounts. This role is responsible for translating business, client, regulatory, and operational needs into clear product priorities; maintaining product health; and partnering across Schwab to deliver enhancements that improve the client and employee experience. The Manager will serve as a product subject matter expert, represent the product line in cross-functional initiatives, and help shape roadmap decisions across Investor Services and Advisor Services.Key Responsibilities:Own product management activities for assigned core brokerage account products, including product strategy inputs, product health, documentation, and enhancement prioritizationMaintain and improve client-facing and internal product materials, including forms, account applications, account agreements, and Knowledge Center content, in partnership with Legal, Compliance, Operations, Service, Marketing, and Field-facing teamsMonitor product performance, client and field feedback, operational pain points, competitive trends, and regulatory developments to identify opportunities to improve product experienceLead product health reviews and competitive gap assessments; synthesize findings into clear recommendations, business cases, and roadmap opportunitiesWith partners and Director, develop and manage product roadmap inputs for Schwab One, Organization, Trust, and Estate accounts, balancing client impact, business value, risk, regulatory requirements, and execution feasibilityRepresent the product line in cross-functional initiatives, ensuring proposed solutions support the intended client experience, operational model, and business outcomesProactively identify risks, dependencies, trade-offs, and roadblocks; communicate options and recommendations clearly to leadership and stakeholdersSupport a One Schwab approach by building strong relationships, influencing without direct authority, and driving alignment across teams with competing prioritiesWhat you haveRequired Qualifications:5+ years of experience in product management, financial services, brokerage, wealth management, or a related business roleStrong understanding of product management fundamentals, including product lifecycle management, roadmap development, prioritization, business case development, and stakeholder alignmentDemonstrated ability to work across Legal, Compliance, Operations, Risk, Technology, Marketing, Service, and Field-facing teams to drive business outcomesEffective at building partner relationships and influencing for outcomes Strong analytical judgment, with the ability to use data, client feedback, operational insights, competitive research, and risk considerations to frame options and recommendationsExcellent written and verbal communication skills, including the ability to simplify complex topics for varied audiences and communicate effectively with senior leadersStrong planning and organizational skills, with the ability to balance strategic thinking with hands-on executionAbility to influence outcomes without direct authority, navigate ambiguity, and resolve issues through structured decision-making and partnershipExperience working with regulated products, control environments, or compliance-driven changeKnowledge of brokerage account products, including individual, organization, trust, estate, or other complex account typesPreferred Skills:Understanding of Schwab’s core brokerage product offerings, operating model, and client/field service environmentIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.Job SummaryRequisition ID: 2026-123538Posted Date: 11 hours ago(8/18/2026 10:58 AM)Category: Product & Project ManagementSalary Range: USD $102,000.00 - $170,000.00 / YearApplication deadline: 8/24/2026Position Type: Full time