• Job Description

  Req#: 2025-111130

  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.Charles Schwab’s Digital Advisor Services team is focused on helping existing and future registered investment advisors RIAs) run their practice efficiently and effectively through the continual buildout of industry leading digital tools in the web, mobile, and messaging space. If done successfully, advisors will reward Advisor Services with greater trust as they custody more of their client’s assets with us.

  • You will gain a unique blend of business and technical savvy; a big-picture vision, and the commitment to make that vision a reality.
  • You will learn how to analyze and understand highly complex business problems that are part of operating in the financial industry.
  • You will spend time examining and researching a client base to deeply understand the needs and wants of Registered Investment Advisors.
  • You will learn how balance functionality against complexity on a highly visible platform which serves very important and influential clients of Charles Schwab.

  • You will build products and experiences which enhance Schwab’s Advisor Services digital platforms, and help to develop new ideas based on market analytics and interactions with partners, customers and prospects.
  • You will fulfill the product owner role in daily stand-up meetings, sprint planning sessions, and product demonstrations.
  • You will work with technical counterparts to define product release requirements and investigate production issues as they arise.
  • You may work with marketing communications to define the go-to-market strategy and provide relevant and concise updates to executive management teams.
  • You may also serve as the internal and external evangelist for our product offering.

  What you have

  
  

  • Strong product management skills and experience
  • Experience with New Account opening or other core brokerage / banking services (i.e. Transfer of Account, ACH, Wires, etc).
  • Good understanding and/or experience with financial services regulations is a plus.
  • Knowledge of Agile methods and processes is a plus.
  • Superior communication skills (written and verbal);
  • Self-starter with outstanding organizational skills.
  • Curiosity to continually reevaluate existing designs and/or processes.
  • Ability to track multiple projects (3-4) going on all at once.
  • Effective relationship builder—ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types.
  • Comfort in a dynamic and fast paced work environment, with a positive attitude and solid work ethic.

  In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

  
  

  What’s in it for you

  At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

• About the company

  The Charles Schwab Corporation is an American multinational financial services company founded and based in San Francisco, California.

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