Director, Product Management - Charles Schwab : Job Details

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, when done right, investing liberates people to create their owndestiny. We are driven by purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm, and the world. We live and bring to life the concept of ‘own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future. Your opportunity: Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad range of investment products and solutions, to both retail and registered investment advisor (RIA) clients. Within WAS, the Director, Product Management (Business) will be part of the Strategic Initiatives team. The Strategic Initiatives team plays a critical role in advocating for the voice of the field and our clients while driving forward financial planning initiatives focused on wealth management topics (e.g., tax planning, estate planning, and retirement income). This role requires financial planning content knowledge along with a strong understanding of product development or experience working with digital platforms to enhance our expertise, delivery, and services for both mass affluent and high net worth clients. What you'll do: As the Director of Tax Offer Development (individual contributor), you will: Define the Vision and Strategy: Establish a compelling vision and strategic roadmap for wealth management initiatives at Schwab, aligning with overall business objectivesDevelop and Own the Offer Roadmap: Create and manage the offer roadmap, prioritizing initiatives and allocating resources to achieve strategic goalsDeeply Understand Client and Advisor Needs: Conduct thorough research and analysis to understand the needs, expectations, and pain points of clients and advisors in advice and wealth managementAnalyze the Competitive Landscape and Identify Opportunities: Assess the competitive environment, industry trends, and Schwab's current strengths and weaknesses to identify opportunities for innovation and differentiationDrive Data-Driven Strategic Recommendations: Deliver data-driven recommendations to senior leadership on opportunities to enhance the end-to-end client experience and drive business growthDevelop Business Cases and Define Success Metrics: Design robust business cases, including market sizing, economic analysis, and financial projections, to justify strategic investments. Define clear success metrics to track progress and measure impactInfluence Senior Leadership and Drive Strategic Direction: Develop and deliver compelling presentations to senior leadership to influence strategic direction and secure buy-in for key initiativesBuild and Manage Strategic Partnerships: Cultivate strong relationships with cross-enterprise business partners, stakeholders, executives, and client-facing representatives to drive collaboration and alignmentWhat you haveRequired Qualifications:Bachelor's degree10+ years of work experience, including 5+ years of progressive product management, product development, offer management, offer development, or product owner experience and/or financial planning experienceHighly developed strategic thinking and analytical skills with a proven ability to develop and execute strategic plansExceptional communication, presentation, and influencing skills, with a proven ability to effectively communicate complex information to executive audiences and influence strategic decision-makingDemonstrated ability to lead and manage complex, cross-functional initiatives with significant business impactA highly resourceful, adaptable, and creative problem solver with a proven ability to thrive in ambiguous environments and drive innovationExceptional relationship-building, stakeholder management, and influencing skills with a proven ability to build and maintain strong relationships with senior leaders and key stakeholdersPreferred Qualifications:MBAPrior experience in financial services and/or wealth management Job SummaryRequisition ID: 2025-107239Posted Date: 4 hours ago(1/28/2025 5:53 PM)Category: Product & Project ManagementSalary Range: USD $145,000.00 - $200,000.00 / YearApplication deadline: 2/3/2025Position Type: Full time