Director, Product Management - Digital Wealth Experiences (PL)

Director, Product Management - Digital Wealth Experiences (PL) Charles Schwab 4 ( ) Multiple Locations on company site for later Why you should apply for a job to

Charles Schwab :

Ranked as one of the 4/5 in overall job satisfaction 67% say women are treated fairly and equally to men 75% would recommend this company to other women 69% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave. Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees. Mentorship program opportunities and competitive tuition reimbursement program to invest in employees' success. # 2026-121944 Position summary technology, design, data, and business leaders, and operate at a fast pace with high executive engagement to deliver scalable, modern, and integrated digital advisory experiences What You'll Do Own and articulate a clear product vision and multiyear roadmap for Schwab's digital wealth experiences across client and advisor channels, ensuring alignment to broader advice and wealth strategies. Lead, coach, and develop a high-performing team of senior product managers responsible for various aspects of the client and advisory journey Drive integration of platform capabilities and third-party solutions (including GenAI-enabled experiences) while ensuring Schwab retains ownership of data and experience quality and compliance standards. Partner closely with Technology, UX, Data, Offer Management, and Business leaders to deliver cohesive, intuitive, and scalable digital wealth experiences. Assess client, advisor, and representative needs; identify gaps and opportunities; and translate insights into prioritized product initiatives. Define success metrics, business cases, and outcomes that demonstrate client and business impact. Navigate ambiguity, competing priorities, and executive-level tradeoffs to drive timely, well-reasoned product decisions at scale. Lead with urgency, emotional intelligence, and strong partnership-moving fast while bringing stakeholders along the journey What you have Required 10+ years of experience in financial services, meaning wealth management, investment products, or advice-based platforms in large, complex organizations. Deep expertise of Wealth Management topics and the intersection of wealth tech 5+ years of proven direct people leadership experience, including leading senior-level product managers, hiring, coaching, and developing high-performing teams. Demonstrated executive presence, experience building presentations and delivering to executive level audiences. Proven ability to influence, challenge, and partner effectively with senior leaders and demanding stakeholders. Strong product strategy, roadmap development, and execution skills in fast-paced, high-visibility environments. Ability to synthesize complex data, client needs, and business priorities into clear product decisions and recommendations. Exceptional collaboration and relationship-building skills across product, technology, design, and business teams. High emotional intelligence with a leadership style that balances urgency, accountability, and trusted partnership. Bachelor's degree required Preferred Already at a Director level Experience leading enterprise•-scale digital platforms•that support wealth experiences. Experience integrating or scaling third-party vendors within regulated financial environments. Exposure to or hands-on experience with GenAI or advanced analytics in client- or advisor-facing digital products. CFP designation and/or FINRA licenses (Series 7/24) Advanced degree a plus. 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 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 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 Why you should apply for a job to

Charles Schwab :

Ranked as one of the 4/5 in overall job satisfaction 67% say women are treated fairly and equally to men 75% would recommend this company to other women 69% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave. Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees. Mentorship program opportunities and competitive tuition reimbursement program to invest in employees' success.