Senior Product Manager - Discretionary Investment Management & Portfolio Transitions

Senior Product Manager - Discretionary Investment Management & Portfolio Transitions 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. # 2026-121681 Position summary scalable, compliant, and intuitive capabilities that enable centralized discretionary portfolio management and thoughtful, tax-efficient transitions into managed investment offers. This is a highly cross-functional role requiring deep collaboration across investment strategy, portfolio management, trading, technology, operations, legal, and compliance , with a focus on delivering end-to-end client and advisor experiences. What You'll Do Define and own the product vision, strategy, and multi-year roadmap for Discretionary Investment Management and Portfolio Transition capabilities Partner with investment strategists, portfolio managers, and transition services teams to translate investment and fiduciary requirements into scalable digital solutions Lead development of tax-aware transition capabilities , including transition analysis, sleeves, systematic reviews, and ongoing portfolio maintenance Collaborate with technology, data, and architecture teams to design platform-based solutions , APIs, and integrations supporting discretionary workflows Drive Agile delivery across one or more Scrum teams by writing epics, features, and user stories; refining backlogs; and prioritizing work based on business outcomes Define acceptance criteria, test plans, and release plans , ensuring high-quality delivery across complex regulatory and operational constraints Serve as a subject-matter expert for Discretionary Investment Management and Portfolio Transitions in stakeholder forums, reviews, and executive updates Support production needs by triaging issues, driving root-cause analysis, and ensuring continuous improvement post-launch What you have Required Qualifications 8+ years of experience in Product Management, with ownership of complex financial services platforms Strong understanding of Discretionary Investment Management, managed accounts, or wealth management operating models Experience designing or delivering tax-aware portfolio transition or implementation solutions Proven success leading delivery in Agile / Scrum environments across multiple teams Ability to operate effectively in a highly matrixed organization and drive alignment across diverse stakeholders Exposure to AI-enabled features Strong analytical, communication, and decision-making skills, including comfort with ambiguity Preferred Qualifications Experience with transition management, or tax-managed investing solutions Familiarity with centralized trading, tax overlays, or portfolio monitoring workflows Experience modernizing or scaling discretionary investment platforms Knowledge of Schwab products, advisory offers, or wealth management platforms CFA or advanced finance-related credentials In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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.