Senior Product Manager - Business Strategy

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.

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.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

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 Product Manager-Business Strategy (individual contributor) to help lead day-to-day product management and strategy for Schwab’s core brokerage and individual retirement account products, including Organization, Trust, and traditional/Roth IRA 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 Senior Manager will serve as a product subject matter expert, represent the product line in cross-functional initiatives, and shape roadmap decisions across Investor Services and Advisor Services.

Key Responsibilities:

Own product management activities for assigned core brokerage and retirement account products, including product strategy inputs, product health, documentation, and enhancement prioritization

Monitor product performance, client and field feedback, operational pain points, competitive trends, and regulatory developments to identify opportunities to improve product experience and develop product roadmaps and strategy

Lead product health reviews and competitive gap assessments; synthesize findings into clear recommendations, business cases, and roadmap opportunities

With partners and Director, develop and manage product roadmap inputs, balancing client impact, business value, risk, regulatory requirements, and execution feasibility

Represent the product line in cross-functional initiatives, ensuring proposed solutions support the intended client experience, operational model, and business outcomes

Proactively identify risks, dependencies, trade-offs, and roadblocks; communicate options and recommendations clearly to leadership and stakeholders

Support a One Schwab approach by building strong relationships, influencing without direct authority, and driving alignment across teams with competing priorities

What you have

Required Qualifications:

5+ years of experience in product management, ideally in the financial services, brokerage, wealth management, or a related business role Extensive experience leading product roadmap development, prioritization, business case development, and stakeholder alignment Demonstrated ability to work across Legal, Compliance, Operations, Risk, Technology, Marketing, Service, and Field-facing teams to drive business outcomes

Effective 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 recommendations

Excellent written and verbal communication skills, including the ability to simplify complex topics for varied audiences and communicate effectively with senior leaders

Strong planning and organizational…