Senior Manager, Digital Product Management – AS AI Solutions

Overview

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

Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and operational support to registered independent advisory firms (RIAs). In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build, and grow their businesses.

The Advisor Services AI Solutions team is responsible and represents the AI voice and solution delivery in Advisor Services (AS) partnering with all our AS business units. We partner with many enterprises, including Schwab’s Enterprise Artificial Intelligence Transformation team, to deliver what matters most in this transformative time. We are an integrated product team that is accelerating GenAI capabilities and Advisor Services use cases to transform how we work and capabilities we deliver.

Our team is grounded by stronger human connection - not less, meaningful efficiencies, actionable insights, seamless & integrated experiences, and responsible innovation.

As the Senior Manager, Digital Product Management – AS AI Solutions member, you play an essential role in advancing our top AS use cases that rethink our outcomes and capabilities to transform how we work and deliver unmatched experiences to our clients. This position offers the opportunity to help shape Schwab’s future with AI in our Advisor Service enterprise, create transformative solutions that serve over 16K advisors, reshape our internal work at scale, and grow your career in one of the most dynamic areas of technology today.

Your work will focus on identifying and prioritizing top uses cases for AI Agentic opportunities and be accountable for execution to the finish line by working with many Schwab Enterprise stakeholders and leaders, following standard AI governance, as well as measuring the AS AI solutions using industry GenAI reporting and ROI metrics when the solutions are live in production.

What You’ll Do