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Senior Specialist, Digital Product Management - Trading Platform Team

Job in Westlake, Tarrant County, Texas, USA
Listing for: Charles Schwab Inc.
Full Time position Listed on 2026-11-07
Job specializations:
  • Business
    Banking & Finance, AI Business & Operations
  • Finance & Banking
    Banking & Finance, FinTech, AI Business & Operations
Salary/Wage Range or Industry Benchmark: 95000 - 130000 USD Yearly USD 95000.00 130000.00 YEAR

Job Description & How to Apply Below

Your Opportunity

The thinkorswim Web team is seeking a motivated and customer-focused Sr. Specialist, Product Management to help deliver sophisticated digital trading experiences for self-directed investors and active traders. This role is designed for an early-career product professional who brings strong product fundamentals, customer empathy, and demonstrated knowledge of financial markets, including equities, options, futures, derivatives, and trading workflows.

The Sr. Specialist will partner closely with Product Management, Design, Engineering, Research, Risk, Compliance, and other business stakeholders to support product discovery, roadmap planning, feature delivery, and continuous improvement. The successful candidate will be able to understand complex trading concepts and help translate them into clear product requirements and intuitive client experiences.

Key Responsibilities
  • Support the definition, development, and delivery of features and enhancements for thinkorswim Web.
  • Gather, analyze, and document business requirements, user stories, acceptance criteria, and product decisions.
  • Conduct customer, competitive, and market research to identify opportunities to improve active-trader experiences.
  • Analyze client feedback, product usage metrics, and operational data to inform recommendations and prioritization.
  • Partner with Design and Engineering throughout discovery, design, development, testing, release, and post-launch measurement.
  • Assist with product roadmap planning, backlog refinement, prioritization, release readiness, and stakeholder communications.
  • Participate in Agile ceremonies, including sprint planning, backlog refinement, reviews, and retrospectives.
  • Prepare product documentation, business cases, presentations, and status updates for business and technical audiences.
  • Identify opportunities to improve trading workflows, platform usability, accessibility, reliability, and client education.
  • Build expertise in thinkorswim capabilities, self-directed investor needs, active-trader behaviors, and financial-market developments.
Required Qualifications
  • Bachelor's degree in Business, Finance, Economics, Computer Science, Information Systems, or a related field, or equivalent relevant experience.
  • 1-3 years of experience in Product Management, Business Analysis, Digital Product Development, Financial Services, or a related discipline.
  • Strong foundational knowledge of financial services, investing, and self-directed trading.
  • Working knowledge of derivatives, particularly listed options and futures, including contracts, expiration, strike prices, calls and puts, basic options strategies, and the concepts of leverage and risk.
  • Understanding of common order types and trading workflows, including market, limit, stop, and conditional orders.
  • Formal or demonstrated trading education covering equities, options, futures, and financial markets.
  • Ability to understand complex trading concepts and translate them into clear product requirements and intuitive client experiences.
  • Strong analytical, critical-thinking, and problem-solving skills.
  • Excellent written, verbal, and presentation skills.
  • Ability to manage multiple priorities and deliver results in a fast-paced environment.
  • Ability to collaborate effectively across Product, Design, Engineering, Research, Risk, Compliance, and other business functions.
  • Customer-focused mindset with strong attention to detail and a commitment to continuous learning.
Preferred Qualifications
  • Hands-on experience using sophisticated trading platforms, particularly thinkorswim or a comparable active-trader platform.
  • Additional knowledge of multi-leg options strategies, futures products, market data, charting, technical analysis, and advanced trading tools.
  • Experience supporting…

Position Requirements

10+ Years work experience
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