Director, Conversational AI – Content, Risk and Governance
Your Opportunity
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(s).
Schwab’s Digital Retail organization creates trusted experiences that help clients manage their financial lives. As Director, Conversational AI, Content, Risk and Governance, you will lead the product-management function responsible for making conversational AI experiences safe, accurate, useful, explainable, and operationally scalable.
You will shape product, content, knowledge, risk, quality, and governance strategies supporting Schwab Assistant, Charley AI, enterprise search, and emerging generative and agentic capabilities. Working across product, technology, design, service, legal, compliance, security, and risk, you will establish practical standards and controls from use-case evaluation through launch, monitoring, and continuous improvement. You will use client feedback, testing, analytics, and operational insights to identify problems, make thoughtful tradeoffs, and improve experience quality through content creation, managing risk, and established business oversight of one to multiple generative AI digital capabilities.
You will also build and develop a multidisciplinary team, clarify accountability across partners, and help Schwab responsibly expand AI capabilities while protecting client trust and operational resilience.
What you have
Required Qualifications
- Bachelor’s degree or equivalent skills and experience in business, technology, product management, or a related field.
- Active General Securities Principal Qualification Series 24.
- 15 yrs experience leading digital product-management teams and managing products through strategy, launch, ongoing operations, and continuous improvement.
- 10 yrs of demonstrated people leadership experience, including hiring, coaching, delegation, performance management, organizational design, and leadership development.
- 10 yrs experience with conversational AI, generative AI, search, knowledge management, machine-learning products, chatbots, or comparable digital-assistance capabilities.
- 5 years experience establishing or operating product governance, risk-management, control, quality-assurance, or launch-readiness practices.
Ability to translate complex technical, regulatory, operational, and client considerations into clear product decisions and measurable outcomes. - Demonstrated ability to influence senior leaders and build effective partnerships across product, technology, design, operations, legal, compliance, security, and risk.
Preferred Qualifications
- Master’s degree in business, technology, product management, or a related field preferred.
- Experience developing content strategy, knowledge architecture, structured content, or enterprise content-management practices.
- Technical knowledge of large language models, retrieval, search, evaluation, monitoring, data, content-management systems, and platform architecture.
- Working knowledge of financial-services regulations, control environments, model governance, or related risk-management expectations.
- Strong strategic thinking, problem solving, written communication, facilitation, and executive-presentation skills.
- Demonstrated success leading through ambiguity, organizational change, and evolving technologies while balancing client value, delivery speed, feasibility, risk, and sustainable execution.
In addition to the salary range, this role is 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 Hybrid Work and Flexibility 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 benefits package 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
What you are good at
What you have
Required Qualifications
- Bachelor’s degree or equivalent skills and experience in business, technology, product management, or a related field.
- Active General Securities Principal Qualification Series 24.
- 15 yrs experience leading digital product-management teams and managing products through strategy, launch, ongoing operations, and continuous improvement.
- 10 yrs of demonstrated people leadership experience, including hiring, coaching, delegation, performance management, organizational design, and leadership development.
- 10 yrs experience with conversational AI, generative AI, search, knowledge management, machine-learning products, chatbots, or comparable digital-assistance capabilities.
- 5 years experience establishing or operating product governance, risk-management, control, quality-assurance, or launch-readiness practices.
Ability to translate complex technical, regulatory, operational, and client considerations into clear product decisions and measurable outcomes. - Demonstrated ability to influence senior leaders and build effective partnerships across product, technology, design, operations, legal, compliance, security, and risk.
Preferred Qualifications
- Master’s degree in business, technology, product management, or a related field preferred.
- Experience developing content strategy, knowledge architecture, structured content, or enterprise content-management practices.
- Technical knowledge of large language models, retrieval, search, evaluation, monitoring, data, content-management systems, and platform architecture.
- Working knowledge of financial-services regulations, control environments, model governance, or related risk-management expectations.
- Strong strategic thinking, problem solving, written communication, facilitation, and executive-presentation skills.
- Demonstrated success leading through ambiguity, organizational change, and evolving technologies while balancing client value, delivery speed, feasibility, risk, and sustainable execution.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.