ATP Product Owner
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).
The Core Brokerage Asset Transfer Platform team is responsible for facilitating the modernization and maintaining the viability of Schwab systems that support cash management solutions, transfer/movement of client assets, and mitigating risks associated with the processing of their transactions for retail and institutional business.
Within this team, the Product Owner will report to the Senior Manager overseeing Asset Transfers and Cash Management Solutions core system functionality. The individual in this role will collaborate with key business & IT stakeholders and partners in defining scope, interpreting requirements and priorities for the modernization and transformation of these systems. The role will require the PO to have a mix of business and technical knowledge, acting as a liaison/partner to maintain business and IT alignment. The ideal PO should possess a good understanding of the financial services and securities industry, software development life-cycle and a holistic view for their products.
What you have
Required
- Bachelor’s degree or equivalent business experience
- Competence in Microsoft Office tools including Outlook, Word, Excel, and PowerPoint
- Proven ability to write business requirements, including user stories, use case development and workflow documentation
- 3-to- 5 years’ experience managing requirements for multiple large, complex and cross functional projects. Emphasis on systems, technologies, business process redesign, and knowledge of technical environments
Preferred
- Financial Services & Securities Industry/Operational background preferred; a focus on cash management solutions and money movement processes (i.e. ACH, Check Deposit, Wires, Journals, etc.)Prior working knowledge of JIRA or any related Scrum tools preferred
- Strategic mindset to help drive product management decisions, governance, and long-term vision
- Strong analytical and problem solving skills - ability to quickly analyze data to identify key insights and apply them to the business; quantitative and qualitative analysis
- Confidence in presenting both strategic and tactical vision to the team and management for both big-picture planning and day-to-day management of project goal
- Ability to align and unify ALLstakeholders to a shared vision and a common focus; including senior leaders
- High attention to detail and the ability to see things through from concept to implementation
- 3-to-5 years’ experience in software development methodology (Agile Framework), preferred
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 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
- Bachelor’s degree or equivalent business experience
- Competence in Microsoft Office tools including Outlook, Word, Excel, and PowerPoint
- Proven ability to write business requirements, including user stories, use case development and workflow documentation
- 3-to- 5 years’ experience managing requirements for multiple large, complex and cross functional projects. Emphasis on systems, technologies, business process redesign, and knowledge of technical environments
Preferred
- Financial Services & Securities Industry/Operational background preferred; a focus on cash management solutions and money movement processes (i.e. ACH, Check Deposit, Wires, Journals, etc.)Prior working knowledge of JIRA or any related Scrum tools preferred
- Strategic mindset to help drive product management decisions, governance, and long-term vision
- Strong analytical and problem solving skills - ability to quickly analyze data to identify key insights and apply them to the business; quantitative and qualitative analysis
- Confidence in presenting both strategic and tactical vision to the team and management for both big-picture planning and day-to-day management of project goal
- Ability to align and unify ALL stakeholders to a shared vision and a common focus; including senior leaders
- High attention to detail and the ability to see things through from concept to implementation
- 3-to-5 years’ experience in software development methodology (Agile Framework), preferred
In addition to the salary range, this role is also 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.