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Operations Product Owner, Retirement Distributions Platform

Location Westlake, Texas, United States Requisition ID 2025-116621 Category Project Management Position Type Regular
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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 Retirement Distributions Platform is a new platform that will be a key participant in the upcoming Retirement Distribution Transformation. The focus will be to enhance both our client’s and operation partner’s experiences.  

As a Product Owner for the team, you will be responsible for overseeing the design of the platform, including the identification of the roles and responsibilities it would have. This will require significant in-depth research of our existing functionalities and processes, as well as forming partnerships with other product owners and our business partners. You will be expected to be both an advocate for quality design and an innovator who is willing to challenge existing methods.

Brief Description of the Role:

The role of the Product Owner is a pivotal one that is expected to be aware of clients’ needs and the fundamentals of software solutions.  You will be responsible for prioritizing a multitude of requests, which regularly exceed our development capacity. You will participate in design conversations and maintain documentation for future reference.  You will also be responsible for communicating status on multiple workstreams to stakeholders.

What you have


Required:

  • 3+ years of experience as a product owner
  • Experience in performing independent research of complex business and technology processes
  • Experience designing a new platform with the aim of proposing platform level requirements

Preferred

  • Prior experience using Jira and Confluence
  • Proficient in PowerPoint

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:

  • 3+ years of experience as a product owner
  • Experience in performing independent research of complex business and technology processes
  • Experience designing a new platform with the aim of proposing platform level requirements

 

Preferred

  • Prior experience using Jira and Confluence
  • Proficient in PowerPoint

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.

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