Senior Agile Product Owner, Workplace Services
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.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
We believe in the importance of in-office collaboration and fully intend for the selected candidate, to work on site 4 days per week in one of the specified locations.
As a financial services leader, The Charles Schwab Corporation, Inc. aims to be the most trusted leader in investment services. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and independent advisors who serve them. Personal Choice Investment Services (PCIS), within Workplace Services (WS), provides the leading industry Personal Choice Retirement Account (PCRA) and Health Savings Brokerage Account (HSBA) through Charles Schwab & Co., PCIS is growing rapidly by providing PCRA & HSBA, to Schwab Retirement Plan Services and the rest of the retirement and health savings industries.
The PCIS Group's objective is to deliver competitive products and services to the intermediaries it serves. A strong understanding of the retirement market and the ability to identify our clients’ business needs is paramount to our success.
As a Senior Agile Product Owner, you will play a pivotal role in shaping the future of our Workplace Services platforms, collaborating closely with cross-functional teams to deliver robust solutions that empower our clients.
Key Responsibilities
- Vision & Strategy: Define and communicate the product vision and goals, translating them into actionable product roadmaps that align with Schwab’s business and technical objectives.
- Backlog Management: Own, groom, and prioritize the product backlog—including creation of user stories and Epics—to ensure the team focuses on delivering the highest value items.
- Stakeholder Communication: Serve as the primary liaison between customers, business stakeholders, and the development team, ensuring alignment and transparency throughout the product lifecycle.
- Development Collaboration: Work closely with developers to clarify requirements, answer questions, and ensure delivered features meet expectations and quality standards.
- Acceptance & Validation: Review and accept completed work (sprint increments) to ensure quality and alignment with the product vision and goals.
- Participate in Agile ceremonies (e.g., sprint planning, reviews, retrospectives) and foster a culture of continuous improvement.
- Work with stakeholders to make decisions and negotiate compromises.
- Communicate effectively at both executive and team levels, mediating and resolving conflicts as needed.
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications
- Bachelor’s degree in computer science, business, or a technology related field.
- 7-9+ years of experience as a Product Owner in Agile environments, with a proven track record of delivering digital products.
- SAFe certified
- Deep understanding of Agile frameworks (Scrum, Kanban) and experience leading Agile teams.
- Demonstrated ability to define product vision, strategy, and roadmaps, and translate them into actionable work for development teams.
- Strong experience in backlog management, user story creation, and prioritization based on business value.
- Excellent communication and stakeholder management skills, with the ability to translate business requirements into user stories and serve as a bridge between technical and non-technical audiences.
- Experience collaborating with cross-functional teams, including design, development, QA, and operations.
- Proven ability to review and validate sprint deliverables, ensuring alignment with product goals and quality standards.
- Analytical and problem-solving skills, with a focus on delivering measurable business outcomes.
Preferred Qualifications
- Certified Product Owner
- Financial industry Experience; familiarity with brokerage accounts, trading
- Strong facilitation skills and ability to drive necessary outcomes in dynamic environments.
- Experience with digital platforms, cloud technologies, and enterprise software.
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
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications
- Bachelor’s degree in computer science, business, or a technology related field.
- 7-9+ years of experience as a Product Owner in Agile environments, with a proven track record of delivering digital products.
- SAFe certified
- Deep understanding of Agile frameworks (Scrum, Kanban) and experience leading Agile teams.
- Demonstrated ability to define product vision, strategy, and roadmaps, and translate them into actionable work for development teams.
- Strong experience in backlog management, user story creation, and prioritization based on business value.
- Excellent communication and stakeholder management skills, with the ability to translate business requirements into user stories and serve as a bridge between technical and non-technical audiences.
- Experience collaborating with cross-functional teams, including design, development, QA, and operations.
- Proven ability to review and validate sprint deliverables, ensuring alignment with product goals and quality standards.
- Analytical and problem-solving skills, with a focus on delivering measurable business outcomes.
Preferred Qualifications
- Certified Product Owner
- Financial industry Experience; familiarity with brokerage accounts, trading
- Strong facilitation skills and ability to drive necessary outcomes in dynamic environments.
- Experience with digital platforms, cloud technologies, and enterprise software.
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.