Senior Digital Product Manager Stock Plan 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 authorized to work in the United States on a full-time basis without employer sponsorship, now or in the future.
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.
Within Workplace Services, Stock Plan Services (SPS) provides digital and operational capabilities that help corporate clients administer equity compensation programs and support reliable execution throughout the award lifecycle.
The SPS Digital Product Management team is seeking a Senior Digital Product Manager to serve as a senior individual contributor responsible for the strategy, modernization, delivery, adoption, and performance of one or more assigned SPS capabilities. These capabilities may include stock plan administration, account and award readiness, pre-lapse and lapse workflows, tax-related functionality, client-facing tools, and operational modernization.
The role combines customer and workflow discovery, strategic product leadership, technical and systems thinking, agile execution, and responsible use of AI to simplify complex processes, reduce risk, and deliver measurable client, operational, and business outcomes.
What You’ll Do
Product Strategy & Outcomes
- Own the vision, strategy, roadmap, product health, adoption, and outcomes for assigned SPS products and capabilities.
- Translate client and user needs, business goals, operational challenges, technology opportunities, and risk requirements into prioritized product strategies.
- Build outcome-driven roadmaps that balance client commitments, modernization, platform health, and long-term strategy.
- Use customer insights, product data, market trends, and clearly defined success measures to guide investment decisions and continuous improvement.
Customer Discovery & Validation
- Develop a deep understanding of the needs and workflows of plan sponsors, stock plan administrators, Client Service, Operations, and business and control partners.
- Evaluate downstream participant impacts and dependencies where SPS capabilities affect participant readiness or servicing outcomes.
- Identify customer and business problems through research, data, feedback, and workflow observation; test hypotheses through prototypes, experiments, and pilots.
- Use evidence to refine priorities and determine whether to scale, adjust, or stop investments while representing customer and user needs throughout the product lifecycle.
SPS Modernization & Platform Leadership
- Lead assigned capabilities supporting stock plan administration, including account and award readiness, lapse modernization, tax-related experiences, client-facing tools, and related workflows.
- Define product requirements across user experiences, business rules, data, reporting, integrations, APIs, and exception workflows.
- Replace fragmented and manual processes with integrated, reusable capabilities and appropriately governed automation.
- Apply a platform-wide perspective to identify reusable services, integration opportunities, trusted data sources, and strategic investments.
- Partner across Product, Client Service, Operations, UX, Architecture, Engineering, Data, Security, Risk, Legal, and Compliance to address dependencies, operational needs, and architectural trade-offs.
Product Ownership & Delivery
- Own assigned products and capabilities from discovery through launch, adoption, measurement, and optimization.
- Translate product direction into initiatives, features, stories, acceptance criteria, and measurable outcomes.
- Prioritize the backlog and lead planning, refinement, release readiness, and post-release evaluation with delivery partners.
- Manage dependencies, risks, scope, capacity, and trade-offs while maintaining accountability for results.
AI-First Product Leadership
- Identify and evaluate AI-enabled and automation opportunities based on customer or user value, business impact, feasibility, data readiness, risk, and measurable outcomes.
- Build business cases, experiments, pilots, and success measures; recommend whether to scale, refine, or stop.
- Use approved AI tools to improve product work while validating outputs and retaining accountability.
- Partner with Engineering, Data, Security, Risk, Legal, and Compliance on responsible implementation, including privacy, security, transparency, monitoring, governance, and appropriate human oversight.
Leadership, Measurement & Communication
- Define and use product health, adoption, experience, efficiency, quality, and business measures to guide improvement.
- Influence decisions and align stakeholders across business and technology without direct authority.
- Communicate strategy, priorities, progress, risks, trade-offs, recommendations, and outcomes to delivery teams, partners, and senior leaders.
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:
- 5+ years of product management, digital product ownership, or related experience.
- Experience owning complex digital products or capabilities from discovery through launch, measurement, and optimization.
- Strong discovery, research, workflow analysis, experimentation, roadmap, business-case, prioritization, and backlog-management skills.
- Working knowledge of integrated digital platforms—including APIs, data services, user interfaces, business rules, workflows, and systems of record—sufficient to make informed product decisions and trade-offs with Engineering, Architecture, and Data partners.
- Ability to lead through influence across business, technology, UX, architecture, operations, risk, and product teams.
- Strong analytical, systems-thinking, agile delivery, facilitation, presentation, and executive-communication skills.
- Ability to evaluate AI and automation opportunities and partner on responsible implementation, including governance, privacy, security, monitoring, and human oversight.
- Ownership, curiosity, resilience, and initiative in ambiguous environments.
- Bachelor’s degree or equivalent practical experience.
Preferred Qualifications:
- Experience in stock plan services, equity compensation, brokerage, wealth management, retirement, fintech, or another complex regulated industry.
- Candidates with strong B2B or B2B2C product experience in adjacent domains are also encouraged to apply.
- Familiarity with equity-award processing, account or award readiness, tax withholding, servicing, or plan-administration workflows.
- Experience with B2B or B2B2C platforms, legacy modernization, product analytics, or scalable automation.
- Experience developing, piloting, or launching AI-enabled products, intelligent automation, or agentic workflows, particularly in a regulated or high-trust environment.
- Experience using approved generative-AI or emerging-technology tools to improve product discovery, analysis, requirements, experimentation, or decision-making.
- Experience with Agile/Scrum, scaled planning, product discovery, or lean portfolio practices.
- Certified Equity Professional certification—or progress toward certification.
In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.
#workplacejobs
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:
- 5+ years of product management, digital product ownership, or related experience.
- Experience owning complex digital products or capabilities from discovery through launch, measurement, and optimization.
- Strong discovery, research, workflow analysis, experimentation, roadmap, business-case, prioritization, and backlog-management skills.
- Working knowledge of integrated digital platforms—including APIs, data services, user interfaces, business rules, workflows, and systems of record—sufficient to make informed product decisions and trade-offs with Engineering, Architecture, and Data partners.
- Ability to lead through influence across business, technology, UX, architecture, operations, risk, and product teams.
- Strong analytical, systems-thinking, agile delivery, facilitation, presentation, and executive-communication skills.
- Ability to evaluate AI and automation opportunities and partner on responsible implementation, including governance, privacy, security, monitoring, and human oversight.
- Ownership, curiosity, resilience, and initiative in ambiguous environments.
- Bachelor’s degree or equivalent practical experience.
Preferred Qualifications:
- Experience in stock plan services, equity compensation, brokerage, wealth management, retirement, fintech, or another complex regulated industry.
- Candidates with strong B2B or B2B2C product experience in adjacent domains are also encouraged to apply.
- Familiarity with equity-award processing, account or award readiness, tax withholding, servicing, or plan-administration workflows.
- Experience with B2B or B2B2C platforms, legacy modernization, product analytics, or scalable automation.
- Experience developing, piloting, or launching AI-enabled products, intelligent automation, or agentic workflows, particularly in a regulated or high-trust environment.
- Experience using approved generative-AI or emerging-technology tools to improve product discovery, analysis, requirements, experimentation, or decision-making.
- Experience with Agile/Scrum, scaled planning, product discovery, or lean portfolio practices.
- Certified Equity Professional certification—or progress toward certification.
In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.
#workplacejobs
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.