Senior Product Manager – Trading Platform
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).
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Charles Schwab’s Digital Wealth & Advisor Platforms (DWAP) organization is seeking a Senior Product Manager (individual contributor) to lead a strategic product domain within our Trading Platform organization. This role is responsible for translating business strategy into executable product outcomes while partnering across technology, operations, investment management, compliance, and product leadership teams.
The Senior Product Manager will own a significant product capability area, drive prioritization decisions, manage complex dependencies, and ensure delivery of scalable trading solutions that support advisors, clients, and discretionary investment programs. The ideal candidate combines deep trading and wealth management expertise with strong product leadership, stakeholder influence, and Agile execution experience.
Key Responsibilities
Product Strategy & Vision
- Own a strategic Trading Platform domain and contribute to long-term product vision, roadmap development, and investment prioritization
- Partner with Product Managers and business leaders to define product strategy and measurable business outcomes
- Evaluate business opportunities, client needs, market trends, and operational challenges to shape future platform capabilities
- Develop business cases and recommendations that drive executive decision-making
Product Ownership & Execution
- Lead backlog strategy and prioritization across one or more Agile teams
- Define and communicate product requirements, business rules, workflows, and acceptance criteria
- Drive execution from discovery through delivery, implementation, and production stabilization
- Ensure alignment between roadmap commitments, business objectives, and engineering capacity
- Serve as the primary product decision-maker for assigned capabilities
Trading Platform Leadership
- Provide subject matter expertise across trading workflows, order management, execution management, portfolio management, model implementation, rebalancing, and advisor servicing capabilities
- Lead design and implementation of platform capabilities supporting discretionary and advised investment solutions
- Partner with architecture and engineering teams to define scalable, API-first platform capabilities and integration patterns
- Drive modernization initiatives that improve trading efficiency, scalability, resiliency, and client experience
Stakeholder & Cross-Functional Leadership
- Influence senior stakeholders across Product, Technology, Operations, Risk, Compliance, Legal, and Investment Management organizations
- Facilitate alignment across multiple delivery teams and business functions to resolve competing priorities and dependencies
- Communicate product strategy, roadmap progress, risks, and tradeoffs to leadership audiences
- Build consensus and drive decisions in highly matrixed environments
Delivery, Risk & Governance
- Establish success metrics and performance indicators for product capabilities
- Identify delivery, operational, and regulatory risks and develop mitigation strategies
- Ensure solutions meet business, regulatory, resiliency, and operational expectations
- Support production incidents, escalations, and continuous improvement initiatives
- Drive release planning and execution across multiple teams and stakeholder groups
What you have
Required Qualifications
- 8+ years of experience in Product Management, with demonstrated ownership of complex digital or platform products
- Strong trading domain knowledge (e.g., order lifecycle, execution, allocations, compliance, advisor or client trading workflows)
- Proven experience delivering products using Agile / Scrum methodologies
- Exposure to AI‑enabled features or data‑driven product capabilities
- Ability to lead without authority in a highly matrixed organization
- Strong analytical, communication, and stakeholder‑management skills
- Experience writing detailed requirements, user stories, and acceptance criteria
Preferred Qualifications
- Experience with wealth management, advisory, or brokerage platforms
- Experience building or modernizing API‑driven platforms and integrations
- Familiarity with large‑scale transformation initiatives and legacy platform modernization
- Experience with Order Management Systems, trade allocation, rebalancing
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 Qualifications
- 8+ years of experience in Product Management, with demonstrated ownership of complex digital or platform products
- Strong trading domain knowledge (e.g., order lifecycle, execution, allocations, compliance, advisor or client trading workflows)
- Proven experience delivering products using Agile / Scrum methodologies
- Exposure to AI‑enabled features or data‑driven product capabilities
- Ability to lead without authority in a highly matrixed organization
- Strong analytical, communication, and stakeholder‑management skills
- Experience writing detailed requirements, user stories, and acceptance criteria
Preferred Qualifications
- Experience with wealth management, advisory, or brokerage platforms
- Experience building or modernizing API‑driven platforms and integrations
- Familiarity with large‑scale transformation initiatives and legacy platform modernization
- Experience with Order Management Systems, trade allocation, rebalancing
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.