Senior Digital Product Manager (Rep-Assisted Relationships)

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 Digital Retail is responsible for delivering innovative, best-in-class solutions that simplify and enhance the client experience. We are deeply focused on solving customer needs and enabling seamless interactions across digital and rep-assisted channels.

We are seeking a Product Manager for the Digital Envelope product team, supporting the broader Rep-Assisted Relationships space. This role is responsible for delivering intuitive, compliant, and scalable front-end experiences that enable representatives and clients to efficiently complete document and workflow-driven processes.

You will serve as the product owner for a front-end scrum team, partnering closely with design, engineering, and business stakeholders to define, prioritize, and deliver high-impact features. This role is highly execution-focused, requiring strong collaboration, clear decision-making, and a relentless focus on user experience and business outcomes.

What You’ll Do

Product Ownership & Delivery

• Own the Digital Envelope product roadmap and backlog, ensuring alignment to business priorities and client/rep experience goals

• Act as Product Owner for a dedicated front-end scrum team, driving sprint planning, backlog grooming, and execution

• Translate business requirements into clear user stories, acceptance criteria, and prioritized work

• Partner with engineering and design to deliver high-quality, scalable front-end solutions

Rep-Assisted Experience Focus

• Design and optimize rep-assisted workflows, ensuring a seamless experience across digital and advisor/rep touchpoints

• Partner with stakeholders across service, operations, and compliance to ensure solutions meet business and regulatory needs

• Focus on improving speed, accuracy, and ease-of-use for both internal users and clients

Digital Envelope Product Leadership

• Drive the evolution of the Digital Envelope experience, including document workflows, client interaction flows, and digital completion journeys

• Identify opportunities to simplify and modernize document-driven processes

• Ensure tight integration with upstream and downstream systems impacting the client journey

Customer & Stakeholder Engagement

• Collaborate with UX research and analytics to understand user pain points and behavior

• Engage directly with internal users (reps, service teams) to validate solutions and gather feedback

• Communicate product priorities, progress, and outcomes clearly to stakeholders

Execution & Continuous Improvement

• Track performance using metrics and user feedback to continuously improve the product

• Identify and remove blockers to keep the scrum team moving efficiently

• Support release planning, testing, and go-to-market readiness

What you have

Required Qualifications:

• Bachelor’s degree in Business, Engineering, Computer Science, or related field

• 5–7 years of experience in digital product management or product ownership

• Documented experience working as a Product Owner in an Agile scrum environment, particularly with front-end teams

• Strong ability to translate business needs into product requirements and user stories

• Proven experience managing product backlogs and prioritization

• Excellent communication and stakeholder management skills

• Ability to work effectively in a cross-functional team (product, design, engineering, operations)

• Strong organizational skills and ability to manage multiple priorities

Preferred Qualifications:

• Experience supporting rep-assisted or service-driven experiences

• Familiarity with financial services and regulatory environments

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 (https://www.schwabjobs.com/hybrid-work) 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 (https://www.schwabjobs.com/summary-of-benefits) 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’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.