Sr Product Manager (Business) - Brokerage Product Management

• Own product management activities for assigned core brokerage account products, including product strategy inputs, product health, documentation, and enhancement prioritization
• Maintain and improve client-facing and internal product materials, including forms, account applications, account agreements, and Knowledge Center content, in partnership with Legal, Compliance, Operations, Service, Marketing, and Field-facing teams
• Monitor product performance, client and field feedback, operational pain points, competitive trends, and regulatory developments to identify opportunities to improve product experience
• Lead product health reviews and competitive gap assessments; synthesize findings into clear recommendations, business cases, and roadmap opportunities
• With partners and Director, develop and manage product roadmap inputs for Schwab One, Organization, Trust, and Estate accounts, balancing client impact, business value, risk, regulatory requirements, and execution feasibility
• Represent the product line in cross-functional initiatives, ensuring proposed solutions support the intended client experience, operational model, and business outcomes
• Proactively identify risks, dependencies, trade-offs, and roadblocks; communicate options and recommendations clearly to leadership and stakeholders
• Support a One Schwab approach by building strong relationships, influencing without direct authority, and driving alignment across teams with competing priorities

• 5+ years of experience in product management, financial services, brokerage, wealth management, or a related business role
• Strong understanding of product management fundamentals, including product lifecycle management, roadmap development, prioritization, business case development, and stakeholder alignment
• Demonstrated ability to work across Legal, Compliance, Operations, Risk, Technology, Marketing, Service, and Field-facing teams to drive business outcomes
• Effective at building partner relationships and influencing for outcomes
• Strong analytical judgment, with the ability to use data, client feedback, operational insights, competitive research, and risk considerations to frame options and recommendations
• Excellent written and verbal communication skills, including the ability to simplify complex topics for varied audiences and communicate effectively with senior leaders
• Strong planning and organizational skills, with the ability to balance strategic thinking with hands-on execution
• Ability to influence outcomes without direct authority, navigate ambiguity, and resolve issues through structured decision-making and partnership
• Experience working with regulated products, control environments, or compliance-driven change
• Knowledge of brokerage account products, including individual, organization, trust, estate, or other complex account types

• Understanding of Schwab's core brokerage product offerings, operating model, and client/field service environment

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