Sr. Manager Product Management
Charles Schwab, Westlake, TX, United States
Reporting to the Director of Product Management, the Sr Manager, Product Manager will develop plans to expand our high‑net‑worth (HNW) lending capabilities, establish strategic direction for delivery of these products, and work closely with internal and external partners to provide analysis, insight, and high‑impact contributions across a range of high‑stakes strategic deliverables.
Responsibilities
Structure and lead initiatives to enhance existing service models or lending products to better meet HNW client borrowing needs and serve as a key stakeholder or collaborator for business partners across the firm
Deliver data‑driven insights and recommendations to support strategic direction and business prioritization focused on existing or new product delivery
Perform regular and ad‑hoc quantitative and qualitative analyses across and within CSB, as required by specific projects
Develop and deliver presentations for senior and executive leadership to socialize product concepts, strategies, results, and programs
Lead cross‑channel initiatives to increase efficiency and improve the client experience
Perform competitive analysis and evaluate industry trends to align our strategic goals with the HNW marketplace and expanded product capabilities
Build product roadmaps and activate plans in partnership with legal, compliance, technology, client experience and other key stakeholders
Manage and update lending product agreements, client communications or other resources in compliance with all applicable laws and regulations
Partner with third‑party vendors to deliver product capabilities and enhancements
Create technology business requirements in partnership with key stakeholders and oversee technology developments through testing and domain releases
Identify and track key metrics or SLAs for product experience and effectiveness
Uncover opportunities to enhance the end‑to‑end lending or client experience based on business partner, client, advisor or internal representative feedback
Provide product development support as we expand HNW lending offers
Qualifications
7+ years experience in banking and lending, mortgage, securities‑based lending, or product development (preferred)
Thorough understanding of HNW client banking needs and breadth of industry knowledge across wealth management offerings
Superior communication skills, both written and verbal, and the ability to develop concise and effective communications tailored to targeted audiences
Highly skilled in creating executive‑level presentations, job aids and educational content in Microsoft applications (Excel, PowerPoint, Word)
Ability to think strategically and translate ideas or concepts into actionable plans and roadmaps
Project management skills with the ability to organize and manage multiple priorities to completion
Highly client‑oriented with demonstrated leadership, relationship‑building, collaboration, and sales skills
Ability to lead cross‑functional teams, work efficiently in a matrixed environment and synthesize diverse points of view into well‑formulated recommendations and plans
Strong analytical and conceptual skills; ability to gather data and use it to develop logical and well‑conceived solutions or process enhancements
Ability to communicate effectively and build strong partnerships with colleagues and leaders across the organization
Attention to detail with the ability to manage multiple priorities and work efficiently to meet tight deadlines with minimal supervision
Results oriented with the ability to take initiative and effectively distill strategy, analytics, and other inputs to drive decisions and execution
Ability to frame issues and needs from the client’s perspective; possess a natural bias to conceptualize solutions based on a keen understanding of client needs and client experience
Bachelor’s degree required
Critical Success Traits
Enjoy product and strategic initiatives with experience in program and project management
A bias for action with the ability to overcome obstacles and successfully execute on multiple projects simultaneously in a self‑directed environment
Robust leadership skills with the ability to influence at all levels across the organization and gain support from cross‑functional partners to execute product plans and marketing initiatives
Responds resourcefully to ambiguity and leans into opportunities for improvement
Comfortable with working among a diverse range of partners and a proactive, can‑do attitude
Benefits
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
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Responsibilities
Structure and lead initiatives to enhance existing service models or lending products to better meet HNW client borrowing needs and serve as a key stakeholder or collaborator for business partners across the firm
Deliver data‑driven insights and recommendations to support strategic direction and business prioritization focused on existing or new product delivery
Perform regular and ad‑hoc quantitative and qualitative analyses across and within CSB, as required by specific projects
Develop and deliver presentations for senior and executive leadership to socialize product concepts, strategies, results, and programs
Lead cross‑channel initiatives to increase efficiency and improve the client experience
Perform competitive analysis and evaluate industry trends to align our strategic goals with the HNW marketplace and expanded product capabilities
Build product roadmaps and activate plans in partnership with legal, compliance, technology, client experience and other key stakeholders
Manage and update lending product agreements, client communications or other resources in compliance with all applicable laws and regulations
Partner with third‑party vendors to deliver product capabilities and enhancements
Create technology business requirements in partnership with key stakeholders and oversee technology developments through testing and domain releases
Identify and track key metrics or SLAs for product experience and effectiveness
Uncover opportunities to enhance the end‑to‑end lending or client experience based on business partner, client, advisor or internal representative feedback
Provide product development support as we expand HNW lending offers
Qualifications
7+ years experience in banking and lending, mortgage, securities‑based lending, or product development (preferred)
Thorough understanding of HNW client banking needs and breadth of industry knowledge across wealth management offerings
Superior communication skills, both written and verbal, and the ability to develop concise and effective communications tailored to targeted audiences
Highly skilled in creating executive‑level presentations, job aids and educational content in Microsoft applications (Excel, PowerPoint, Word)
Ability to think strategically and translate ideas or concepts into actionable plans and roadmaps
Project management skills with the ability to organize and manage multiple priorities to completion
Highly client‑oriented with demonstrated leadership, relationship‑building, collaboration, and sales skills
Ability to lead cross‑functional teams, work efficiently in a matrixed environment and synthesize diverse points of view into well‑formulated recommendations and plans
Strong analytical and conceptual skills; ability to gather data and use it to develop logical and well‑conceived solutions or process enhancements
Ability to communicate effectively and build strong partnerships with colleagues and leaders across the organization
Attention to detail with the ability to manage multiple priorities and work efficiently to meet tight deadlines with minimal supervision
Results oriented with the ability to take initiative and effectively distill strategy, analytics, and other inputs to drive decisions and execution
Ability to frame issues and needs from the client’s perspective; possess a natural bias to conceptualize solutions based on a keen understanding of client needs and client experience
Bachelor’s degree required
Critical Success Traits
Enjoy product and strategic initiatives with experience in program and project management
A bias for action with the ability to overcome obstacles and successfully execute on multiple projects simultaneously in a self‑directed environment
Robust leadership skills with the ability to influence at all levels across the organization and gain support from cross‑functional partners to execute product plans and marketing initiatives
Responds resourcefully to ambiguity and leans into opportunities for improvement
Comfortable with working among a diverse range of partners and a proactive, can‑do attitude
Benefits
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
#J-18808-Ljbffr