Sr. Manager, Digital Product Management, Quantitative Research and Distribution
Charles Schwab, Westlake, TX, United States
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 locations. Schwab Asset Management (SAM) and the Schwab Center for Financial Research (SCFR) deliver trusted, high‑quality investment insights that help advisors and clients make informed decisions. Within SAM’s Asset Management Infrastructure (AMI) organization, the Investment Research Platform (IRP) team owns the shared platforms, standards, and operating models that power quantitative research and enable its secure, consistent, and scalable distribution across the firm. This role is an
individual contributor
position reporting to the Director of Investment Research Platforms. You will own the strategy and delivery of platforms that govern and distribute Schwab’s quantitative research and proprietary ratings, including Quantscape and the Research Distribution Platform. Your work will ensure research is produced and delivered in a consistent, auditable, and scalable way—while enabling future innovation, including AI‑assisted research and advice.
Quantitative Model Management
Own and evolve governed model lifecycle capabilities, including analysis, approval, versioning, lineage, and auditability
Partner with researchers, technologists, and business stakeholders to ensure models and ratings are distribution‑ready
Ensure appropriate tools and controls are in place to monitor data inputs, outputs, and vendor performance, supporting research continuity and integrity
Research Distribution & Advice Enablement
Set strategy for distributing quantitative research to advisors and internal consumers
Expand availability of ratings and launch new, actionable research outputs that support advice delivery
Stakeholder Engagement & Governance
Lead the Quantitative Models Advisory Group to drive clarity on outcomes, risks, and dependencies
Run high‑impact engagements with clear agendas, pre‑reads, and documented decisions
Translate advisory input into clear, decision‑ready initiatives and epics
Steward the Investment Research Platform engagement model to ensure consistent adoption across platforms
Platform Strategy, Intake & Prioritization
Define and communicate product vision and roadmap aligned to enterprise priorities
Own intake and prioritization to enable transparent, outcome‑driven demand management
Shape epics by clarifying problems, outcomes, success measures, dependencies, and risks
Balance innovation, stability, and technical foundations through informed trade‑offs
Agile Delivery & Execution
Serve as a product leader within a Scaled Agile Release Train (ART)
Prepare objectives and epics for PI Planning to enable realistic commitments and a refined backlog
Identify and surface cross‑team dependencies and risks early
Use enterprise tools as systems of record for progress, risks, and scope visibility
Transparency, Metrics & Continuous Improvement
Define and track success measures such as adoption, reliability, efficiency, and data quality
Own stakeholder communications, translating delivery status into clear, actionable updates
Drive continuous improvement across product and Agile practices
Mentor colleagues who are developing or aspiring product management skills
What you have
Required Qualifications
8+ years of relevant experience translating business and operational needs into platform or product capabilities that drive measurable outcomes, preferably within financial services or similarly complex environments
Undergraduate degree required
Demonstrated ability to deliver complex, cross‑functional initiatives, including planning, sequencing work, and managing dependencies
Strong product judgement in regulated or governance‑heavy environments, balancing risk, compliance, and delivery
Proven ability to define and maintain clear priorities, backlogs, and roadmaps
Effective communication skills, with the ability to explain quantitative research concepts and platform decisions to both technical and non‑technical audiences
Strong problem‑solving skills, with an ability to investigate root causes and deliver scalable, durable solutions
Collaborative mindset, working effectively with researchers, engineers, operations, governance partners, vendors, and downstream consumers
Preferred Qualifications
Experience in investment management or investment research environments, including exposure to quantitative research, ratings, or research distribution workflows
Experience working in Agile or Scaled Agile environments
Understanding of platform‑based product delivery, including APIs, cloud‑based systems, and enterprise integration patterns
Experience defining and measuring platform success using adoption, reliability, and data quality metrics
Experience partnering with vendors and integrating third‑party solutions within governed enterprise platforms
Familiarity with modern data and technology platforms that support controlled, governed research delivery
Product or Agile certifications and/or advanced industry or graduate credentials are a plus
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
#J-18808-Ljbffr
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 locations. Schwab Asset Management (SAM) and the Schwab Center for Financial Research (SCFR) deliver trusted, high‑quality investment insights that help advisors and clients make informed decisions. Within SAM’s Asset Management Infrastructure (AMI) organization, the Investment Research Platform (IRP) team owns the shared platforms, standards, and operating models that power quantitative research and enable its secure, consistent, and scalable distribution across the firm. This role is an
individual contributor
position reporting to the Director of Investment Research Platforms. You will own the strategy and delivery of platforms that govern and distribute Schwab’s quantitative research and proprietary ratings, including Quantscape and the Research Distribution Platform. Your work will ensure research is produced and delivered in a consistent, auditable, and scalable way—while enabling future innovation, including AI‑assisted research and advice.
Quantitative Model Management
Own and evolve governed model lifecycle capabilities, including analysis, approval, versioning, lineage, and auditability
Partner with researchers, technologists, and business stakeholders to ensure models and ratings are distribution‑ready
Ensure appropriate tools and controls are in place to monitor data inputs, outputs, and vendor performance, supporting research continuity and integrity
Research Distribution & Advice Enablement
Set strategy for distributing quantitative research to advisors and internal consumers
Expand availability of ratings and launch new, actionable research outputs that support advice delivery
Stakeholder Engagement & Governance
Lead the Quantitative Models Advisory Group to drive clarity on outcomes, risks, and dependencies
Run high‑impact engagements with clear agendas, pre‑reads, and documented decisions
Translate advisory input into clear, decision‑ready initiatives and epics
Steward the Investment Research Platform engagement model to ensure consistent adoption across platforms
Platform Strategy, Intake & Prioritization
Define and communicate product vision and roadmap aligned to enterprise priorities
Own intake and prioritization to enable transparent, outcome‑driven demand management
Shape epics by clarifying problems, outcomes, success measures, dependencies, and risks
Balance innovation, stability, and technical foundations through informed trade‑offs
Agile Delivery & Execution
Serve as a product leader within a Scaled Agile Release Train (ART)
Prepare objectives and epics for PI Planning to enable realistic commitments and a refined backlog
Identify and surface cross‑team dependencies and risks early
Use enterprise tools as systems of record for progress, risks, and scope visibility
Transparency, Metrics & Continuous Improvement
Define and track success measures such as adoption, reliability, efficiency, and data quality
Own stakeholder communications, translating delivery status into clear, actionable updates
Drive continuous improvement across product and Agile practices
Mentor colleagues who are developing or aspiring product management skills
What you have
Required Qualifications
8+ years of relevant experience translating business and operational needs into platform or product capabilities that drive measurable outcomes, preferably within financial services or similarly complex environments
Undergraduate degree required
Demonstrated ability to deliver complex, cross‑functional initiatives, including planning, sequencing work, and managing dependencies
Strong product judgement in regulated or governance‑heavy environments, balancing risk, compliance, and delivery
Proven ability to define and maintain clear priorities, backlogs, and roadmaps
Effective communication skills, with the ability to explain quantitative research concepts and platform decisions to both technical and non‑technical audiences
Strong problem‑solving skills, with an ability to investigate root causes and deliver scalable, durable solutions
Collaborative mindset, working effectively with researchers, engineers, operations, governance partners, vendors, and downstream consumers
Preferred Qualifications
Experience in investment management or investment research environments, including exposure to quantitative research, ratings, or research distribution workflows
Experience working in Agile or Scaled Agile environments
Understanding of platform‑based product delivery, including APIs, cloud‑based systems, and enterprise integration patterns
Experience defining and measuring platform success using adoption, reliability, and data quality metrics
Experience partnering with vendors and integrating third‑party solutions within governed enterprise platforms
Familiarity with modern data and technology platforms that support controlled, governed research delivery
Product or Agile certifications and/or advanced industry or graduate credentials are a plus
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
#J-18808-Ljbffr