Senior Product Manager – Discretionary Investment Management & Portfolio Transit

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

organization is seeking a

Senior Product Manager (individual contributor)

to lead product strategy and delivery for

Discretionary Investment Management (DIM)

and

Portfolio / Tax‑Aware Transition capabilities .

This role is responsible for building scalable, compliant, and intuitive capabilities that enable centralized discretionary portfolio management and thoughtful, tax‑efficient transitions into managed investment offers.

This is a highly cross‑functional role requiring deep collaboration across

investment strategy, portfolio management, trading, technology, operations, legal, and compliance , with a focus on delivering end‑to‑end client and advisor experiences.

What You’ll Do

Define and own the

product vision, strategy, and multi‑year roadmap

for Discretionary Investment Management and Portfolio Transition capabilities

Partner with investment strategists, portfolio managers, and transition services teams to translate

investment and fiduciary requirements

into scalable digital solutions

Lead development of

tax‑aware transition capabilities , including transition analysis, sleeves, systematic reviews, and ongoing portfolio maintenance

Collaborate with technology, data, and architecture teams to design

platform‑based solutions , APIs, and integrations supporting discretionary workflows

Drive

Agile delivery

across one or more Scrum teams by writing epics, features, and user stories; refining backlogs; and prioritizing work based on business outcomes

Define

acceptance criteria, test plans, and release plans , ensuring high‑quality delivery across complex regulatory and operational constraints

Serve as a

subject‑matter expert

for Discretionary Investment Management and Portfolio Transitions in stakeholder forums, reviews, and executive updates

Support production needs by triaging issues, driving root‑cause analysis, and ensuring continuous improvement post‑launch

What you have
Required Qualifications

8+ years of experience in Product Management, with ownership of complex financial services platforms

Strong understanding of Discretionary Investment Management, managed accounts, or wealth management operating models

Experience designing or delivering tax‑aware portfolio transition or implementation solutions

Proven success leading delivery in Agile / Scrum environments across multiple teams

Ability to operate effectively in a highly matrixed organization and drive alignment across diverse stakeholders

Exposure to AI‑enabled features

Strong analytical, communication, and decision‑making skills, including comfort with ambiguity

Preferred Qualifications

Experience with transition management, or tax‑managed investing solutions

Familiarity with centralized trading, tax overlays, or portfolio monitoring workflows

Experience modernizing or scaling discretionary investment platforms

Knowledge of Schwab products, advisory offers, or wealth management platforms

CFA or advanced finance‑related credentials

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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